Green Street Advisors

Spenser Allaway

Analyst, Net Lease, Gaming & Self-Storage

Spenser Allaway

Analyst, Net Lease, Gaming & Self-Storage

Spenser is an analyst on Green Street’s research team and sector head of Net Lease, Gaming, and Self-Storage.  This includes formal coverage of 13 companies, as well as shadow coverage of several key gaming operators.  She previously covered the Regional Mall REITs for six years, generating thought leadership reports on department store obsolescence, the evolution of retail, cap-ex, and other topics.  In 2016, she led the effort to establish Green Street grades and value estimates for the outlet sector. In 2019, Spenser initiated coverage on W.P. Carey – a $15 billion Net Lease REIT – and in early ’20, she launched coverage of the Gaming Sector, which is comprised of three REITs with a combined market cap of $30 billion. She has been quoted in the Wall Street Journal, CNBC, Los Angeles Business Journal, and New York Times. Spenser has spent her entire career working in the REIT space. Prior to joining Green Street, she worked with Citibank’s REIT research team, where she focused on the Net Lease and Storage REIT sectors. Spenser earned a B.S. in Finance, graduating Magna Cum Laude from Fairfield University in Connecticut.

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Green Street Looks to Assess Gaming Tenants’ Rent-Paying Abilities in a Zero-Revenue Environment

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REIT.com: Realty Income Celebrates 50 Years of Monthly Dividends

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Ann Arbor Observer: Life After Sears

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NREI: Pending Sears Buyout Puts Regional Mall Owners in Limbo

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Green Street Says Retail Real Estate Gaining Validation from Digitally-Native Brands

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NREI: Retail REITs Insist the Business is “Solid,” as Wall Street Gives Them a Thumbs Down

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IndyStar: From Toys R Us to Carson's, what lies behind recent spate of store closures

Our Thought Leaders

With over 100 employees, including more than 50 research professionals, Green Street provides actionable intelligence that keeps commercial real estate investors on the leading edge of where markets are headed. Our dedicated team covers 125 listed real estate companies, and property sector experts focus on a maximum of 10 to 12 companies. We bridge the gap between public capital markets and the private real estate market through our award-winning research and proprietary data sets, customized advisory services and experts in Europe.

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