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All N. America REIT & Real Estate Research Reports

Research Reports posted
in the past 30 days
Date Title Pages
01-20-2017Weekly Pricing Update - 01/20/20179
01-20-20172017 U.S. Industrial Outlook40
01-18-2017Conference Insights: A Retail M(ICR)ocosm7
01-17-2017Park Hotels & Resorts (PK): Adjusting NAV for Special...4
12-16-2016Weekly Pricing Update - 12/16/20169
12-16-2016Property Insights: Reform-Minded9
12-14-2016Park Hotels & Resorts (PK): A New Hotel REIT to “Park” Your Money In26
12-09-2016Sector Snapshot: Apartments - December 20164
12-09-2016Sector Snapshot: Industrial - December 20164
12-09-2016Sector Snapshot: Malls - December 20164
12-09-2016Sector Snapshot: Office - December 20164
12-09-2016Sector Snapshot: Strip Centers - December 20164
12-09-2016Sector Snapshot: Health Care - December 20164
12-09-2016Sector Snapshot: Lodging - December 20164
12-09-2016Sector Snapshot: Storage - December 20164
12-09-2016Weekly Pricing Update - 12/09/20169
12-09-2016Net-Lease Sector Update: Resetting the External Growth Bar31
12-09-2016Net-Lease REITs: Company Snapshots14
12-08-2016Self-Storage Sector Update: Still Adjusting to a New Environment20
» View More Research


Sector Updates
Health Care & Lab Space 12-02-2016
Industrial 11-11-2016
Lodging 11-18-2016
Mall 11-30-2016
Net Lease 12-09-2016
Office 12-05-2016
Residential 11-11-2016
Self Storage 12-08-2016
Strip Center 12-06-2016
Tech 11-29-2016

2017 U.S. Apartment Outlook

Published 01/17/2017

The U.S. Apartment Outlook report takes an in-depth look at the apartment sector, including national and market-level forecasts for 2017-2021. Green Street’s residential team is forecasting the homeownership rate to stabilize in ’18 and household formations to remain healthy, continuing to favor rentals in the near-term. This report provides a thorough analysis of supply and demand, growth forecasts and valuation estimates by market, and includes 3-page market “tear sheets” for the top 50 U.S. metros and proprietary submarket grades for 700 submarkets.

View Excerpt

Video: Transportation Revolution Will Impact Property Sectors

Published 12/08/2016

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. For further details, recall our special report earlier this year, Transportation Revolution: The Impact of Ride-Hailing and Driverless Vehicles on Real Estate.

Property Prices Drift Sideways

Published 12/06/2016

Property price appreciation has cooled this year. Prices have been stable over the past three months and are up a modest 3% this year.

Download This Month's CPPI

Why Are REIT Values Below The Private Market?

Published 11/23/2016

Green Street's Jim Sullivan and Craig Leupold talk about trends in commercial property valuations in a recent GlobeSt article.The public market is a bit more concerned about rising interest rates and what might be happening to fundamentals in gateway markets like New York and San Francisco than the private market is.

Read GlobeSt Article

Real Estate Disrupters Will Create Opportunities

Published 06/15/2016

Analyst Joi Mar explained why long-term disrupters like driverless cars and online education are not currently being reflected in operating fundamentals and values. Similar to the evolution of eCommerce, “real estate disrupters will create winners and losers, and that creates investment opportunities.”

Dirk Aulabaugh Sees More M&A likely for REITs

Published 06/08/2016

Dirk Aulabaugh, Managing Director of Green Street’s Advisory & Consulting group, listed the Cousins - Parkway Properties and Colony Capital - Northstar mergers, as well as the JBG reverse merger in the past few weeks as evidence of the elevation in M&A activity. Moving forward, Aulabaugh sees the possibility of more M&A in the residential, mall, and office sectors.

Retail Discussion at ICSC 2016 with DJ Busch

Published 06/06/2016

Senior analyst DJ Busch was one of twenty retail experts interviewed at the annual International Council of Shopping Centers (ICSC) RECon convention in Las Vegas. This engaging 15-minute video provides insight on Green Street’s mall quality grades, trends in the industry and how players are adapting to the evolving, omnichannel environment.

How Green Street Advisors determines a REIT’s valuation

Published 04/01/2015

Download Green Street's updated REIT Valuation guide based on its NAV-based pricing model for the general public. The model has been pivotal behind the firm’s superb twenty-year recommendation track record. The guide provides the nuts and bolts of an NAV-based analysis, the factors that impact the premiums at which REITs should trade (franchise value, balance sheet risk, corporate governance, and overhead), and Green Street's relative valuation approach for identifying the most/least attractively valued REITs.

Download Green Street's Methodology

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Green Street’s CPPI is a time series of current and historical unleveraged commercial property values. It is not a forecast and does not reflect performance of REIT stocks.
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