Sarah Borchersen-Keto

CenterSquare’s Patrick Wilson says higher interest rates are suppressing development for most property sectors.

Dave Rodgers says senior housing is a particularly bright spot within health care today.

Zialcita points to a balanced opportunity set among emerging and developed markets.

Brian Finnegan says Brixmor has invested more than $1.5 billion in the portfolio since starting its reinvestment program.

Jonas says the sector is seeing “buy-in” from the REIT investment community.

Moss says accurate data management and compliance are vital for maintaining and enhancing property values.

Old-school real estate skills are going to be rewarded in the next few years, he says.

Rich Hill says predictable earnings and income-driven total returns are becoming more attractive again.

Pierzak also reviews valuation divergences, M&A trends, sector performance, and more.

CFO Dave Bragg says apartments are more attractive than they have ever been relative to home ownership over the past 25 years or so.

Lynch says the best data centers have an ecosystem of clients which attracts additional clients.

Bujnicki describes how the focus of investor relations has shifted from net asset value and portfolio management to earnings growth and how companies are managing their cost of capital.