Podcasts about reit

Rich Hill, global head of real estate research at Principal Asset Management, was a guest on the latest episode of the REIT Report podcast. He shared insights into sentiment within the REIT space today, public-private valuations, foreign fund flows into U.S. listed real estate, the elements of a resilient, growth-oriented real estate investment portfolio, and more. Hill stressed that commercial real estate should be viewed as a “diversified portfolio of various different property types, not just in the U.S. but in Europe. There is an opportunity someplace, somewhere in the world to add value through listed REITs and we think that will continue.” He noted that adding listed REITs to a private portfolio of real estate reduces volatility. “We advocate for having a 10% to 30% allocation to listed REITs within a private portfolio of real estate because we really do think it optimizes portfolios,” he said. 

Canada's biggest tech company is helping ChatGPT fire the starting gun on a new era of online shopping. It's rare that a company files for an IPO in Canada these days, let alone an American company. And yet…

A potential $1.8 billion REIT listing is creating waves — is Centurion’s spin-off a game-changer? NTT DC REIT’s debut draws 10x oversubscription, but did it deliver post-listing? Michelle unpacks earnings momentum in the US: Netflix, JPMorgan, Wells Fargo, Seagate, and Progressive. What does a stronger Sing dollar mean for your wallet? Plus, STI hits a new high with movers like DFI Retail, UOL, and Venture Corp. Hosted by Michelle Martin Companies Mentioned Include: Centurion, NTT DC REIT, Netflix, Seagate Technology, Progressive, DFI Retail & Wilmar International.See omnystudio.com/listener for privacy information.

Singapore’s Q2 growth surprises—so why is momentum fading? Michelle Martin unpacks OCBC’s leadership shift, NTT DC REIT’s hot listing, and FedEx’s robot deliveries. Kraft Heinz considers a mega spinoff, Grab takes a downgrade, and Creative warns of losses. Plus, how Trump’s tariff shockwaves may reshape global trade deals with Europe and Mexico. The STI flirts with the 4,100 mark—how are SingTel and Yangzijiang faring? Hosted by Michelle Martin Companies Mentioned include:OCBC, DBS, UOB, Great Eastern, NTT, BlackRock, Fidelity, FedEx, Mapletree Industrial Trust, JPMorgan, Citigroup, Bank of America, Goldman Sachs.See omnystudio.com/listener for privacy information.

Singapore dividend lovers, here's something to cheer about! The Singapore REIT scene just got a new heavyweight contender — NTT DC REIT, backed by global telecom giant NTT Ltd., is making its trading debut on the SGX. With a projected 7.5% yield and exposure to high-demand data centres across the US, Europe, and Singapore, this IPO is turning heads among dividend hunters and tech-savvy investors alike. But does the yield hold up long-term? And how does it stack against data centre REIT darlings like Keppel DC REIT? Find out with Dan Koh and Ryan Huang as they find out if this should be the next big thing in your portfolio!See omnystudio.com/listener for privacy information.

Wall Street closed lower on Friday after President Trump announced a 35% tariff on Canada and threatened higher tariffs across the board. The S&P500 retreated 0.33% a day after posting a fresh record high, the Nasdaq lost 0.22% and the Dow Jones ended the day down 0.63%.In Europe on Friday, markets closed lower as investors awaited the highly anticipated tariff letter to arrive from President Trump outlining the damage of tariffs set to come. The STOXX 600 lost 1.1%, Germany's DAX and the French CAC each lost 0.9% and, in the UK, the FTSE100 ended the day down 0.4%.Across the Asia region on Friday, it was a mixed session after President Trump announced a blanket 15% or 20% tariff on most trade partners. Hong Kong's Hang Seng rose 0.75%, China's CSI index rose 0.12%, Japan's Nikkei slipped 0.19% and South Korea's Kospi index ended the day down 0.23%.Locally to end the last trading week, the ASX200 posted a 0.11% loss as every sector aside from materials stocks ended the day in the red. For the week, the ASX200 posted a 0.27% loss as strong declines among REIT and tech stocks offset strength among utilities and materials stocks.Rare earths producers locally surged on Friday after the US Department of Defence agreed to take a 15% stake in MP Materials, a US-based rare earths producer. Lynas Rare Earths (ASX:LYC) rose over 16% on Friday while Arafura Rare Earths (ASX:ARU) added 5.56%.Johns Lyng Group (ASX:JLG) soared over 21% on Friday after announcing it has agreed to a $1bn takeover offer from Pacific Equity Partners, an Australian-based private markets fund manager.Most traded securities:The most traded stocks by Bell Direct clients on Friday were led byCSL (ASX:CSL)Neuren Pharmaceuticals (ASX:NEU)NAB (ASX:NAB)And the most traded ETFs were led byVanguard Australian Shares Index ETF (ASX:VAS)Betashares Nasdaq 100 ETF (ASX:NDQ)Vanguard Msci Index International Shares ETF (ASX:VGS)What to wach today:On the commodities front this morning oil is trading 3.27% higher at US$68.75/barrel, gold is up 0.92% at US$3354.76/ounce and iron ore is down 0.05% at US$96.71/tonne.The Aussie dollar has weakened against the greenback to buy 65.64 U.S. cents, 96.60 Japanese yen, 45.91* British pence and 1 New Zealand dollar and 9 cents.Ahead of the first trading session of the new week, the SPI futures are anticipating the ASX will open the day down 0.15% tracking the global market turbulence overnight.Trading ideas:Bell Potter has initiated coverage of Kinatico (ASX:KYP) with a buy rating and a 12-month price target of 30cps. The company is a leading provider of ‘know your people' solutions to organisations across Australia and NZ with a legacy business – CVCheck – which provides employment screening to over 10,000 repeat corporate customers. Bell Potter's analyst sees the buy rating is supported by upcoming catalysts including FY25 results, positive outlook statements and the successful launch of ComplianceX this quarter with strong initial take-up of the solution.And Trading Central has identified a bearish signal on Tasmea (ASX:TEA) following the formation of a pattern over a period of 22-days which is roughly the amount of time the share price may fall from the close of $3.37 to the range of $2.65 to $2.80 according to standard principles of technical analysis.

