After we discussed triple net REITs in our June 2021 REIT Outlook, rising interest rates turned spread math into a moving target. From 2022 to 2024, higher weighted average cost of capital (or WACC), a slower transaction environment, and shifting acquisition cap rates made value creation difficult to underwrite. In 2025, the pieces are finally […]
November 1, 2025
Almost fifteen years ago, we debuted the Chilton REIT Outlook in July 2011 titled ‘The Role of REITs’ with the goal of informing clients and prospects about the benefits of adding REITs to their portfolios. Many of the attractive attributes of REITs remain today, but the investment landscape is vastly different. Ultimately, the MSCI US […]
October 1, 2025
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 […]
July 1, 2025
We recently attended the annual REITWeek conference, where we conducted 36 meetings with REIT CEOs and CFOs. We also attended four organized dinners, one property tour, and a run around Central Park with a REIT management team to maximize our time in New York City with REIT executives. – The key themes were: 1) a […]
