Sarah Borchersen-Keto

Analysts see increased activity from Amazon and lower construction starts as positive developments.

CEO Michael Seton says REIT hopes to further expand medical outpatient and lower cost patient building assets.

Szymanski also discusses impact of REIT share prices, outperformance opportunities, and more.

CBRE’s Julie Whelan says vibrant mixed-use areas more attractive to office, retail, and residential tenants.

Regency, Macerich, and Phillips Edison see their local tenants as key to portfolio strength.

CEO Jim Risoleo says Host can acquire another $1.1 billion and still maintain investment grade.

DLA Piper’s John Sullivan says concerns over refinancing debt and inflation also prevalent.

Keith says higher interest rates may extend low transaction activity in place since Q2 2022.

UMH was named 2023 Manufactured Housing Institute operator of the year.

Voigt says REITs have the advantage of strong balance sheets and access to equity.

REITs are ensuring that on-time rent payments are being used to support residents’ credit history, among other initiatives.

Nils Kok and Siqi Zheng are two of the academic directors of the new Global Real Estate Leaders Program.