Nareit Senior Vice President for Research Ed Pierzak was a guest on the latest episode of the REIT Report to share highlights of Nareit's 2025 mid-year update. Pierzak reviewed expectations for the REIT industry coming into the year, and how the reality has played out in recent months. He described the first half of the year as a roller coaster ride for REIT investors, with turbulence resulting from new directions in trade policy and economic uncertainty. “The current thinking is that the ride may have ended at mid-year, really kind of leaving us in the same place as we started the year. But if the ride restarts due to the new tariff actions, the experience of the last six months really gives us confidence that REITs are well positioned to weather additional volatility and thrive,” Pierzak said. Elsewhere in the interview, Pierzak reviewed the state of REIT balance sheets and the impact of higher interest rates, among other topics.

Looking for a smarter, safer way to invest in real estate—without picking up a hammer or managing tenants?This week on the Exit Strategies Radio Show, host Corwyn J. Melette sits down with Merriah Harkins, Chief Sales Officer at Lucrum Capital, a private real estate lending firm structured as a REIT. With more than 20 years of experience in raising capital for alternative investment funds, Merriah breaks down how accredited investors can earn steady monthly income (7%–8.5%) by passively investing in short-term, first-position loans secured by real estate.She explains the mechanics of Lucrum's conservative fund structure, how their low loan-to-value (LTV) model offers downside protection, and why their REIT structure provides additional tax advantages for investors—especially those using retirement accounts.

We are unpacking how REITs support senior living operators, plus hear insider details into the recent proxy fight with an activist investor straight from Eric Mendelsohn, CEO of NHI. Don't miss these valuable lessons from an industry leader on serving partners and working toward mutual success.This episode was recorded at the 2025 NHI Symposium.Sponsored by Aline, NIC MAP, Procare HR, Sage, Hamilton CapTel, Service Master, The Bridge Group Construction and Solinity. Produced by Solinity Marketing.Become a sponsor of Bridge the Gap.Connect with BTG on social media:YouTubeInstagramFacebookTwitterLinkedInTikTokMeet the Hosts:Lucas McCurdy, @SeniorLivingFan Owner, The Bridge Group Construction; Senior Living Construction Renovation, CapEx, and Reposition. Joshua Crisp, Founder and CEO, Solinity; Senior Living Development, Management, Marketing and Consulting.

Wall St closed lower to start the new week as President Trump reportedly posted letters to countries indicating new tariff terms and amounts that will come into play once the July 9 waiver deadline ends. The Dow Jones fell 0.94% on Monday, the S&P 500 lost 0.79% and the tech-heavy Nasdaq ended the day down 0.92%.Imports from at least 7 countries will face hefty tariffs from August 1 according to Trump's latest posts on his social platform, Truth social.In Europe overnight, markets mostly rose before Trump's latest tariff updates were revealed. The STOXX 600 rose 0.4%, Germany's DAX added 1.1%, the French CAC climbed 0.4%, and, in the UK, the FTSE100 ended the day down just 0.2%.Across the Asia region overnight, markets closed mixed as Trump's tariff deadline day tomorrow looms and on the back of Trump announcing reciprocal tariffs will commence from August 1. China's CSI index fell 0.43%, Hong Kong's Hang Seng lost 0.61%, Japan's Nikkei dropped 0.56%, and South Korea's Kospi index ended the day up 0.17%.Locally to start the new trading week, the ASX200 slipped into the red to post a 0.16% loss following the record close on Friday as investors await the RBA's rate announcement today and ahead of Trump's tariff waiver deadline tomorrow.Investors are increasingly on edge ahead of Trump's tariff waiver deadline ending on Wednesday 9th July as widespread concerns revolve around trade deals not being done thus leading to hefty tariffs disrupting trade moving forward. The local market is following the trends of global markets from late last week as investor optimism fades ahead of Wednesday's tariff deadline. Given the key index is trading around record territory of late, investors are also likely awaiting the RBA's rate decision today before making any big moves.Ahead of the RBA's anticipated rate cut out today, investors also took profits from the banks as banks tend to perform worse in a lower interest rate environment.Investors and the market are factoring in a 97% chance of a rate cut out of the RBA today to the effect of a 25-basis point cut. Should the RBA announce a cut we will likely see the tech, REIT and discretionary sectors continue to rally as such sectors tend to outperform in a lower interest rate environment.Northern Star Resources (ASX:NST) tumbled 6% on Monday after the gold miner announced its production showed output at the lower end of guidance, while Origin Energy (ASX:ORG) rose over 5% on reports that UK start-up Octopus Energy, which Origin has a 23% stake in, is planning to demerge its tech division.What to watch today:On the commodities front this morning oil is trading 2.36% higher at US$68.02/barrel, gold is up 0.03% at US$3336.19/ounce and iron ore is down 1.06% at US$95.22/tonne.The Aussie dollar has weakened against the greenback to buy 64.89 US cents, 94.77 Japanese yen, 47.76 British pence and 1 New Zealand dollar and 8 cents.Ahead of Tuesday's trading session the SPI futures are anticipating the ASX will open the day down 0.55%.Trading Ideas:Bell Potter has initiated coverage of Titomic (ASX:TTT) with a speculative buy rating and a 12-month price target of $0.50/share. Titomic is an Australian company at the forefront of industrial-scale metal additive manufacturing and Bell Potter's analyst sees the increasing spend in defence, especially to come in the US, as a growth opportunity for Titomic.And Trading Central has identified a bullish signal on Origin Energy (ASX:ORG) following the formation of a pattern over a period of 15-days which is roughly the same amount of time the share price may rise from the close of $11.55 to the range of $12.00 to $12.20 according to standard principles of technical analysis.

