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Nareit’s 2026 outlook addresses the topics that have been on the minds of real estate investors, including valuation divergences, compelling opportunities, and global strategies.
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CEO Edward Aldag says hospitals will be at the forefront of value-based care.
CEO Jon Bortz expects growth in boutique hotel brands to continue.
President Jennifer Francis said the REIT is well-diversified geographically and by property type.
Realty Income’s Chris Laz says the goal over time is to replace estimations with actual data.
CFO Jaap Tonckens says retailer uncertainty impacting rent growth.
CEO Owen Thomas says a task force included employees from across departments and regions, as well as external medical experts.
Simon’s Mona Benisi says REIT achieving “incredible results” in energy management.
The increase in ecommerce positively impacted the sector, according to Industrial Logistics Properties Trust CEO John Murray.
CEO Marshall Loeb says new supply is at multi-year lows due to zoning and permitting challenges.
CEO Will Eglin says REIT has raised rents 24% on a cash basis.
CEO Richard Stockton also says Four Seasons Arizona acquisition diversifies portfolio.
CEO John Kite points to growth in NOI, average base rents, and anchor leases in 2018.
CEO Gordan DuGan calls industrial and office assets in major locales market sweet spot.
CEO Stephen Lebovitz says CBL attracting more productive retailers.
Vornado’s Lauren Moss says landlords only drive about 35% of energy use in any given building.
CEO Ben Schall says REIT has $3 billion in pre-funded construction projects underway.