Industry Partners

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

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

Transaction activity so far in 2026 is cautious and sector-specific, according to Keith.

Morgan Stanley’s Adam Kramer says the industry is now clearly nearing the end of its historic construction wave.

Bodner says global investors have raised their planned U.S. allocation from 11% to 16% during the last year.

The current market demands more strategic, adaptive leadership as cheap capital is no longer a reliable driver, says Ferguson Partners.

Mark Van Deusen also discussed complex related-party rent rules.

Michael Knott recommends buying deeply-discounted sectors while still leaning into strong themes.

Allen says the biggest REIT tax challenges often come from everyday operations, not major deals.

Gardner says REITs can now extract insights from leases and other unstructured data sources that were previously difficult to analyze.