FirstMetroSec's Anjz Baccay shares our updated insights on RL Commercial REIT, Inc. (RCR). In this episode, Anjz discussed our target price and recommendation for the stock. These and more, only here on Philippine Stock Market

In this episode we discuss Safestay, Tritax Big Box REIT, Watches of Switzerland Group, Halfords, Supreme & Fevertree$ssty $bbox $wosg $hfd $sup $fevr#ssty #bbox #wosg #hfd #sup #fevr

Niche commercial real estate sectors often offer attractive risk adjusted returns.  On this week's show, Michael gets the latest on real estate and REIT investing strategies in the current market and the latest on the cannabis industry from CEO of Newlake Capital Partners (NLCP) Anthony Coniglio.  Discussions include economic outlook, interest rates, legalization trends, banking and market opportunities.    C5 + CCIM Global Summit 2025 - The premiere commercial real estate conference for networking, dealmaking, and investment opportunities, September 16-18th in Chicago: https://c5summit.realestate/ Bull Realty - Customized Asset & Occupancy Solutions: https://www.bullrealty.com/ Commercial Agent Success Strategies - The ultimate commercial broker training resource: https://www.commercialagentsuccess.com/ Watch the video versions of our show on YouTube! https://www.youtube.com/c/Commercialrealestateshow

Should you buy a rental property or invest in a REIT? In this episode, Dan welcomes Simon from the Canadian Investor Podcast to break down the pros and cons of both strategies. Simon goes over some of the key metrics to look at when analyzing a REIT. From payout ratios and leverage limits to tenant base and growth strategy, we cover the critical factors that separate the good from the bad. Whether you're new to real estate investing or looking to diversify your portfolio, this episode will help you decide which path makes the most sense for your goals. Exchange-Traded Funds (ETFs) | BMO Global Asset Management Buy & sell real estate with Ai at Valery.ca Get a mortgage pre-approval with Owl Mortgage Canadian Investor Rodeo Tickets Unpacking Multiplexes Tickets free 1 week trial for Realist PremiumSee omnystudio.com/listener for privacy information.

Learn how to navigate gas prices this summer, then hear how to make your money work after retiring early and moving abroad. What's going on with gas prices this summer? How can early retirees turn their savings into income abroad? Hosts Sean Pyles and Elizabeth Ayoola discuss gas price trends and smart investment options for early retirees to help you plan a smoother ride — both on the road and in your financial journey. Joined by NerdWallet's Anna Helhoski and AAA's Aixa Diaz, they begin with a discussion of 2025 gas prices, with tips and tricks on timing your fill-ups, choosing the right fuel blend, and prepping your car for summer travel. Then, Sean and Elizabeth answer a listener's question about how to turn $150,000 in savings into ongoing passive income after achieving FIRE (Financial Independence, Retire Early) and relocating to Spain. They discuss how to balance accessibility with growth through options like CD ladders, T-bills, REITs, and dividend ETFs. They also explore considerations around managing rental properties from abroad, currency risk, and the importance of working with a CPA to avoid tax pitfalls when investing internationally. Use NerdWallet's free compound interest calculator to see how your savings and investment account balances can grow with the magic of compound interest: https://www.nerdwallet.com/calculator/compound-interest-calculator  Dividend aristocrats are stocks that raise their dividends every year. Here's an overview of how to invest in them: https://www.nerdwallet.com/article/investing/top-dividend-aristocrats-list Dividend stocks can be a great choice for investors looking for passive income and portfolio stability. View NerdWallet's list of the best high-dividend stocks and learn how to invest in them: https://www.nerdwallet.com/article/investing/how-to-invest-dividend-stocks  Here's NerdWallet's list of the best ways to send money internationally: https://www.nerdwallet.com/article/banking/best-ways-to-wire-money-internationally  In their conversation, the Nerds discuss: gas prices 2025, summer gas prices, how to save money on gas, why are gas prices rising, AAA fuel cost calculator, road trip cost calculator, gas price trends, crude oil price impact on gas, how to prepare for a road trip, car maintenance for road trips, road trip emergency kit checklist, what affects gas prices, hurricane impact on gas prices, early retirement abroad, how to generate passive income after FIRE, CD ladder strategy, high-yield savings alternatives, best short-term investments, moving to Spain finances, cost of living in Spain vs USA, living off rental income abroad, managing rental property from overseas, REIT vs dividend ETF, opening brokerage account abroad, FATCA rules for expats, real estate income planning, investing while living overseas, treasury bills vs CDs, compound interest calculator, diversifying passive income, financial planning after FIRE, and retiring in your 40s. To send the Nerds your money questions, call or text the Nerd hotline at 901-730-6373 or email podcast@nerdwallet.com. Like what you hear? Please leave us a review and tell a friend. Learn more about your ad choices. Visit megaphone.fm/adchoices

Real estate activist Jonathan Litt discusses concerns that REIT boards often identify distorted peer groups to justify problematic executive pay, as well as why specific directors at 15 REITs should face vote-no campaigns.

Earnest Sweat, a tech innovation expert, was a guest on the latest edition of the REIT Report podcast. In the first of a three-part miniseries, Sweat began the process of examining the intersection of AI with the REIT sector.Sweat is a venture capitalist and general partner at Stresswood, an early-stage fund focused on backing exceptional founders building the next wave of enterprise technology.Sweat said technology can be beneficial because “companies are all expected to produce more with fewer resources.” He stressed the importance for REIT leaders to speak with middle management to ascertain where AI can handle repeatable tasks, and to stress to management that technology is not a “precursor to them losing their jobs.”

Immigration detention and enforcement may be getting around $150 billion in additional funding over the next four years. What will that go to? Some Black tenants are disproportionately being evicted by Real Estate Investment Trusts (REITs) in LA, a new UCLA study finds. KCRW hears from two sisters who've experienced this. Amelia Earhart is known as a pioneering aviator who died tragically — her remains are likely still lying in the Pacific Ocean. However, her choice to circumnavigate the globe was reckless, says author Laurie Gwen Shapiro. LACMA opened its new David Geffen Galleries building to the public last week for a sneak peek. Down the street, Blum Gallery closes after over 30 years in LA. 

