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Artwork for Nareit's REIT Report Podcast

Nareit's REIT Report Podcast

Nareit
Reits
Commercial Real Estate
Interest Rates
Real Estate
Senior Housing
Data Centers
Nareit
REIT Industry
Sustainability
Economic Growth
Decarbonization
Real Estate Investment Trusts
Retail Sector
Investment Strategies
Artificial Intelligence
Market Volatility
Energy Efficiency
Nareit Compensation & Benefits Survey
USGBC
LEED

A show about the latest news and developments in REITs and real estate investment. All episodes feature informative and timely interviews with REIT and publicly traded real estate executives, analysts, industry professionals, and thought leaders.

PublishesWeeklyEpisodes511Founded13 years ago
Number of ListenersCategory
Business

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Artwork for Nareit's REIT Report Podcast

Latest Episodes

Tim Bodner, global and real estate deals leader at PwC, told the REIT Report podcast that the commercial real estate environment is marked by cautious optimism, with investors increasingly focused on how quickly to deploy capital as macro volatility ... more

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Seth Laughlin, head of real estate strategy & research at Cohen & Steers, joined the REIT Report podcast to discuss key forces shaping REIT and listed real estate performance today, including the importance of sector positioning amid an economy facin... more

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In this special episode of the REIT Report, Bridget Bray, director of partnerships at Power TakeOff, joins Nareit’s Jessica Long, senior vice president of environmental stewardship and sustainability, to discuss how the company delivers utility-funde... more

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Vikram Malhotra, managing director, real estate equities at Mizuho, joined the REIT Report to review trends in the industrial/logistics REIT sector. Despite some softness in the first quarter, a new upcycle remains in place, with big box demand playi... more

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Recent Guests

Seth Laughlin
Head of Real Estate Strategy and Research at Cohen & Steers
Cohen & Steers
Episode: Cohen & Steers’ Seth Laughlin on Value of Sector Positioning Amid Disruption
Bridget Bray
Director of Partnerships with Power TakeOff
Power TakeOff
Episode: How REITs Can Improve Energy Efficiency with Free Virtual Commissioning Resource
Vikram Malhotra
Managing Director with the State Equities at Mizuho
Mizuho
Episode: Mizuho’s Vikram Malhotra Sees Logistics Real Estate in Early Stages of New Upcycle
Marc DeLuca
CEO and Eastern Regional President of KBS; Chairman of the Board at KBS REIT III
KBS
Episode: KBS’s Marc DeLuca Sees Capital Market Reset Underway for Commercial Real Estate
Courtney Calinog
Senior director at Ferguson Partners
Ferguson Partners
Episode: REIT Leadership Expectations Shifting Amid More Complex Environment: Ferguson Partners
Pulkit Sharma
Head of the Alternatives Investment Strategy and Solutions (AIS Esteem) at JPMorgan Asset Management
JPMorgan Asset Management
Episode: J.P. Morgan's Pulkit Sharma on How REITs Play Complementary Role in Diversified Portfolios
Peter Zabierek
Senior Portfolio Manager on the Easterly Ranger team
Easterly Ranger
Episode: Easterly Ranger’s Peter Zabierek Says Complex CRE Backdrop Creates Opportunity for Selective Investors
Michael Bellisario
Senior Research Analyst at Baird
Baird
Episode: Baird’s Michael Bellisario Says Lodging REIT Outlook Cautiously Optimistic
Todd Briddell
CEO of CenterSquare Investment Management
CenterSquare Investment Management
Episode: CenterSquare’s Todd Briddell Highlights Alpha Opportunity, Innovation in REIT Market

Host

Sarah Borgson-Kito
Host of REIT-focused content with affiliations to Nareit and related REIT reporting initiatives

Reviews

4.5 out of 5 stars from 58 ratings
  • Nauseating DEI

    You’d think given the name that this podcast would be about REITS or business but no no my friend. most of the 12 minute shows are a nauseating ride on the diversity & equity rollercoaster where you can’t get off and while you wait for the next minute to finally hear something worth while; it’s just the same talking points from the mandatory dept training sessions you have to go to if you want to stay employed.

    Have podcasts about real estate not ridiculousness.

    Apple Podcasts
    1
    jlisko
    United States3 years ago
  • NARIET- best resource for REITs

    I am a paying member to the website, and it is remarkably resourceful! So excited for the podcast :-)

    Apple Podcasts
    5
    rose and mini rose
    United States4 years ago
  • Terrible Audio Quality

    I really wanted to like this show. I’m interested in the topics, but the audio quality is way too distracting to hear what they’re saying.

