Commercial Real Estate Market in ‘Mature Recovery’ Stage at Start of 2020

Nareit’s Calvin Schnure says REITs have solid balance sheets, low leverage.

Differentiation Among Health Care Real Estate Portfolios Likely to Persist in 2020

BTIG’s Mike Gorman says health care issues to be key topic in general election.


Retail Real Estate Faced Mixed Picture in 2019; Trend Likely to Hold in 2020

Mizuho America’s analyst Haendel St. Juste says triple net lease offers best risk-adjusted returns.


REITs Should Highlight Their Uniqueness in Effort to Engage with Generalist Investors

Joele Frank partners say REITs should think creatively and look beyond tried and tested methods.


Selective, Strategic M&A to Continue in 2020, Portfolio Manager Says

Frank Haggerty at Duff & Phelps sees potential across Southeastern U.S. markets.


REIT Investors Eyeing Cash Flow Growth, Dividend Growth, Value Creation

Stifel’s John Guinee says 90%-95% of REIT balance sheets are in “excellent shape.”

Postal Realty Trust CEO Sees “Tremendous Opportunity” in Niche Sector

CEO Andrew Spodek expects post office assets to play growing role in last mile delivery.

Senior Housing Occupancy Trends “Relatively Weak,” NIC Chief Economist Says

Beth Burnham Mace says the elderly continue to delay moving into senior housing.

Focus on Tenant Experience Ranks High in Deloitte 2020 Outlook

Investment in new technology seen as key element of capital allocation.

Institutional Investors Paying Increased Attention to Public Real Estate Platforms

Goodwin’s Gil Menna expects REITs to seek out foreign investment capital.