Nareit's REIT Report Podcast
A show about the latest news and developments in REITs and real estate investment. All episodes feature informative and timely interviews with REIT and publicly traded real estate executives, analysts, industry professionals, and thought leaders.
Episodes
500 episodes
Gensler’s Diane Hoskins on Creating Value by Investing in Experience-Driven Assets
Diane Hoskins, global co-chair at international architecture and design firm Gensler, joined the REIT Report podcast to review themes from Gensler’s 2026 design forecast. The impact of AI on design processes, the importance of human experience ...
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Episode 540
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35:48
Green Street’s Michael Knott Says REITs Faring Well in 2026 Amid Market Cross Currents
Michael Knott, head of U.S. REIT research at Green Street, told the REIT Report podcast that REITs have enjoyed a number of tailwinds so far this year, including an AI-driven selloff across broader markets, lower interest rates, and strong acce...
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Episode 539
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25:06
REIT Investor & Author Jussi Askola on Sector’s Advantages Versus Private Real Estate
Jussi Askola, president of Leonberg and author of the recently published book The REIT Advantage, joined the REIT Report podcast to share why he believes REITs typically offer a better investment option than private real estate.While ack...
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Episode 538
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16:52
First Street’s Jeremy Porter Urges Holistic Approach to Assessing Climate Risk Impact
Jeremy Porter, chief economist at First Street, joined the REIT Report podcast to discuss the evolving landscape of climate risk and its significant impact on corporate operations and financial performance. Porter explained how phys...
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Episode 537
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14:20
Citi Global Real Estate Team Sees Higher Returns, More Positive Supply Outlook in 2026
Three members of Citi’s global real estate research team—Nick Joseph in the United States, Aaron Guy in the U.K., and Howard Penny in Australia—joined the latest episode of the Nareit REIT Report podcast to share their thoughts on regional outl...
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Episode 536
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16:34
CBRE’s Henry Chin Expects Increased Capital Deployed in U.S. Real Estate
Henry Chin, global head of research at CBRE, joined the latest episode of the REIT Report podcast to review key themes for commercial real estate investing in 2026. Chin highlighted strong investor sentiment towards the sector, an expected incr...
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Episode 535
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13:07
mREITs Operating in Healthy Risk-Return Environment: Green Street’s Harsh Hemnani
Harsh Hemnani, senior debt research analyst at Green Street, joined the REIT Report podcast to review current trends across the commercial and residential mortgage REIT (mREIT) sector.Hemnani discussed the size and breakdown of the mREIT...
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Episode 534
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21:05
BREEAM Sees Growing Need for Data to Ensure Sustainability Performance Matches Investment Thesis
Breana Wheeler, director of U.S. operations at BREEAM, joined the REIT Report to discuss the evolving landscape of sustainability in real estate, including how investor expectations are shifting to performance-based frameworks that emphasize da...
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Episode 533
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13:56
REITs Set for Growth Amid Favorable Supply, Rate Backdrop: AEW’s Gina Szymanski
Gina Szymanski, chief investment officer at AEW Capital Management’s global securities business, joined the latest episode of the REIT Report to share her insights into the year ahead. She noted that REITs are facing a favorable macroeconomic b...
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Episode 532
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17:38
Prologis Sees Greater Focus on Supply Chain Adaptability in 2026
Melinda McLaughlin, global head of research at Prologis, Inc. (NYSE: PLD), joined the REIT Report to review major supply chain trends expected for 2026. McLaughlin discussed the performance of international logistics markets,...
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Episode 531
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14:51
REITs Positioned to Embark on Growth Journey in 2026
Nareit’s Senior Vice President for Research Ed Pierzak and Nareit Vice President for Index Management and Industry Information John Barwick joined the REIT Report to highlight key themes and trends in Nareit’s 2026
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Episode 530
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10:21
Office REIT Leasing Activity Points to Earnings Momentum Ahead
Ronald Kamdem, head of U.S. REITs and commercial real estate research at Morgan Stanley, joined the REIT Report podcast to discuss current performance in the office REIT sector and how it is positioned for 2026.Kamdem spoke about the rec...
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Episode 529
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14:47
PwC/ULI 2026 Real Estate Outlook Highlights Shift to Asset, Submarket Level Focus
Andrew Alperstein, real estate partner at PwC, joined the REIT Report to share findings from the Emerging Trends in Real Estate 2026 outlook, produced with the Urban Land Institute. A major trend highlighted in the outlook is the shift away fro...