Ron Kamdem, our U.S. Real Estate Investment Trusts & Commercial Real Estate Analyst, discusses how GenAI could save the real estate industry $34 billion and where the savings are most likely to be found.Read more insights from Morgan Stanley.----- Transcript -----Welcome to Thoughts on the Market. I'm Ron Kamdem, Head of Morgan Stanley's U.S. Real Estate Investment Trusts and Commercial Real Estate research. Today I'll talk about the ways GenAI is disrupting the real estate industry.It's Tuesday, July 1st, at 10am in New York.What if the future of real estate isn't about location, location, location – but automation, automation, automation?While it may be too soon to say exactly how AI will affect demand for real estate, what we can say is that it is transforming the business of real estate, namely by making operations more efficient. If you're a customer dealing with a real estate company, you can now expect to interact with virtual leasing assistants. And when it comes to drafting your lease documents, AI can help you do this in minutes rather than hours – or even days.In fact, our recent work suggests that GenAI could automate nearly 40 percent of tasks across half a million occupations in the real estate investment trusts industry – or REITs. Indeed, across 162 public REITs and commercial real estate services companies or CRE with $92 billion of total labor costs, the financial impact may be $34 billion, or over 15 percent of operating cash flow. Our proprietary job posting database suggests the top four occupations with automation potential are management – so think about middle management – sales, office and administrative support, and installation maintenance and repairs.Certain sub-sectors within REITs and CRE services stand to gain more than others. For instance, lodging and resorts, along with brokers and services, and healthcare REITs could see more than 15 percent improvement in operating cash flow due to labor automation. On the other hand, sectors like gaming, triple net, self-storage, malls, even shopping centers might see less than a 5 percent benefit, which suggests a varied impact across the industry.Brokers and services, in particular, show the highest potential for automation gains, with nearly 34 percent increase in operating cash flow. These companies may be the furthest along in adopting GenAI tools at scale. In our view, they should benefit not only from the labor cost savings but also from enhanced revenue opportunities through productivity improvement and data center transactions facilitated by GenAI tools.Lodging and resorts have the second highest potential upside from automating occupations, with an estimated 23 percent boost in operating cash flow. The integration of AI in these businesses not only streamline operations but also opens new avenues for return on investments, and mergers and acquisitions.Some companies are already using AI in their operations. For example, some self-storage companies have integrated AI into their digital platforms, where 85 percent of customer interactions now occur through self-selected digital options. As a result, they have reduced on-property labor hours by about 30 percent through AI-powered staffing optimization. Similarly, some apartment companies have reduced their full-time staff by about 15 percent since 2021 through AI-driven customer interactions and operational efficiencies.Meanwhile, this increased application of AI is driving new revenue to AI-enablers. Businesses like data centers, specialty, CRE services could see significant upside from the infrastructure buildout from GenAI. Advanced revenue management systems, customer acquisition tools, predictive analytics are just a few areas where GenAI can add value, potentially enhancing the $290 billion of revenue stream in the REIT and CRE services space.However, the broader economic impact of GenAI on labor markets remains hotly debated. Job growth is the key driver of real estate demand and the impact of AI on the 164 million jobs in the U.S. economy remains to be determined. If significant job losses materialize and the labor force shrinks, then the real estate industry may face top-line pressure with potentially disproportionate impact on office and lodging. While AI-related job losses are legitimate concerns, our economists argue that the productivity effects of GenAI could ultimately lead to net positive job growth, albeit with a significant need for re-skilling.Thanks for listening. If you enjoy the show, please leave us a review wherever you listen and share Thoughts on the Market with a friend or colleague today.

Can Singapore’s stock market reclaim its shine with a billion-dollar REIT? NTT is launching the biggest S-REIT listing in a decade with its data centre assets, while Info-Tech Systems and China Medical aim to go public on SGX. Meanwhile, Dell and Nvidia insiders are cashing out, and Apple hits box office gold with F1. Hosted by Michelle Martin with Ryan Huang, this episode dives into SGX’s IPO revival, data centre REITs, US-China trade vibes, and insider moves. We also spotlight Hongkong Land, CapitaLand Investment, Mapletree Industrial Trust, and Q & M Dental in the STI wrap. Discussed companies NTT, Info-Tech Systems, China Medical, SGX, Dell, Nvidia, Apple, Q & M Dental, Hongkong Land, CapitaLand Investment, Mapletree Industrial Trust, Sembcorp IndustriesSee omnystudio.com/listener for privacy information.

podcast Diario en Movimiento hacemos un resumen de las principales noticias tecnológicas de los últimos 7 días. 23/06 Los europeos buscan la "soberanía digital" mientras las tecnológicas estadounidenses se adhieren a Trump. 23/06 Hellobike de China crea una nueva empresa de robotaxis con Ant Group y CATL. 24/06 Goldman Sachs lanza un asistente de inteligencia artificial para toda la empresa 24/06 La agencia de seguridad estadounidense contacta a Tesla por problemas con los robotaxi vistos en videos en línea. 25/06 Amazon Prime Video tendrá el canal centrado en la fe de Wonder Project en Estados Unidos este otoño. 25/06 Putin autoriza la creación de una aplicación de mensajería estatal para combatir a WhatsApp y Telegram. 26/06 Reino Unido podría obligar a Google a cambiar sus clasificaciones de búsqueda y ofrecer alternativas. 26/06 La Comisión Europea permitirá la intercambiabilidad de monedas estables. 27/06 Microsoft y OpenAI se enfrentan por la inteligencia artificial general. 27/06 Bezos habla con Trump mientras intenta conseguir más contratos gubernamentales para Blue Origin. 28/06 Meta firma acuerdos para obtener más energía solar y eólica para centros de datos. 28/06 NTT ha presentado un prospecto preliminar para cotizar REIT en la Bolsa de Singapur. 28/06 La minorista de moda china Shein presentará de forma confidencial una solicitud para su salida a bolsa en Hong Kong. 29/06 Los pedidos masivos del nuevo SUV de Xiaomi aumentan la amenaza para Tesla. 29/06 Meta podría enfrentarse a multas diarias por el modelo de pago o consentimiento, advierte la UE. No dejes de suscribirte al podcast en tu plataforma favorita para escuchar cada mañana a las 7:00 (hora española peninsular) un nuevo episodio. También puedes conectar con este podcast a través de nuestra cuenta de Bluesky desde donde seguimos la conversación cada día.

