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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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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For 65 years, Nareit has led the U.S. REIT industry by ensuring its members’ best interests are promoted by providing unparalleled advocacy, investor outreach, continuing education and networking.
Adelante’s Michael Torres says real estate capital becoming “much more discerning.”
CEO Bill Lenehan says REIT focusing on household name restaurant chains.
Steve Shigekawa says REITs undervalued in current market.
Ventas’ Kelly Meissner says operators can control intensity, type of light.
CEO Michael Landy says company on a “virtuous cycle.”
CEO Greg Silvers says investments focus on the “experience economy.”
CEO Jerry Barag says Pacific Northwest, Southern markets are benefitting from Chinese demand.
Dominique Moerenhout says European real estate well-positioned to tackle current uncertainty.
Park Hotel’s Scott Winer sees need to mix internal and external tax knowledge.
NAREIT's Case on REITs' performance in first quarter.
Luca Fabbri says farm industry is “incredibly strong” from a credit and equity perspective.
CEO Mark Alfieri says Southern California market on track for “stellar” performance.
Haendel St. Juste says near-term volatility here to stay for REITs.
CEO David Bistricer says recent re-financings have helped fix the company’s variable rate debt.
Barclays’ Ross Smotrich says fundamentals still favor landlords, but it’s getting more challenging late in the cycle.
Stifel Nicolaus’ John Guinee sees focus on REITs with consistent earnings and dividend growth.