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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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Rob Hays says warmer markets continue to be the clear winners.
CEO Ric Campo sees technology continuing to enhance the tenant experience.
CEO Hap Stein says increased competition and technology are also contributing to a “bifurcation among retailers.”
Jim Risoleo also sees a pickup in business transient and group travel.
CEO Sam Landy also sees increased demand for UMH properties as a result of higher interest rates.
CEO Ric Campo says development “still a really good business.”
CEO Edward Aldag says hospitals will be at the forefront of value-based care.
CEO Sumit Roy points to “plenty of dry powder” for acquisitions.
CEO Ed Fritsch says “advantageous” footprint continues to attract tenants.
Michael Schall says new lease rates up about 20% year-over-year.
Keith Rummer also says HR execs need to have their finger on the pulse of the organization.
CEO Sam Landy says the biggest change agent in manufactured housing is the continually improved product.
Ben Myers says certifications streamline the conversation between BXP and its stakeholders.
CEO Richard Stockton says luxury hotel segment continues to outperform rest of industry.
Vornado’s Lauren Moss says landlords only drive about 35% of energy use in any given building.