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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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Holland expects more normalized investing environment.
APG’s Josh Linder says limited issuance means investors pay close attention to green bonds.
Jerry Barag also highlights record demand in repair/remodel lumber market.
BMO’s Mark Decker Sr. says smaller, well-run companies offer potential.
CodeGreen Solutions’ Chris Cayten said that sustainability concerns can evolve rapidly for REITs.
Carey highlights the need to get students of color interested in the real estate field.
Agree Realty’s Joey Agree says portfolio is built to be resistant to e-commerce, recessions.
CEO Chris Czarnecki says investor base favored a pure play multifamily portfolio.
Strong working relationships are built through transparency, says former ProLogis CEO Walter Rakowich.
CEO Chris Volk says STORE has developed balance sheet flexibility.
Morris, Manning & Martin’s Daniel Weede says more M&A activity likely.
CEO Drew Sims says fundamentals in core markets are “mixed.”
Brookfield increases offer to $18.25 per share from $17.00 per share.
John Thomas details his company's strategy.
CEO Jon Wheeler says focus remains on secondary and tertiary markets.