We recently attended the annual REITWeek conference, where we conducted 31 meetings with REIT CEOs and CFOs.  We also attended two organized dinners, one property tour, and even went for a run through Central Park with a REIT management team to maximize our time in New York City with REIT executives. – Similar to last […]

We published on the office sector two years ago and, following an over 50% pullback between March 2022 and May 2023, contemplated a potential bottom for public office REITs.  The bottom arrived several months later (Figure 1); however, that datapoint only scratches the surface of the office saga.  In our opinion, the real story lies […]