Sarah Borchersen-Keto

Avis Devine at York University says gap has been narrowing in recent years.

Principal’s Todd Kellenberger highlights focus on resiliency given tougher macro outlook.

CFO Keith Taylor sees a long runway for growth as Equinix expands global footprint.

Marcos Alvarado says “best is yet to come” for Safehold once current macro challenges abate.

Travis McCready says he is “incredibly bullish” on diversity of life science locations across the country.

CBRE’s Richard Barkham says U.S. investors reduced investment in Europe by 68% in first half.

After casino operators proved uniquely resilient to the worst economic impacts of the pandemic, gaming REITs continue to benefit from positive fundamentals and growing investor interest.

CEO Steve Budorick says critical nature of tenants’ missions insulates REIT from work from home, corporate rightsizing.

Nareit analysis shows that active fund managers can successfully read the market.

REIT is initially dedicating over 8 million square feet of rooftop space in Maryland, New Jersey, Illinois.

Analysts say moderating trend likely in second half with seasonality returning and operating expenses as a headwind before normalizing in 2024.