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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.
Global head of research Chris Caton says industrial supply has been measured.
CEO Scott Fordham sees continued headwinds in Houston market.
Barclays’ Ragavan Bala “cautiously optimistic” on fundamentals.
Chatham Financial’s Laura Grant also looks at impact of pending FASB rule changes.
COO John Kessler says REIT focused on redeveloping assets, marking to market.
Capital One’s Greg Steele sees additional public to private M&As.
CEO Chris Volk says tenant base shows “unparalleled diversity.”
CEO Dave Schulte sees “very attractive” long-term total return potential.
Green Street’s Phil Owens says cost of capital a major impediment to growth.
CEO Don Miller highlights improvements in balance sheet.