Let me share what I've gathered about the state of the self-storage industry halfway through 2025. This is based on the latest Yardi Matrix data, Radius insights, REIT shareholder reports, and—just as importantly—my own observations and experience in the trenches. I will also share with you my insights on what to focus on and not focus on for the next 12 to 18 months or so. **Online Courses at The Quickstart Academy** https://TheQuickStartAcademy.com/ **Listen on Apple Podcasts** ** 5 KPIs we measure** https://creatingwealththroughselfstorage.lpages.co/top-5-kpi-ebook/ **My blog** Creating Wealth Through Self Storage **Facebook** https://www.facebook.com/markhelmselfstorage/ **Twitter** Tweets by MarkHelmSelfSt **The Storage World Analyzer** http://storageworldanalyzer.com/ **The QuickStart Academy Store** https://quick-start-academy.myshopify.com

Adrianna Giesey, senior portfolio manager at Russell Investments, shared how the firm is providing investors with access to modern economy real estate by incorporating a specialty sector REIT strategy.“We like the REIT market to gain access to the specialty sectors, which is a nice compliment to a core real estate portfolio,” Giesey said. She added that Russell Investments expects these modern economy sectors, such as data centers and single family rentals, to see stronger cash flow growth over the medium term.The best way for investors to gain access to modern economy real estate is to trim traditional private real estate holdings and add listed specialty sectors, Giesey said. “This is the most efficient and low-cost way to access these specialty sectors at scale. We've helped clients do this in the past, and it's been a success all around.”

25 Jun 2025. What does that say about macro sentiment? Economist Jeanne Walters gives us her take. Plus, Al Mal Capital outlines its plan to raise Dhs200 million for its REIT. And we head to Palm Jumeirah, where 25 Degrees just bought a $100 million plot - Development Director Joe Chamberlin tells us who’s buying and what they’re building. Also, it's just over a year since Parkin became a publicly listed company - we take stock with the CEO.See omnystudio.com/listener for privacy information.

Andrzej Domański o nowym podatku dla banków, o koszcie misji polskiego astronauty, mrożeniu cen prądu, REIT-ach, kwocie wolnej do 60 tys. i m.in. podwyżkach dla budżetówki czy służby zdrowia

In this episode of Yet Another Value Podcast, host Andrew Walker welcomes back Bill Chen of Rhizome Partners, one of the platform's most popular and deeply knowledgeable guests in real estate investing. Fresh from attending NAREIT, Bill unpacks trends across the public and private real estate sectors, offering a unique vantage on REIT performance, multifamily fundamentals, and the developing divergence in valuation metrics. The discussion spans topics from rent regulation in New York, to capital allocation discipline among REITs, and dives into lesser-understood niches like grocery-anchored retail and net lease offices. Andrew and Bill blend data with real-time market observations to help listeners better understand value opportunities in today's real estate landscape.__________________________________________________[00:00:00] Andrew introduces Bill Chen[00:01:38] Bill recaps NAREIT conference takeaways[00:02:11] Public REITs vs private market stress[00:05:26] Construction collapse, capex outlook[00:12:18] Sunbelt rent growth and pipeline[00:21:36] Public REITs IRR and exit caps[00:27:20] NYC resi optimism vs politics[00:29:20] Clipper's challenges and NYC outlook[00:31:01] Sunbelt policy contrasts and rent trends[00:33:56] Postmortem: REIT investment performance[00:36:05] Tech and operational edge in REITs[00:37:11] Resilience, affordability, and dividends[00:44:14] AI impact on operations and leasing[00:48:56] Alexander's, office market bifurcationLinks:Yet Another Value Blog: https://www.yetanothervalueblog.comSee our legal disclaimer here: https://www.yetanothervalueblog.com/p/legal-and-disclaimer

Conor Flynn, CEO of Kimco Realty (NYSE: KIM) and Nareit 2025 Chair, joined the 500th episode of the REIT Report to provide a close-up view of how a leading retail REIT is navigating today's complex market environment.Flynn highlighted the resiliency of both the consumer and tenant base in the open-air shopping center space, pointing out that there's been 13 years of virtually no new supply.“That obviously is a big benefit and it's showcasing in the occupancy side because occupancies now are at all-time highs. Even with some disruption from tariffs and some smaller bankruptcies, retailers are continuing to expand their footprint and have identified that the store base is really the best opportunity, and the most profitable, to service the consumer in as many ways as possible,” Flynn said.He noted that convenience and value are “the sweet spot of where consumers are focused today.”

Get ready to uncover the secrets of one of commercial real estate's most resilient and misunderstood asset classes: self-storage. In this in-depth episode, Tait Duryea and Ryan Gibson explore why self-storage continues to outperform in uncertain times, how millennials are transforming storage use, and what makes it such a powerful wealth vehicle for passive investors. They share personal stories, break down tenant behavior, explain how to boost NOI with tenant insurance, and demystify cap rates and value creation. Plus, hear about their upcoming Houston tour where you can walk properties and learn the strategy firsthand.Show notes:(0:00) Intro(4:07) A brief history of self-storage(8:52) Sticky tenants and rent increases(11:09) Millennials, boomers, and behavior shifts(15:06) Business use cases and commercial demand(18:43) Automation, kiosks, and virtual support(23:02) Recession resistance and industry resilience(30:20) Buying from mom and pops(35:48) What actually drives cap rate compression(43:10) Capital flows and REIT consolidation(47:40) Outro

Chinese biotech stocks are breaking out—with deals involving Pfizer, Bristol-Myers Squibb, and BioNTech rewriting the playbook for global pharma partnerships. But will the rally last? Back in Singapore, banks like DBS, OCBC, and UOB are buying back shares at scale. And Q&M Dental’s CEO is doubling down on his stock. Plus: Amazon and Walmart explore launching their own stablecoins—could Visa and Mastercard be in trouble? Hosted by Michelle Martin with Ryan Huang, this episode also touches on Novo Nordisk, Oracle, Pop Mart, Emirates, and Jardine Matheson as we unpack the week in markets. Companies mentioned in this episode: Pfizer, Bristol-Myers Squibb, BioNTech, 3SBio, DBS, OCBC, UOB, Q&M Dental, Amazon, Walmart, Visa, Mastercard, Novo Nordisk, Oracle, Pop Mart, Emirates, Jardine Matheson, SATS, SGX.See omnystudio.com/listener for privacy information.

