Macroeconomic fundamentals

REITs serve as a diversifier across institutional portfolios increasingly exposed to the AI megatrend, they say.

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

Yelena Maleyev says consumers remain cautious, despite job stability.

Analysts say REITs’ lower cost of capital means they could be acquisitive this year.

Senior housing and data centers expected to lead performance in the year ahead.

Nareit’s John Worth also sees “tremendous opportunities” for REITs to complete institutional portfolios.

Prentiss Feagles says the dynamic nature of the REIT industry has kept him engaged.

Pizzola points to a steady increase in the number of jobs supported by REITs.

DWS’s John Vojticek says access to emerging asset classes is key reason to invest in listed real estate.

CenterSquare’s Uma Moriarity says REITs offer “great entry point” for investors looking to deploy capital in real estate.

CFO Barb Pak says the REIT has also focused on buying back some of its stock over the last year.

Former Federal Reserve Governor Randall Kroszner said contracting monetary policy has caused a dramatic transformation of the U.S. housing market in recent months.