Fritsch, a former Nareit chair, says market rotation plan will strengthen long-term growth opportunities.
JLL says fundamentals point to continued growth potential in the market.
Prologis’ Melinda McLaughlin says multi-level development justified by higher rents.
Cohen & Steers’ Ji Zhang says U.S., South Korea have slight lead in 5G roll-out.
Conor Flynn says REIT looking to take ESG to the next level.
American Century Investment’s Steven Brown says market has been “efficient” so far this year.
CBRE’s Matt Walaszek says market dominated by large players, including Americold.
Evercore’s Marty Cicco cites greater tolerance toward leverage in private market.
Salient’s Joel Beam says real estate offers “flight to safety” for many investors.
Cohen & Steers’ Laurel Durkay says sector is “attractively valued” versus private market.