Could 2025 be the year Singapore's REIT market regains its shine? With Centurion gearing up for a REIT IPO backed by worker and student housing, Keppel DC REIT reclaiming a spot on the STI, and Singapore office REITs posting resilient Q1 numbers, the landscape is shifting fast. Hosted by Michelle Martin with guest Kenny Loh, REIT Specialist and Wealth Advisory Director, this episode explores what’s hot, what’s risky, and whether investor appetite can absorb a new wave of IPOs in an already liquidity-sensitive market.See omnystudio.com/listener for privacy information.

Every quarter we take a close look at a sample of REIT earnings calls across key property sectors, including industrial, office, retail, multifamily, data centers, and healthcare. We drill into how each segment is performing in the face of macroeconomic pressures, emerging opportunities, and evolving investor expectations. Listen in to this episode to uncover where resilience is taking hold and what may lie ahead for commercial real estate. Key Moments:00:49 Q1 REIT Earnings Recap01:53 Industrial REITs14:09 Office REITs26:23 Retail REITs36:32 Multifamily REITs45:59 Data center REITs53:08 Healthcare REITs56:19 Key Takeaways and Market Sentiment Resources Mentioned:Email us - altusresearch@altusgroup.comThanks for listening to the “CRE Exchange” podcast, powered by Altus Group. If you enjoyed this episode, please leave a review to help get the word out about the show. And be sure to subscribe so you never miss another insightful conversation.#CRE #CommercialRealEstate #Property

Join Michelle Martin and Ryan Huang as they unpack why Centurion’s REIT listing is exciting investors, how Super Hi is cooking up overseas success, and what Meta’s $14B move on Scale AI means for tech. Explore the implications of Trump’s China rare-earths “deal,” Inditex’s fast-fashion strength, and today’s STI movers. Plus, the last word goes to a million-yuan doll. Hosted by Michelle Martin with Ryan Huang. Featured companies: Centurion, Haidilao (Super Hi), Meta, Inditex, ST Engineering, Venture Corp, Singapore Exchange.See omnystudio.com/listener for privacy information.

Connect with Anthony:https://newlake.com/Click to text the show! Email Jonathan with comments or suggestions:podcast@thesourcecre.comOr visit the webpage:www.thesourcecre.com*Some or all of the show notes may have been generated using AI tools.

Second week of June, what'd you miss in vet med?100th Episode!Zoetis and IDEXX's new launchesPieper now COVEAcutePet turns One$35M Investment in REITBSAVA Congress RetiresHelpful links:The Bird Bath substack

Inside Voices, Community Conversations: “CARE REIT - Rethinking Investment in Early Education” by WNHH Community Radio

Jobs market remains in a good spot  Headline nonfarm payrolls increased 139k in the month of May, which was above the estimate of 125k, but below April's reading of 147k. A big negative in the report was the fact that March and April saw negative revisions that caused payrolls in those months to decline by a combined 95k versus what was previously reported. Even with that, if you zoom out and look at the big picture the economy is still adding jobs at a healthy rate given the fact that the unemployment rate has remained at 4.2%. I would also say it was a big positive that the private sector saw good growth since federal government payrolls declined by 22k in the month of May and are now down by 59k since January. I still expect losses to accelerate in the coming months for government payrolls since employees on paid leave or receiving ongoing severance pay are still counted as employed. Areas that saw major growth in the month included health care, which added 62k jobs and leisure and hospitality, which added 48k jobs in the month. Many of the other major industries saw little change. Wages were also positive in the month for workers as average hourly earnings grew 3.9% compared to last year. This was above the forecast of 3.7% and last month's reading of 3.8%. I believe this is a good level for wage growth as it is healthy for workers, but not overly concerning on the inflation front. I would say this jobs report did little to change the narrative on the economy as it showed it remains healthy, but it definitely appears to be slowing.    Office space may be harder to find in the coming years  For the first time in at least 25 years, office conversions and demolitions will exceed new construction, which means there will be less space available. CBRE Group found that across the largest 58 U.S. markets, 23.3 million square feet of space will be demolished or converted to other uses by the end of this year while just 12.7 million square feet of space is expected to be completed by developers in those markets. We do have an office REIT in our portfolio and they recently talked about how leasing has continued to exceed expectations. I continue to believe the office has a valuable place in business and we have continued to see more and more companies implement return to office mandates. With less supply out there and demand remaining strong, we should see owners of office space benefit from stabilizing rents and increasing prices in the coming years. On the other side of coin, I have continued to express concern about the long-term dynamics for multifamily housing due to the construction boom in the space and potential oversupply. It's not just the new construction though as developers have another 85 million square feet of office space being readied for conversion in the next few years. This comes after office conversations to multifamily residences that have generated roughly 33,000 apartments and condominiums since 2016. It is estimated by CBRE that each conversion on average produces around 170 units. As a contrarian investor I many times like to go against the grain. With that being said I am definitely much more interested in the office space over the residential space at this point in time.      Facebook scams are out of control  There's no way of tracking the exact number of scams or the dollar amount lost from scams on Facebook and Instagram, but JP Morgan Chase said between the summers of 2023 and 2024 they accounted for nearly half of all reported scams on Zelle. An internal analysis from 2022 found that 70% of newly active advertisers on the platform are some forms of scam or low-quality products. Meta, the owner of Facebook and Instagram, does over $160 billion in advertising and is hesitant to put any restrictions that could prevent growth in their ad business. In 2024, the Wall Street Journal discovered documents that advertisers can be hit with anywhere between eight and 32 automated strikes for financial fraud before their accounts are banned. On top of that, Facebook Marketplace, which is its online secondhand market, has now passed Craigslist as the most heavily used platform for free classified ads and it has become a great place for scams. The scam that most people fall for is the sale of pets. This comes even though Meta bans the peer-to-peer sale of live animals. Meta has as argued in court it is not their legal responsibility to deal with the issue. Section 230 in the US telecommunications law relieves platforms like Facebook and Instagram from liability of users who create their own content. This is currently being tested by an Australian mining billionaire because Facebook failed to remove fraudulent investment advertisements that used his image and AI cloned voice. Hopefully he wins the case. In the meantime, I would have to recommend that people stay away from using Facebook or Instagram for buying from advertisers on their platforms because you could be dealing with someone from China, Vietnam, or the Philippines, who have stolen pictures of a familiar company that you think you know, even including its address. And once you give them your credit card information or any other financial information, they have you and your problems will begin.   Financial Planning:  Retirement Savings Rate Hits Record High; How Do You Compare?  The average 401(k) savings rate, including employee contributions and employer matches, has reached a record high of 14.3%, nearing the widely recommended target of 15% for a secure retirement. This milestone reflects growing awareness of the importance of long-term financial planning, especially as traditional pensions continue to disappear. However, the ideal savings rate isn't one-size-fits-all. Individuals who begin saving in their early 20s may be able to retire comfortably with a lower contribution rate, while those who delay investing until their 30s or 40s often need to save well above 15% to catch up. Starting early allows compound interest to do more of the heavy lifting, highlighting the value of consistent, proactive saving from a young age. For example, someone who starts at the beginning of their career might be okay saving as little as 7% of their income and still retire on time. This means if they save the minimum necessary to receive the full company match (5% contribution + 4% match = 9%) they likely will be fine. However, waiting until their 40's may require a savings rate of 25% or more to produce the same retirement income.    Companies Discussed: Salesforce, Inc. (CRM), The Gap, Inc. (GAP), Wells Fargo & Company (WFC) & Steel Dynamics, Inc. (STLD)

