Industry Performance

CEO Ben Schall discusses AvalonBay’s development-led portfolio strategy, disciplined capital allocation, and how shifting supply and demand dynamics are shaping the company’s growth outlook.

CEO Ed Pitoniak discusses how shifting consumer preferences toward immersive entertainment, wellness, and destination experiences are driving VICI’s long-term growth strategy.

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.