Industry Partners

Health Care REITs Seeing Long-Term Demand Tailwinds: Raymond James’ Dave Rodgers

sborchersen-keto@reit.com — Thu, 03 Sep 2026 15:01:56 +0000

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

Barclays' Brendan Lynch on Data Center REITs’ Extended Growth Opportunity Amid AI Demand

sborchersen-keto@reit.com — Thu, 02 Jul 2026 14:46:24 +0000

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

Deloitte’s Jonathan Keith Says CRE Investors Should Remain Nimble as M&A Conditions Shift

sborchersen-keto@reit.com — Thu, 11 Jun 2026 16:36:54 +0000

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

REITweek 2026 Recap

pconnors@reit.com — Mon, 08 Jun 2026 14:09:21 +0000

Nareit’s REITweek: 2026 Investor Conference brought more than 2,300 members of the REIT community to New York City on June 1-4, including representatives from more than 1,600 companies and organizations across the listed real estate and investment industries.

REITweek 2026 Panel Reviews Macro Trends, REIT Outlook

pconnors@reit.com — Fri, 05 Jun 2026 15:16:50 +0000

The state of the capital markets, macroeconomic trends, and the outlook for the REIT sector amid a complex and uncertain environment were topics of discussion during the lunch general session on day one of Nareit’s REITweek: 2026 Investor Conference.

Morgan Stanley Sees Focus Shifting to Demand as Multifamily REIT Supply Pressures Ease

sborchersen-keto@reit.com — Thu, 04 Jun 2026 13:48:48 +0000

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

PwC’s Tim Bodner Sees Volatility Impacting Pace, Not Direction, of CRE Recovery

sborchersen-keto@reit.com — Thu, 21 May 2026 12:03:21 +0000

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

REIT Leadership Expectations Shifting Amid More Complex Environment: Ferguson Partners

sborchersen-keto@reit.com — Thu, 23 Apr 2026 14:13:45 +0000

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

Deloitte Principal Sees New IRS Flexibility Opening Strategic Opportunities for REITs

sborchersen-keto@reit.com — Tue, 21 Apr 2026 20:26:18 +0000

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

Green Street Says REIT Investors Navigating Higher Rates, AI Disruption, Rising Deal Activity

sborchersen-keto@reit.com — Mon, 20 Apr 2026 20:17:37 +0000

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