Nareit - News

CenterSquare Sees Favorable Setup for REITs from Low Supply, Solid Balance Sheets

sborchersen-keto@reit.com — Thu, 10 Sep 2026 13:49:54 +0000

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

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.

Health Care Fundamentals Remain Strong, Baby Boomers Drive Sector Demand

pconnors@reit.com — Wed, 02 Sep 2026 17:25:12 +0000

Health care REITs own and manage a variety of health care-related real estate and collect rent from tenants.

Names to Note: August 2026

pconnors@reit.com — Tue, 01 Sep 2026 18:44:01 +0000

Each month, Nareit highlights recent executive career moves, board changes, and other notable individual achievements and developments within the REIT and publicly listed real estate market.

APREA’s Sigrid Zialcita on Long-Term Investment Opportunities Across Asia Pacific

sborchersen-keto@reit.com — Thu, 20 Aug 2026 14:22:07 +0000

Zialcita points to a balanced opportunity set among emerging and developed markets.

Lineage Employee Equity Plan Creates Ownership Mindset, Supports Retention

Kyle Gustafson — Tue, 18 Aug 2026 19:09:36 +0000

Lineage’s founders sought to create meaningful ownership opportunities for their broader workforce.

Brixmor CEO on Repositioning Assets to Capitalize on Open-Air Retail Strength

sborchersen-keto@reit.com — Thu, 13 Aug 2026 13:46:24 +0000

Brian Finnegan says Brixmor has invested more than $1.5 billion in the portfolio since starting its reinvestment program.

How Operational Green Building Certifications Improve Portfolio Sustainability Benchmark Scores

Kyle Gustafson — Wed, 12 Aug 2026 18:36:11 +0000

Operational building certifications are one of the most direct ways to lift GRESB Performance scores. These increase the certified floor-area share in your portfolio, which is what GRESB uses to award points in BC1.2.

Rayonier Sees Multiple Ways to Maximize Portfolio Value Post Merger

pconnors@reit.com — Wed, 12 Aug 2026 16:32:07 +0000

Rayonier Inc.’s (NYSE: RYN) merger with PotlatchDeltic in January wasn’t simply another industry transaction; it represented the culmination of years of consolidation and the creation of a company that management believes is increasingly able to unlock value beyond traditional timber harvesting.

REIT Portfolio Managers See Tailwinds from Low Supply, Structural Growth Drivers

pconnors@reit.com — Thu, 06 Aug 2026 16:03:45 +0000

Capital markets are also open and well-functioning for the REIT market, managers say.

Truist Securities’ Barry Jonas on the Appeal of Gaming REITs to Investors

sborchersen-keto@reit.com — Thu, 06 Aug 2026 14:31:13 +0000

Jonas says the sector is seeing “buy-in” from the REIT investment community.

Gaming REITs Post Steady Improvement in FFO, NOI

pconnors@reit.com — Wed, 05 Aug 2026 15:25:25 +0000

Gaming REITs focus on acquiring real estate dedicated to gaming, entertainment, and experiential hospitality.

Yardi’s Randy Moss on the Link Between Regulatory Changes, Rising Energy Costs, NAV

sborchersen-keto@reit.com — Tue, 04 Aug 2026 17:01:30 +0000

Moss says accurate data management and compliance are vital for maintaining and enhancing property values.

Names to Note: July 2026

Kyle Gustafson — Mon, 03 Aug 2026 13:23:53 +0000

Each month, Nareit highlights recent executive career moves, board changes, and other notable individual achievements and developments within the REIT and publicly listed real estate market.

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.

Nareit Webinar Explores How REITs Are Embedding Sustainability Into Business Strategy

pconnors@reit.com — Mon, 27 Jul 2026 14:05:09 +0000

Panelists discussed how sustainability data is helping REITs drive investment decisions, engage investors, strengthen governance, and create long-term value across property sectors.

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.

Regency Centers’ Video Series Targets Smaller Retailers with Store-Opening Guidance

pconnors@reit.com — Tue, 21 Jul 2026 16:06:52 +0000

Five months after its February 2026 debut, the 12-part program has surpassed 10 million views across TikTok and YouTube.

