Edward F. Pierzak

Ostrich Effect in Private Real Estate Valuations Contrasts with More Accurate REIT Pricing

pconnors@reit.com — Thu, 10 Sep 2026 17:18:24 +0000

A recent Nareit commentary noted that the public-private real estate valuation gap persists, with private appraised property values still disconnected from market realities.

Real Estate’s “Triple D”: Valuation Divergence, Denial, and Discounts

pconnors@reit.com — Thu, 03 Sep 2026 16:56:20 +0000

Recently, the real estate valuation process has taken a journey of its own—one defined by a different “Triple D”: Divergence, Denial, and Discounts.

REITs Ready for Growth with Disciplined, Well-Structured Balance Sheets

pconnors@reit.com — Wed, 26 Aug 2026 14:16:00 +0000

Well-structured balance sheets have also allowed REITs to continue to operate from a position of financial strength.

Strength in REIT Operations Underpins Strong Investment Performance

pconnors@reit.com — Mon, 24 Aug 2026 13:33:05 +0000

REITs have delivered strong investment performance thus far in 2026.

Commercial Real Estate Supply-Demand Dynamics Continue to Improve

pconnors@reit.com — Wed, 12 Aug 2026 16:18:25 +0000

A recent Nareit commentary noted that fundamentals across the four traditional property types continued to show positive momentum and signs of stabilization, but occupancy rates remained mostly flat and rent growth struggled to match inflation.

Improving Property Fundamentals Key to Strength of Future Operational Gains

pconnors@reit.com — Mon, 10 Aug 2026 13:27:18 +0000

In the second quarter of 2026, CoStar data indicated that fundamentals across the four traditional property types continued to show positive momentum and signs of stabilization.

Data Center REITs Continue to Pique Investor Interest, Post Strong Performance Gains

pconnors@reit.com — Wed, 15 Jul 2026 17:28:56 +0000

Data center REITs own and manage highly specialized facilities that house the critical IT infrastructure that powers today’s economy.

REITs Typically Post Positive Returns in Rising & Falling Interest Rate Periods

pconnors@reit.com — Wed, 15 Jul 2026 17:17:02 +0000

In today’s economy, elevated and potentially rising interest rates worry real estate investors. Elevated or rising interest rates, however, do not necessarily equate to weak, or poor, real estate performance.

REITs Outperform Across Varied Inflation, Interest Rate, Economic Growth Environments

pconnors@reit.com — Tue, 07 Jul 2026 18:38:01 +0000

In today’s uncertain economy, higher inflation rates, elevated (and potentially rising) interest rates, and the strength of economic growth have become key concerns for real estate investors.

2026 Mid-Year Update: REITs Rebound, Poised for Future Gains and Growth

Kyle Gustafson — Tue, 07 Jul 2026 15:18:12 +0000

REITs delivered strong investment performance through mid-year 2026, outperforming the broad equity market by a sizable margin. This performance reversed their 2025 trend and showed that REITs can do well in an elevated and rising interest rate environment.