    It sounds like two people are speaking to each other through solo cups tied together with a string.

    Please invest in audio equipment from the year 2021.

    Apple Podcasts
    1
    DontPlayYourself16765
    United States5 years ago
  • It works now

    Tried many times and it did not work, it wouldn’t play any episode. Once I posted the issue here, it very soon worked and I’m now changing my feedback. Thanks NAREIT!

    Apple Podcasts
    4
    Juaco Chicheri
    Spain7 years ago
  • Great

    This podcast has open up my eyes to new ideas.

    Apple Podcasts
    5
    runningbear boom
    United States7 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

The guest lineup and coverage of AI, data centers, and leadership themes are frequently cited as valuable and timely.
Feedback highlights strong depth of industry insights and practical market context, with a few complaints about audio quality.
Listeners appreciate the practical takeaways on portfolio construction and capital markets, and some note room for production improvements.

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Talking Points

Recent interactions between the hosts and their guests.

Cohen & Steers’ Seth Laughlin on Value of Sector Positioning Amid Disruption
Q: What about the future of IPOs and M&A—do you expect more activity and which segments might lead?
IPO activity should improve with overall REIT performance, but will be sector-deterministic, favoring centers with private-market gaps and strong public-market demand. M&A activity is likely to persist, especially among smaller firms in sectors with improving operating fundamentals, while large-scale public-to-public deals may continue to be less common.
Cohen & Steers’ Seth Laughlin on Value of Sector Positioning Amid Disruption
Q: Would you say positioning within the sector is more important than ever, and which sectors show the clearest margins for mispricing or opportunity?
Positioning is critical due to divergent sector trajectories driven by consumer and corporate behavior shifts, such as e-commerce acceleration and office headwinds. Data centers and select private market opportunities appear attractive due to supply-demand imbalances, while the private apartment market shows higher risk due to rising unemployment and aging renter demographics.
Cohen & Steers’ Seth Laughlin on Value of Sector Positioning Amid Disruption
Q: Seth, how have REITs performed so far this year and is there a clear theme emerging from earnings?
REITs started the year strong, benefiting from a broad-based preference for hard assets and stable income, with wide dispersion across sectors. Shopping centers delivered strong results, apartments lagged, and the question for investors remains whether earnings are beating expectations or merely aligning with them, given high early-year stock performance.
How REITs Can Improve Energy Efficiency with Free Virtual Commissioning Resource
Q: Who is a good candidate for this program and how should a REIT engage?
Look for non-residential buildings with annual consumption above 50,000 kWh, operating hours that allow a clear occupied versus unoccupied profile, and buildings with adjustable controls like EMS or building automation systems; REITs should visit powertakeoff.com to learn more and initiate contact.
How REITs Can Improve Energy Efficiency with Free Virtual Commissioning Resource
Q: What makes VCX different from other commissioning programs or services that REITs might be familiar with?
VCX is utility-funded, requires no contracts or data transfer beyond existing utility data, is delivered remotely, and concentrates on operational adjustments rather than capital upgrades, providing measurable savings with minimal time commitment.

Audience Metrics

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Frequently Asked Questions About Nareit's REIT Report Podcast

What is Nareit's REIT Report Podcast about and what kind of topics does it cover?

The program focuses on REITs, listed real estate, and broader real estate investment topics, with a steady stream of interviews from executives, researchers, and industry strategists. Episodes commonly explore sector positioning, capital markets dynamics, private vs. public real estate, and themes like data centers, office headwinds, Sun Belt migration, energy efficiency, and AI's potential impact on investment decisions. Guests range from chief economists and senior analysts to design and leadership experts, often tying market signals to portfolio strategy and capital allocation. The show tends to highlight how macro trends, technology, and governance shape real estate valuations and opportunities, while also delving into leadership, organ... more

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Which podcasts are similar to Nareit's REIT Report Podcast?

These podcasts share a similar audience with Nareit's REIT Report Podcast:

1. The TreppWire Podcast: A Commercial Real Estate Show
2. The Weekly Take from CBRE
3. The Rent Roll with Jay Parsons
4. Capital Allocators – Inside the Institutional Investment Industry
5. Masters in Business

How many episodes of Nareit's REIT Report Podcast are there?

Nareit's REIT Report Podcast launched 13 years ago and published 511 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Nareit's REIT Report Podcast?

Recent guests on Nareit's REIT Report Podcast include:

1. Seth Laughlin
2. Bridget Bray
3. Vikram Malhotra
4. Marc DeLuca
5. Courtney Calinog
6. Pulkit Sharma
7. Peter Zabierek
8. Michael Bellisario

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