Industry Performance

Nareit’s Ed Pierzak and John Barwick share insights from Nareit’s 2026 REIT Outlook.

CEO Jonathan Stanner discusses travel trends, RevPAR drivers, and portfolio evolution.

CEO Danny Prosky discusses demographics, operator partnerships, and where capital is flowing.

CEO Dave Sedgwick discusses building multiple growth engines and staying on offense.

CEO Andy Power outlines how power, AI, and sustainability are shaping Digital Realty’s next phase of growth.

Piedmont Realty Trust CEO Brent Smith says return-to-office trends and hospitality-driven design are helping high-quality assets stand out in a flexible work environment.

Barclays’ Ragavan Bala discussed sector-level tailwinds, evolving M&A structures, and disciplined capital strategies.

CEO Moishe Gubin discussed the company’s strong 2025 performance, acquisition strategy, and priorities looking ahead.

CEO David Cramer discusses improving portfolio performance, market conditions, and disciplined capital deployment as NSA positions itself for its next growth phase.

President and CEO Joey Agree discusses investment activity, balance sheet strength, and evolving retail tenant trends.

CoStar Group’s Steven Hatfield discussed how macro-level data is shaping decision-making across office, retail, and industrial real estate.

President and CEO Justin Knight discusses travel demand shifts, cost discipline, and market confidence heading into 2026.