Investment news

AEW’s Mike Acton Says Fundamental Property Investment, Asset Management Essential

sborchersen-keto@reit.com — Thu, 30 Jul 2026 13:45:19 +0000

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

Principal’s Rich Hill on REITs’ Transition from Recovery to Expansion

sborchersen-keto@reit.com — Thu, 23 Jul 2026 14:28:46 +0000

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

Nareit’s Ed Pierzak Sees Strong Momentum for REITs in 2026 and Beyond

sborchersen-keto@reit.com — Thu, 16 Jul 2026 15:04:13 +0000

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

Postal Realty Trust Sees Long Runway for Growth in Niche Postal Real Estate Market

drusignola@reit.com — Tue, 14 Jul 2026 22:52:36 +0000

The REIT’s focus on U.S. Postal Service properties continues to offer a compelling combination of stability and growth, according to CEO Andrew Spodek.

IREI’s Geoffrey Dohrmann Says Investor Capital Remains Cautious, But Curiosity Returning

sborchersen-keto@reit.com — Thu, 28 May 2026 14:18:32 +0000

Dohrmann also sees “tremendous opportunity” for REIT joint ventures.

KBS’s Marc DeLuca Sees Capital Market Reset Underway for Commercial Real Estate

sborchersen-keto@reit.com — Thu, 30 Apr 2026 12:21:45 +0000

DeLuca says REITs have performed well compared to other major indices, with their strategic focus on high-quality assets and sustainability.

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.

J.P. Morgan AISS’ Pulkit Sharma on How REITs Play Complementary Role in Diversified Portfolios

sborchersen-keto@reit.com — Thu, 16 Apr 2026 14:55:57 +0000

. Real estate, and REITs in particular, play an important part of the alternative investment landscape, Sharma says.

Easterly Ranger’s Peter Zabierek Says Complex CRE Backdrop Creates Opportunity for Selective Investors

sborchersen-keto@reit.com — Thu, 09 Apr 2026 13:27:38 +0000

Peter Zabierek also highlights increased importance of management execution.

KPMG’s Sarah Kindzerske on Navigating Joint Venture Complexity in REIT Transactions

drusignola@reit.com — Fri, 03 Apr 2026 22:27:08 +0000

Early alignment on accounting, governance, and partner interests is critical to structuring successful joint ventures in a more complex REIT deal environment, Kindzerske says.