Products

North America

A dedicated team of over twenty research professionals provides in-depth analysis of commercial real estate markets and coverage on 81 publicly traded REITs and real estate operating companies. Our research includes the analysis of over fifty different geographic markets and multiple property sectors.

Reports are distributed via email, and accessible to clients online in a research library that houses over 3,200 reports dating back to 1987.

To view sample research reports click here.

Report types include:

Real Estate Securities Monthly (North America). Including:

  • REIT valuation relative to private real estate, corporate bonds and large cap stocks
  • MSCI US REIT Index (RMZ) Forecasting Tool – NEW!
  • BUY/SELL/HOLD recommendations
  • REIT share price premium/discount to Green Street's NAV estimate
  • Company-specific estimates and valuations
  • Discounted cash flow perspective by sector
  • Insider trading summary

Macro-Level:

  • Heard on the Beach. Signature reports by Mike Kirby, co-founder and Director of Research.
  • Property Sector Valuation (semi-annual). Explores the circular interplay between return expectations in the capital markets, private market real estate pricing, and REIT pricing. A monthly update is available to clients with premium access.
  • REIT Valuation Analysis. Monthly report includes the MSCI US REIT Index (RMZ) Forecasting Tool and key macro-level insights from our Real Estate Securities Monthly. – NEW!
  • Special/Topical

Property Sector-Level:

  • Quarterly Reports. Updates and outlooks for each property sector following quarterly earnings. Sectors include:
    • Apartment/Student Housing
    • Data Centers*
    • Health Care
    • Hotel
    • Industrial
    • Mall
    • Manufactured Homes*
    • Office
    • Self-Storage*
    • Strip Center

    *updates not published every quarter

  • Sector Updates. Reports with timely analysis and commentary as critical factors impact individual property sectors.

Company-Level:

  • Company-Specific Reports. In-depth research, analysis and data on 81 public North American real estate companies. Green Street's approach is to focus on quality (thorough, differentiated) over quantity (e.g., earnings report regurgitation). Our clients know that when Green Street publishes research that its something that's meaningful and worthy of their valuable time.

Interactive Online Tools:
*The following online tools are provided to our premium clients for an additional fee:

  • Interactive Net Asset Value (NAV) model
  • Property Sector Valuation
    • updated monthly (in addition to semi-annual report (see above))
    • interactive, downloadable graphs and data that draw on Green Street's 25 years of real estate research and observations
  • Corporate Governance Rankings
  • Executive Compensation
  • Mall Database (proprietary)
    • includes over 1,200 U.S. malls and shopping centers
    • ability to sort by:
      • owner
      • MSA
      • Green Street quality grade
      • sales/square foot
      • property type (enclosed, open, lifestyle, outlet)

Europe

Green Street's European team of eight dedicated research professionals provides property sector, geographic and company-specific analysis and recommendations.

Reports are distributed via email, and accessible to clients online in a research library.

To view sample research reports click here.

Report types include:

Real Estate Securities Monthly (Europe). Including:

  • BUY/SELL/HOLD recommendations
  • Green Street's company-specific spot NAV estimates
  • REIT share price premium/discount to Green Street's NAV estimate
  • Company–specific estimates and valuations

Macro-Level:

  • Heard on the Beach. Signature reports by Mike Kirby, co-founder and Director of Research.
  • Terminology. Reference report designed to help investors reconcile key U.S. and European property terms.

Property Sector/Geographic-Level:

  • Foundation Reports. Thorough analysis of select property sectors including relative comparisons of listed property companies with assets in each sector.
    • European Industrial      
    • U.K. Retail Parks
    • U.K. Office
    • U.K. Shopping Centres

Company-Level:

  • Company–Specific Reports. In-depth research, analysis and data on listed European property companies. Green Street's approach is to focus on quality over quantity. Our clients know that when Green Street publishes research that it's something that's meaningful and worthy of their valuable time.