Macroeconomic fundamentals

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

CEO Bill Crooker says industrial fundamentals remain strong as tenants prioritize transportation access, power capacity, and automation.

Property Council of Australia CEO Mike Zorbas discusses the country's investment appeal, housing challenges, and how emerging technologies could reshape real estate markets.

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.