Deloitte’s Jonathan Keith Says CRE Investors Should Remain Nimble as M&A Conditions Shift
Jonathan Keith, managing director at Deloitte, warned that commercial‑real‑estate M&A is entering a volatile phase, driven by unpredictable interest rates and geopolitical risks. He highlighted that global CRE deal value plunged 57% year‑on‑year in 2025, with transaction volume falling more than 70%, and U.S. deals averaging roughly $300 million. Keith urged investors to stay agile, keep capital ready, and target sector‑specific opportunities such as data centers, multifamily and industrial properties. The data‑center market, in particular, is seeing fierce competition for assets as capital floods in.
Residential REIT Performance Remains Positive, Balance Sheets Show Discipline
Residential REITs now own more than 1 million units, spanning apartments, student housing, manufactured homes and single‑family rentals. In Q1 2026 the sector’s NOI grew modestly 0.4% year‑over‑year, driven by a 3.2% rise in single‑family rentals and a 6.2% jump in manufactured...
Morgan Stanley Sees Focus Shifting to Demand as Multifamily REIT Supply Pressures Ease
Adam Kramer, Morgan Stanley’s VP of equity research, told the REIT Report podcast that the multifamily REIT sector is shifting its focus from supply‑side headwinds to demand‑side fundamentals. He noted the national under‑construction pipeline is at its lowest point since...
How REITs Can Improve Energy Efficiency with Free Virtual Commissioning Resource
Power TakeOff, partnering with nearly 30 utilities, offers free utility‑funded Virtual Commissioning (VCx) to commercial real‑estate owners. The remote service analyzes smart‑meter data, identifies energy waste, and provides recommendations without on‑site visits or hardware. Participants typically see about a 15%...
Inside DiamondRock's Sustainability Strategy
DiamondRock Hospitality has built a decade‑long sustainability reporting program that offers investors transparent insight into how ESG factors influence risk management and capital allocation. The company’s governance model embeds sustainability across the board, with the nominating and corporate governance committee,...
Temperature-Controlled Infrastructure Helps Combat Food Insecurity
Americold Realty Trust is leveraging its temperature‑controlled logistics network to fight food insecurity ahead of the USPS Stamp Out Hunger drive and World Hunger Day. The REIT has moved more than two million pounds of food for Feed the Children and...
Spain’s MERLIN Sees Compelling Growth Prospects in Europe’s Data Center Sector
MERLIN Properties, Spain’s leading REIT, has shifted from post‑crisis opportunistic acquisitions to a growth strategy focused on digital infrastructure, especially data centers. Data centers currently generate about 10% of revenue but are projected to account for roughly 65% within five...
Mizuho’s Vikram Malhotra Sees Logistics Real Estate in Early Stages of New Upcycle
Vikram Malhotra, managing director of real estate equities at Mizuho, says the industrial and logistics REIT sector is in the early stages of a new upcycle. Large warehouses over 500,000 square feet are thriving as retailers like Walmart and Amazon...
Industrial REITs: Tenant Demand & Leasing Benefit Fundamentals
Industrial REITs are benefiting from e‑commerce’s surge, with demand for warehouse space projected to outpace brick‑and‑mortar retail by 2026. Green Street estimates online sales need roughly three times more storage, while Amazon alone absorbed 36 million square feet in 2025, about...
Wells Fargo: Sustainable Finance Tools Gain Traction in Real Estate
At Nareit’s REITwise conference, Wells Fargo’s Paul Stanley highlighted that sustainable finance is seeing its deepest penetration in commercial real estate. Lenders are increasingly offering credit facilities with sustainability targets that affect loan pricing, while REITs are quantifying energy and water...
Skadden Explores Cross-Border Tax Complexity for REITs
Skadden tax partner Sarah Beth Rizzo discussed the growing complexity of cross‑border REIT taxation at Nareit’s REITwise 2026 conference. She explained that U.S. REIT qualification rules, built for domestic assets, must be re‑engineered for global portfolios, often requiring private letter...
Host Hotels & Resorts on Building a Future-Ready Leadership Pipeline Through Talent Strategy
Host Hotels & Resorts’ VP of HR Divya Paramesh highlighted the strategic link between talent development and REIT performance at Nareit’s REITwise conference. She described the company’s “Rising Stars” initiative and regular talent reviews as core mechanisms for building a...
RSM Highlights Hidden Impact of State and Local Taxes on REIT Performance
Saham Muliyil, senior manager of state and local real estate tax at RSM US LLP, warned that state and local taxes (SALT) can materially affect REIT performance across development, operation, and disposition phases. Many investors mistakenly believe REITs are insulated...
Names to Note: April 2026
The REIT sector saw a wave of senior appointments and a notable loss in April 2026. MERLIN Properties announced the death of its CFO/COO Miguel Ollero. Dynex Capital added three executives covering capital markets operations, investor relations, and technology. The...
How Veris Residential Embeds Responsibility Into Long-Term Value Creation
Veris Residential earned Nareit’s 2026 Leader in the Light award for responsibility, signaling that ESG is a core business driver. CEO Anna Melhari said the firm embeds responsibility in its operating model through zero‑pay‑gap goals, minority‑owned supplier targets, and employee‑feedback loops....