Ian Anderson of Merchant West Investments considers the impact of lower interest rates, attractive dividend yields, reduced vacancies, and ongoing value in Reit valuations.

Matete Thulare of RMB weighs in on the rand – can the currency's newfound muscle keep flexing? Ian Anderson at Merchant West Investments reviews May's Reit run – are there still bargains in the sector? Petri Redelinghuys from Herenya Capital Advisors: What alt-coins catch his eye apart from Bitcoin?

In this episode of Zen and the Art of Real Estate Investing, Jonathan welcomes REIT industry veteran David Auerbach, Chief Investment Officer at Hoya Capital and publisher of The Daily REITBeat Newsletter. David shares his 25-year journey in the world of real estate investment trusts (REITs), helping listeners understand how REITs work, how they fit into a balanced portfolio, and why they're a powerful option for long-term, income-focused investing. They break down the differences between public and private REITs, explain why REITs can be a great entry point for investors seeking exposure to commercial real estate, and discuss how dividend income plays a central role in REIT performance. David also explains how REITs provide accessibility, transparency, and liquidity that most traditional real estate investments can't. In this episode, you will hear: How REITs offer an accessible, flexible way to gain exposure to real estate The importance of dividend income and holding long-term for compounding returns Ways to evaluate REITs based on asset type, such as multifamily, industrial, or senior housing What sets public REITs apart in terms of liquidity, reporting, and transparency REITs give access to diversified commercial real estate without requiring large amounts of capital or property management. Long-term investing in REITs is more effective than chasing short-term gains. Factors like interest rates and treasury yields that influence REIT performance Smart portfolio positioning strategies that include REITs alongside stocks and bonds Follow and Review: We'd love for you to follow us if you haven't yet. Click that purple '+' in the top right corner of your Apple Podcasts app. We'd love it even more if you could drop a review or 5-star rating over on Apple Podcasts. Simply select “Ratings and Reviews” and “Write a Review” then a quick line with your favorite part of the episode. It only takes a second and it helps spread the word about the podcast. Supporting Resources: Hoya Capital website - www.hoyacapital.com Hoya Capital's YouTube channel - www.youtube.com/channel/UCOUuce409dsUDz0Te4xWXLA Connect with David Auerbachon LinkedIn - www.linkedin.com/in/david-auerbach Daily REITBeat on X - x.com/DailyREITBeat The Daily REITBeat Newsletter - thedailyreitbeat.com Website - www.streamlined.properties YouTube - www.youtube.com/c/JonathanGreeneRE/videos Instagram - www.instagram.com/trustgreene Instagram - www.instagram.com/streamlinedproperties TikTok - www.tiktok.com/@trustgreene Zillow - www.zillow.com/profile/StreamlinedReal Bigger Pockets - www.biggerpockets.com/users/TrustGreene Facebook - www.facebook.com/streamlinedproperties Email - info@streamlined.properties Episode Credits If you like this podcast and are thinking of creating your own, consider talking to my producer, Emerald City Productions. They helped me grow and produce the podcast you are listening to right now. Find out more at https://emeraldcitypro.com Let them know we sent you.

Matt Werner, managing director & senior portfolio manager at Chilton Capital Management, joined the latest episode of the Nareit REIT Report podcast to discuss why investing in an active REIT strategy today is attractive for a number of reasons.Werner said tariff-induced volatility is a “perfect environment” for an active REIT strategy “because we're able to take advantage of things that we think are selling off more than they should or trimming things that maybe are outperforming our expectations.”He added that across almost all property types, REITs are seeing “growing dividends at the same time as being on the cusp of accelerating earnings.” Valuations also look “pretty fair, especially relative to equities. They look extremely undervalued relative to the historical averages.”

