Cohen & Steers’ Tom Bohjalian favors rental housing, cell towers, and data centers.
BlackRock’s Sherry Rexroad also points to healthy transaction volume in 2018.
Ferguson Partners’ Gemma Burgess praises move to recruit members without prior board experience.
Moody’s analyst Lori Marks says REITs better positioned today to deal with macro challenges.
CyrusOne’s Diane Morefield is optimistic REIT will gain full investment grade rating.
LaSalle’s Lisa Kaufman says cell tower growth outlook “longer and better” than market expectations.
Brookfield’s Bernhard Krieg also sees increased focus on Sunbelt markets.
Deloitte’s Jim Berry says investors are looking to “capture the evolution” of the market.
Chatham Financial’s Evan Marble stresses need to prepare for change.
CEO Jon Bortz says focus will be on creative redevelopment, enhancement of LaSalle assets.