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Episode 528
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16:06
REITs at 65: Phillips Edison CEO Says Aggressive Growth Possible Because of REIT Structure
Jeff Edison, chairman and CEO of Phillips Edison & Co., Inc. (Nasdaq: PECO), joined the REIT Report to celebrate 65 years of REITs. He noted how the REIT structure has allowed PECO to efficiently raise capital in both the retail and ...
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Episode 527
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10:33
AEW’s Mike Acton says Real Estate Provides Anchor Amid Elevated Tech Valuations
Mike Acton, head of research and strategy for North America at global real estate asset manager AEW, joined the latest episode of the REIT Report. He discussed why commercial real estate provides an anchor amid today’s tech-driven market boom, ...
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Episode 526
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19:42
Millrose Properties CEO on Modern Land Banking & Capital Efficiency
Darren Richman, CEO of Millrose Properties, Inc. (NYSE: MRP), joined the REIT Report podcast to discuss the land banking business model and how the REIT works with major home builders to improve capital efficiency.Millrose was spu...
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Episode 525
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19:42
Institutional Real Estate Investor Market Conviction Points to Increased Capital Deployment
Doug Weill, founder and co-managing partner at Hodes Weill and Associates, joined the REIT Report podcast to discuss findings from the 2025 Institutional Real Estate Allocations Monitor. Weill noted that institutions decreased targe...
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Episode 524
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10:17
SPECIAL EPISODE: Yardi’s Randy Moss on Challenges Facing Real Estate Energy Management Reporting
Randy Moss, an industry principal at Yardi, joined the latest episode of the REIT Report podcast to discuss the current landscape for energy management and sustainability reporting facing REITs and commercial real estate (CRE). Yardi is a Narei...
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Episode 523
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13:25
REIT M&A Activity Signals Investor Comfort with Current Valuations: Green Street
Daniel Ismail, co-head of strategic research at Green Street, joined the REIT Report to discuss recent REIT M&A activity and its implications for the sector.REIT M&A activity has been lively in 2025, with the pace expected to con...
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Episode 522
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9:09
Fermi IPO Points to Key Role for REITs in Powering AI Buildout: Hogan Lovells
James Davidson, Houston-based capital markets partner in the REIT practice at Hogan Lovells, was a guest on the latest episode of the REIT Report podcast. He discussed the recent Fermi Inc. IPO and its implications for the REIT industry, partic...
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Episode 521
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14:31
Deloitte’s Brian Ruben Says Tech Fluency Among Key Requirements for REIT Boards
In this conversation, Brian Rubin discusses the key issues and priorities facing REIT boards today, including economic uncertainty, regulatory compliance, and the need for technology fluency. He emphasizes the evolving skills required for board...
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Episode 520
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13:35
Bouwinvest Uses Global Listed Real Estate to Tap Compelling Sectors, Geographies
Friso Berghuis, director of listed investments at Dutch pension fund investment manager Bouwinvest, joined the REIT Report podcast to discuss the integration of REITs and listed real estate into Bouwinvest’s global investment strategy.Bo...
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Episode 519
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17:37
Hudson Pacific CEO Optimistic on West Coast Office Rebound, Studio Upside Potential
Victor Coleman, chairman and CEO of Hudson Pacific Properties, Inc. (NYSE: HPP), joined the latest episode of the REIT Report podcast. He discussed the unique positioning of Hudson Pacific in the REIT sector, with its focus on marquee of...
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Episode 518
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16:23
Deloitte 2026 Commercial Real Estate Outlook Points to Increased Global Investment
In a special episode of the REIT Report, sponsored by Deloitte, a Nareit Platinum Industry Partner, Sally Ann Flood, vice chair and U.S. real estate sector leader at Deloitte, shared some of the highlights of Deloitte's 2026 commercial real est...
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Episode 517
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18:04
DigitalBridge Sees “Rich and Diverse” Opportunity Set in REIT Market
Bill Hughes, managing director, liquid strategies at Digital Bridge Investment Management, joined the latest episode of the REIT Report podcast. He discussed opportunities in listed real estate and REITs for institutional investors, the impact ...
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Episode 516
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17:56