The drumbeat calling for the fall of office real estate has been steady and unrelenting since REITs peaked on December 31, 2021.  As we reported in our May 2023 Chilton REIT Outlook titled, “Office REITs: Where is the Bottom?” most people are not surprised to hear that office REITs (as measured by the Bloomberg REIT […]

REIT Outlook

September 1, 2023

Warren Buffett Should Buy the Cell Tower REITs | September 2023

In November, we participated in the annual REIT World conference where we had the opportunity to speak with 31 REIT management teams.  While we hope it will be the last 100% virtual conference sponsored by NAREIT, we did find it productive to speak to current portfolio companies as well as connect with several new companies […]

REIT Outlook

December 1, 2021

Property Type Round-Up from REIT World | December 2021

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