Stifel Nicolaus’ John Guinee sees focus on REITs with consistent earnings and dividend growth.
Eaton Vance’s Scott Craig sees apartment supply as short-term headwind.
National Storage CEO Arlen Nordhagen expects REIT to play “aggressive” role in sector consolidation.
CEO Dennis Gershenson says company committed to maintaining diverse tenant base.
CEO Eric Mendelsohn eager to diversify portfolio.
PGIM’s Rick Romano says real estate cycle still has room to run.
CEO Mark Alfieri says Southern California market on track for “stellar” performance.
CEO Drew Alexander eyes long-term rent growth in 10 percent to 15 percent range.
CEO Michael Carroll seeing expansion and segmentation in grocery segment.
CEO Bruce Duncan says REIT seeing better risk-adjusted returns from development.
CEO Ernest Rady says complicated entitlement system benefits REIT.
CEO Lou Haddad says company actively acquiring assets that will be long-term holds.
Lukas Hartwich of Green Street Advisors says lodging REITs have “unique arbitrage opportunity.”
BMO’s Paul Adornato sees investor concerns about asset price arbitrage.
Salient Partners’ Joel Beam focused on “landscape of returns” in second half.
CIO Peter Moglia says upcoming development projects will boost NOI growth.
CEO Stephen Lebovitz says technology prompting retailers to innovate.
CEO Glenn Rufrano says disposition schedule on track.
CEO Justin Knight says Hilton and Marriott partnership producing “strongest returns.”
CEO John Thomas says REIT adding scale in existing markets.