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3166: JT McGee explores the world of mortgage REITs, explaining how they generate impressive dividend yields by leveraging government-backed and non-agency mortgage securities. He outlines the key risks tied to interest rate movements and offers practical insights on how REITs can fit into a diversified, income-focused portfolio for investors seeking alternatives to traditional fixed-income assets. Read along with the original article(s) here: https://thecollegeinvestor.com/3589/cash-flow-investments-reits-agency-mortgages/ Quotes to ponder: "By law, REITs must return 90% of their operating earnings back to shareholders in the form of dividends." "A bet on any mortgage REIT is essentially a wager that rates will increase very slowly over the next few years." "For income purposes, nothing will beat a mortgage REIT." Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3166: JT McGee explores the world of mortgage REITs, explaining how they generate impressive dividend yields by leveraging government-backed and non-agency mortgage securities. He outlines the key risks tied to interest rate movements and offers practical insights on how REITs can fit into a diversified, income-focused portfolio for investors seeking alternatives to traditional fixed-income assets. Read along with the original article(s) here: https://thecollegeinvestor.com/3589/cash-flow-investments-reits-agency-mortgages/ Quotes to ponder: "By law, REITs must return 90% of their operating earnings back to shareholders in the form of dividends." "A bet on any mortgage REIT is essentially a wager that rates will increase very slowly over the next few years." "For income purposes, nothing will beat a mortgage REIT." Learn more about your ad choices. Visit megaphone.fm/adchoices

Join our community of RE investors on Skool: https://www.skool.com/the-real-estate-investing-club-5101/about?ref=44459ba83f5540f19109c8a530db40230:00 Episode Introduction5:47 How Ali Got Started in Real Estate8:01 From REIT M&A to Deal Sourcing Strategy10:31 Condo Conversion Business Model Explained13:14 Value-Add Strategies: Basement & Attic Conversions15:01 The Silver Tsunami: Why Senior Housing Now17:56 Senior Housing Investment Criteria & Returns20:13 Quick Question Round Begins22:27 Advice for Younger Self24:15 Finding Deals Through Facebook GroupsREAL ESTATE INVESTING STRATEGIES REVEALED

Tim Bodner, real estate deals leader at PwC, joined the latest episode of Nareit's REIT Report to discuss what today's uncertain market environment means for investment patterns and transaction activity.Bodner described transaction activity across a range of real estate sectors, including office, hospitality, senior housing, data centers, and energy infrastructure, as “fairly robust.” He stressed that the real estate sector is used to operating in periods of uncertainty and cyclical change, while noting that REITs are focusing on what they can control and are “in a good place at this stage, given everything that's going on.”He also pointed out that there's a lot of activity around figuring out what's the right scale to have to operate in this new environment, “which likely will lead to more public to public and public to private transaction activity in the REIT space.”

Michael Seton, president and CEO of Sila Realty Trust, Inc . (NYSE: SILA), joined the latest episode of Nareit's REIT Report podcast to reflect upon the one-year anniversary of the company's listing on the New York Stock Exchange.Seton said he is “extremely optimistic” about Sila's future, noting that the REIT is scaled to grow its portfolio, which currently exceeds $2 billion in assets. He said “very high quality” opportunities exist throughout the marketplace.“If a seller is trying to bring a product to market today to raise capital or sell a property, it's got to be high quality because capital, generally speaking in the market, is constrained,” he said. While focused nationally, Sila has a particular emphasis on Sun Belt states.During the interview, Seton discussed Sila's decision to do a direct listing on the NYSE and why it was confident in that choice, as well as what its Wall Street sponsorship looks like today. He also highlighted the tailwinds supporting the health care sector and described what makes health care so compelling to investors right now.

Brixmor Property Group CEO James Taylor speaks to near term uncertainty and volatility (0:15). The equation starts with rent (3:20). Dividend growth at BRX (6:20). Brixmor's tenants, a defensive asset class (8:00). Valuation and price (12:00). Stock dilution philosophy (21:00).Show Notes:Brixmor Property Group Q1 Earnings Call TranscriptBrixmor websiteEpisode transcriptsFor full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions

Life Ins (return of premium) - Pay extra but, you get everything you paid back - or do you?4 books you should read to learn more about investingInterval fund - a mutual fund that only allows you to get your money out 4 times per year.REIT losses - another example of big losses with reits.

What can individual investors learn from the biggest players in real estate? In this episode of REady2Scale, we sit down with Geoffrey Dohrmann, founder and CEO of Institutional Real Estate, Inc., to unpack what separates institutional investors from the rest and how everyday investors can apply those same principles. With nearly four decades of experience analyzing real estate trends, Jeffrey shares key takeaways from the evolution of the market, what he sees coming next, and how data, discipline, and alignment drive long-term success.  Key Takeaways: - From $90B to $4T: How institutional real estate evolved and what that means for private investors today - The death of defined benefit plans: Why the shift to “you're on your own” retirement plans puts more pressure on individual investors to get it right - Mega trends to watch: Technology adoption, water scarcity, and demographic shifts are reshaping real estate investing - How to track like an institution: Public and private tools for market analysis (including REIT indices, NCREIF, and AI) that are now accessible to individuals - Replicating institutional discipline: The importance of manager alignment, multi-cycle track records, and investment process standardization - Common pitfalls to avoid: Why chasing hot trends or relying on one “star” manager isn't a long-term strategy - Asset allocation over market timing: How institutions use disciplined portfolio construction to ride out volatility and why that beats trying to predict turns - Advice for building a meaningful life: Follow your passion, don't waste time doing what you hate, and align money with purpose This episode is especially relevant for investors who want to elevate their decision-making by learning from those managing billions. Don't miss this deep dive into how institutional thinking can improve your own investing approach.  Timestamps 00:00 Introduction: Learning from Institutional Investors 00:30 Meet the Expert: Jeffrey Doman's Background 01:34 Mega Shifts in Real Estate 03:00 The Shift from Defined Benefit to Defined Contribution Plans 05:32 Tools and Strategies for Individual Investors 23:24 Lightning Round and Final Thoughts Are you REady2Scale Your Multifamily Investments? Learn more about growing your wealth, strengthening your portfolio, and scaling to the next level at www.bluelake-capital.com. Credits Producer: Blue Lake Capital Strategist: Syed Mahmood Editor: Emma Walker Opening music: Pomplamoose *