Baird’s Michael Bellisario Says Lodging REIT Outlook Cautiously Optimistic
Michael Bellisario of Baird says the lodging REIT outlook for 2026 is positive but muted after a difficult 2025. He expects the FIFA World Cup to lift REVPAR by at least 75 basis points, providing a modest revenue tailwind. Wealthy travelers are driving growth, with upscale hotels capturing higher ancillary spend compared to economy and mid‑scale properties. Geographically, New York, San Francisco and Maui are rebounding, while REITs plan to sell assets and hold off new acquisitions in early 2026.
CenterSquare’s Todd Briddell Highlights Alpha Opportunity, Innovation in REIT Market
CenterSquare Investment Management CEO Todd Briddell told the REIT Report podcast that the firm’s three‑decade REIT strategy thrives on embracing market volatility as a source of alpha. He highlighted how disciplined underwriting, defensive positioning and a willingness to “not get over...
Host Hotels & Resorts CFO Sees Multiple Tailwinds Supporting Sustained Growth in 2026
Host Hotels & Resorts CFO Sourav Ghosh said the REIT’s 2025 outperformance was driven by strong transient leisure demand at its upscale and luxury assets, with guests spending more on F&B, golf and spa. The company expects continued tailwinds in...
Green Street’s Michael Knott Says REITs Faring Well in 2026 Amid Market Cross Currents
Michael Knott, head of U.S. REIT research at Green Street, said REITs are faring well in 2026 thanks to an AI‑driven market selloff, lower interest rates, and strong debt‑capital access. He described the sector’s performance as a modest comeback despite...
Retail REITs Benefiting From Strong Market Fundamentals, Tight Supply
Retail REITs are thriving as strong market fundamentals and limited new development tighten supply. Occupancy reached 95.7% in Q4 2025, while rent growth held at 2.1% year‑over‑year. Funds from operations rose 14% YoY, and A‑rated malls posted NOI 10% above pre‑COVID...
REIT Investor & Author Jussi Askola on Sector’s Advantages Versus Private Real Estate
Jussi Askola, president of Leonberg and author of *The REIT Advantage*, argued on the REIT Report podcast that real‑estate investment trusts generally outperform private real‑estate holdings. He cited higher returns, superior liquidity, broader diversification, economies of scale and access to...
First Street’s Jeremy Porter Urges Holistic Approach to Assessing Climate Risk Impact
Jeremy Porter, chief economist at First Street, highlighted the shift toward a holistic view of climate risk on the REIT Report podcast. He explained that physical climate threats now ripple through assets, suppliers, commodities, customers, and transportation networks, demanding integrated...
Armada Hoffler Hits Reset to Focus on Retail, Office Portfolio
Armada Hoffler announced a strategic reset, rebranding as AH Realty Trust and narrowing its portfolio to retail and office assets. The REIT will divest most of its multifamily holdings, exit its construction and financing platforms, and use the proceeds to...
Citi Global Real Estate Team Sees Higher Returns, More Positive Supply Outlook in 2026
Citi’s global real‑estate research team projects higher REIT returns in 2026 than in 2025, with the United States, Europe, Latin America, Singapore, Thailand and the Philippines leading the upside. U.S. REITs are expected to deliver 10‑15% total returns, while Europe...
CBRE’s Henry Chin Expects Increased Capital Deployed in U.S. Real Estate
Henry Chin, CBRE’s global head of research, told the REIT Report podcast that U.S. commercial‑real‑estate investors will deploy significantly more capital in 2026, with investment volume projected to rise about 16% as fundamentals recover and interest rates trend lower. He...