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.

FTSE Nareit U.S. Real Estate Indexes in Review & What’s Next: Webinar Recap

pconnors@reit.com — Thu, 16 Jul 2026 14:45:11 +0000

Second quarter REIT performance and sector specific trends were among the topics discussed during the July 14 FTSE Nareit U.S. Real Estate Indexes in Review & What’s Next webinar.

COPT Defense Properties Sees Strong Growth Opportunities as Defense Spending Accelerates

drusignola@reit.com — Wed, 15 Jul 2026 22:56:57 +0000

CEO Stephen Budorick discusses the company's strong operating performance, recent credit rating upgrade, and how rising U.S. defense spending is creating long-term growth opportunities.

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.

Kite Realty CEO Says Portfolio Repositioning Strengthens Long-Term Growth Outlook

sborchersen-keto@reit.com — Wed, 15 Jul 2026 14:36:40 +0000

CEO John Kite says the REIT has spent the past two years reshaping its portfolio.

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.

CTO Realty Growth Sees Opportunity in Power Centers as Retail Fundamentals Strengthen

drusignola@reit.com — Mon, 13 Jul 2026 22:45:15 +0000

CEO John Albright discusses why power centers are regaining favor, how CTO is targeting high-growth Sun Belt markets, and where he sees long-term value creation in today's retail real estate environment.

UMH Properties Sees Affordable Housing Demand and REIT Capital Driving Long-Term Growth

drusignola@reit.com — Fri, 10 Jul 2026 19:27:08 +0000

CEO Sam Landy discusses manufactured housing demand, policy momentum, and how REIT access to capital creates a lasting competitive advantage.

Getty Realty Sees Long-Term Value in Convenience Real Estate

drusignola@reit.com — Fri, 10 Jul 2026 17:57:55 +0000

CEO Chris Constant says Getty Realty’s focus on high-quality locations, redevelopment potential, and strong tenant demand positions the company to capitalize on growth opportunities across convenience and automotive retail.

Chiron Real Estate Sets Sights on Newer, Tech-Enabled Senior Housing Assets

sborchersen-keto@reit.com — Fri, 10 Jul 2026 15:24:16 +0000

CEO Mark Decker says returns on capital are improving.

Vital Infrastructure Property Trust CEO Highlights Demand for Purpose-Built Health Care

sborchersen-keto@reit.com — Thu, 09 Jul 2026 14:15:43 +0000

CEO Zach Vaughan says REIT is looking to concentrate assets in fewer geographies.

Multifamily REIT UDR CFO on Adopting Monthly Dividends, Record Low Turnover

sborchersen-keto@reit.com — Thu, 09 Jul 2026 14:00:00 +0000

CFO Dave Bragg says apartments are more attractive than they have ever been relative to home ownership over the past 25 years or so.

Global Net Lease Sees Opportunity as Refinancing Pressures Reshape Net Lease Market

drusignola@reit.com — Wed, 08 Jul 2026 16:01:51 +0000

CEO Michael Weil discusses how disciplined underwriting, investment-grade tenants, and long-term leases are positioning the REIT to capitalize on evolving market opportunities.

Orion Properties CEO Points to Significant Increase in Demand for Office Space

sborchersen-keto@reit.com — Tue, 07 Jul 2026 16:43:26 +0000

CEO Paul McDowell also pointed to greater stability across the portfolio following several years of asset sales.

Easterly Government Properties Sees Long-Term Growth as Federal Leasing Expands

drusignola@reit.com — Tue, 07 Jul 2026 15:57:53 +0000

CEO Darrell Crate says a growing preference for leased federal facilities and a robust courthouse and laboratory development pipeline position the company for sustained growth.

BSR REIT Sees Strong Resident Retention as Sun Belt Affordability Drives Demand

drusignola@reit.com — Mon, 06 Jul 2026 16:52:26 +0000

CEO Daniel Oberste discusses why migration, job growth, and affordability continue to support Sun Belt apartment fundamentals.

