Videos and Interviews
Dec 21, 2016
Eric Frankel Says Industrial REITs Selective About Development
In this 4-minute clip, analyst Eric Frankel shares that the boost to industrial demand from ecommerce is estimated at 30-40% this year, even higher than the roughly 20% for the past several years. He provides perspective on increasing supply, REIT investors' strategies this cycle, and future risks that could curtail demand.
Dec 15, 2016
Transportation Revolution Will Impact Property Sectors
In this recent interview, Dave Bragg discusses the transportation revolution and its expected impacts on real estate. He provides added color through real world examples and highlights other disrupters that are key focus areas for Green Street.
Dec 6, 2016
U.S. REIT Market is an Important Global Benchmark
David De La Rosa, SVP of Green Street’s Advisory group, provides a cross-border perspective to management teams in this 3-minute video. He discusses U.S. REIT best practices and advises companies to benchmark against international peers to have greater success at attracting investors.
Nov 30, 2016
Michael Knott Says Health Care Real Estate Attracting Foreign Capital
Michael Knott reports that after a quiet year for the health care sector for most of 2016, an “explosion of deals” worth in excess of $5 billion has occurred recently. The trend underscores the significant amount of capital available for the sector, especially foreign capital.
Jul 7, 2016
Weak Business Travel is Driving Drag in Hotel Fundamentals
Senior analyst Lukas Hartwich shares that weak business travel is negatively impacting hotel fundamentals. This is particularly relevant for REITs, where business travel accounts for about 75% of demand. He further provides an overview of Green Street’s new Lodging Demand Indicator, which helps predict the ups and downs of lodging demand.
Jun 29, 2016
Advisory’s Take on Externally Advised REITs
In this brief video, Phil Owens, SVP of Green Street’s Advisory and Consulting group, sheds light on the challenges with externally advised REITs compared to the “tried, true and tested” internally managed structure. He also shares insight on potential improvements and opportunities for investors.