REITs invest in the majority of real estate property types, including offices, apartment buildings, warehouses, retail centers, medical facilities, data centers, cell towers and hotels.
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REITs delivered strong investment performance through mid-year 2026, outperforming the broad equity market by a sizable margin.
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CEO Aaron Halfacre said that since the REIT went public earlier this year, its challenge remains to be good corporate stewards of investors’ money.
CEO Denny Oklak shares his outlook for the medical office sector in 2014.
Sam Landy says REIT is focusing on growth in Southeast markets.
CEO Joe Margolis said the scale of the REIT’s portfolio also results in extensive data that guides company decisions.
CEO Jon Bortz says the REIT’s leisure properties have “way outperformed” the rest of its portfolio.
Ventas has set more aggressive water efficiency targets, among other sustainability goals.
Van Deusen also notes that rising interest rates highlight special REIT rules for hedging.
Proskauer’s Karen Garnett says SEC already focusing on climate change, DEI matters.
PGIM’s Rick Romano says real estate cycle still has room to run.
CEO Stephen Horn said tenants with large balance sheets position the REIT well in times of uncertainty.
Stephan Richford of BMO Capital Markets added that investors are also looking for business fundamentals and price discovery in their conversations with REITs.
Regency’s Kathy Miller says compliance load has increased as REIT’s structure has changed over time.
AvalonBay Communities’ David Alagno said companies embarking on DEI initiatives should begin with a desired goal and work backwards.
American Tower’s Mneesha Nahata sees increased focus on corporate culture.