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 […]

REIT Outlook

July 1, 2025

Equity REITs: Takeaways from REITWeek 2025 | July 2025

As a result of the normalization of e-commerce growth after the pandemic boom, there have been numerous headlines about retailers and logistics companies rationalizing their warehouse footprints, including from the 800 lb. gorilla, Amazon (NASDAQ: AMZN).  However, these normalizations come off an exceptionally high base, and we believe the forward outlook for industrial is far […]

REIT Outlook

March 1, 2024

A Differentiated View Within Industrial REITs | March 2024

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