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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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Evercore’s Marty Cicco cites greater tolerance toward leverage in private market.
CBRE’s Ian Anderson says the life science industry is growing at its fastest pace in 18 years.
CohnReznick’s Dan King says REITs well-suited to the long-term nature of opportunity zone investing.
BlackRock’s Sherry Rexroad also points to healthy transaction volume in 2018.
Frank Haggerty at Duff & Phelps sees potential across Southeastern U.S. markets.
Deloitte’s Jim Berry says it is “critical’ for firms to be agile and work with tenants to problem solve.
Kilroy’s Sara Neff says industry has taken note of goal.
Prologis’ Melinda McLaughlin says multi-level development justified by higher rents.
Brixmor’s Stacy Slater says it is “incredibly important” to meet with generalist investors.
Goodwin partner Blake Liggio points to “new commitment to technology” in real estate.
Nareit’s Calvin Schnure says unemployment rate could top 10%.
BTIG’s Jim Sullivan says New York office market is “back and very healthy.”
Evercore ISI’s Rich Hightower sees growing focus on non-room revenue.
LaSalle’s Lisa Kaufman says cell tower growth outlook “longer and better” than market expectations.
Investment in new technology seen as key element of capital allocation.
CBRE’s Matt Walaszek says market dominated by large players, including Americold.