Sarah Borchersen-Keto

Porter says attitudes towards climate risk have shifted from being a peripheral concern to a core financial risk indicator.

CEO Shawn Tibbetts highlights long-term focus on enhanced shareholder value.

The dispersion of returns creates opportunity for active management to generate alpha: Citi 

Chin says CRE transaction activity is likely to rise about 16% this year.

Hemnani highlights the size and breakdown of the mREIT market, the current operating environment, macroeconomic forces at play, and valuation and total returns for mREITs.

BREEAM USA’s Breana Wheeler highlights the role of globally recognized standards like BREEAM in fostering trust and transparency.

AEW remains most positive on senior housing, data centers, retail REIT sectors.

Melinda McLaughlin says customers are no longer waiting for “perfect information” in order to act.

Nareit’s Ed Pierzak and John Barwick share insights from Nareit’s 2026 REIT Outlook.

Leasing activity in 2025 sets REITs up well for growth in 2026 and 2027, Kamdem says.

Andrew Alperstein says future value creation will need to come at the property level.

Analysts point to expected slowdown in supply as a possible silver lining as demand challenges remain.