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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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Bloomberg’s Lenora Suki says U.S. reporting lagging Europe and Asia.
GRESB’s Chris Pyke says U.S. REITs closing the gap with foreign counterparts.
Equity One’s Joe Lopez says REITs sustainability programs have grown “substantially.”
Kilroy’s Sara Neff sees increased role for sustainability metrics in SEC filings.
Kimco’s Will Teichman says the shopping center REIT is focusing on defined standards for sustainable construction.
IMT’s Cliff Majersik says REITs “stepping up their game.”
Iron Mountain’s Kevin Hagen stresses importance of creative thinking.
Federal Realty’s Chris Brown highlights water reduction, rooftop farming projects.
Welltower’s Jay Morgan says one goal of sustainability program is to attract and retain talent.
Simon’s Mona Benisi says sustainability is embedded throughout REIT.
EdR’s Randy Churchey sees healthy market for selling student housing assets.
Monmouth’s Mike Landy sees “tremendous opportunities” to grow.
Lazard’s Jay Leupp finding “pockets of opportunity” in international markets.
Allocations “far below what would be optimal.”
CEO Owen Thomas says new development will be important growth driver.
NAREIT’s Brad Case sees growing awareness of private market misvaluations.