CubeSmart: Self-Storage Fundamentals Continue to Improve as Pricing Strengthens

drusignola@reit.com — Mon, 06 Jul 2026 16:43:19 +0000

CEO Chris Marr says steady customer demand, easing new supply pressures, and digital advantages for larger operators are positioning the self-storage sector for continued growth.

Apple Hospitality Sees Demand Strengthening Across Leisure, Business, Group

sborchersen-keto@reit.com — Mon, 06 Jul 2026 12:53:50 +0000

CEO Justin Knight says occupancy gains have been evident both mid-week and on weekends.

LXP Industrial Trust Sees Development Opportunities as Industrial Markets Rebalance

drusignola@reit.com — Fri, 03 Jul 2026 16:50:24 +0000

CEO Will Eglin discusses demand drivers, the advantages of Sun Belt logistics markets, and why development is once again creating value for industrial REITs.

CareTrust REIT Sees Strong Tailwinds from Demographics and Operator Strength

drusignola@reit.com — Fri, 03 Jul 2026 02:39:01 +0000

CEO Dave Sedgwick says record occupancy, healthier operators, disciplined acquisitions, and powerful demographic trends are creating a favorable long-term outlook for skilled nursing and senior housing.

Phillips Edison Sees Retail Growth Opportunities Despite Uncertainty

drusignola@reit.com — Thu, 02 Jul 2026 16:33:48 +0000

CEO Jeff Edison said the company is finding acquisition opportunities and relying on a flexible capital strategy to support continued expansion.

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.

Sabra Health Care CEO Says SHOP Exposure Continues to Grow

sborchersen-keto@reit.com — Thu, 02 Jul 2026 12:53:49 +0000

CEO Rick Matros says REIT on target to meet external growth goals this year.

STAG Industrial Sees E-Commerce Growth and Power Needs Shaping Tenant Demand

drusignola@reit.com — Thu, 02 Jul 2026 02:21:10 +0000

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

First Street: Climate Risk is Already Influencing Real Estate Investment Decisions

drusignola@reit.com — Thu, 02 Jul 2026 02:16:56 +0000

Chief Economist Dr. Jeremy Porter explains why REITs are placing greater emphasis on the financial impacts of physical climate risk and how AI is improving climate modeling.

Summit Hotel Properties Seeing Strength in Midweek Travel, Urban Markets

sborchersen-keto@reit.com — Wed, 01 Jul 2026 14:18:42 +0000

CEO Jonathan Stanner anticipates additional asset sales and debt reduction.

Capital Markets Recovery is Creating New Opportunities for REITs

drusignola@reit.com — Tue, 30 Jun 2026 22:31:55 +0000

Deloitte's latest commercial real estate outlook points to stronger capital markets, continued demand for high-quality assets, and growing use of strategic partnerships.

Piedmont Realty: High-Quality Offices Continue to Attract Tenants and Investment

drusignola@reit.com — Tue, 30 Jun 2026 22:24:39 +0000

CEO Brent Smith says location, amenities, and workplace experience are driving leasing demand as companies invest in long-term office strategies.

National Healthcare Properties Positioned for Post-IPO Investment Opportunities

sborchersen-keto@reit.com — Tue, 30 Jun 2026 18:54:44 +0000

CEO Michael Anderson says the REIT intends to move toward a 100% senior housing-focused portfolio.

Agree Realty CEO Says Portfolio Positioned to Benefit as Consumers Focus on Basics

sborchersen-keto@reit.com — Mon, 29 Jun 2026 20:03:13 +0000

Joey Agree says REIT is supported by $2.4 billion in liquidity.

Australia's Property Sector Looks to AI, Global Capital to Drive Next Phase of Growth

drusignola@reit.com — Mon, 29 Jun 2026 18:36:42 +0000

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

Tanger Sees Continued Growth Opportunity Through Traffic, New Uses, and Capital Flexibility

drusignola@reit.com — Mon, 29 Jun 2026 18:22:59 +0000

Michael Bilerman says Tanger’s combination of value, experience, and disciplined capital allocation positions the company for long-term growth.