Videos and Interviews
Jul 13, 2017
Change and Opportunity in Retail Real Estate
Phil Owens, Managing Director in Green Street’s Advisory Group, explores the opportunity for informational advantage in retail real estate. Investors are exploring mall exposure to retailers, looking at occupancy cost ratios, and digging into the treasure trove of information in CMBS filings. While high-quality malls are going to be around for a long-time, they are going to look very different from how they look today.
Jul 10, 2017
Apartments: No Slowdown in Supply Growth in 2018
Green Street does not expect a material slowdown in supply growth in 2018 for the apartment sector. According to Analyst Conor Wagner, housing starts have not shown any notable deceleration. Meanwhile, the economics of development still look attractive enough for projects to get started. On the demand side, activity has slowed in line with more muted job growth.
Jul 3, 2017
CEO Craig Leupold is Bullish on REITs and Real Estate
“We continue to be very bullish on the outlook for the REIT sector,” says Craig Leupold. Most institutional investors are under-allocated to REITs. Craig draws parallels between REITs and commercial real estate and shares how investors can benefit from understanding the intersection of the public and private markets in terms of risk, valuation and return expectations.
Apr 21, 2017
Cedrik Lachance Talks Real Estate Values and Sector Allocation
In this brief video, Cedrik Lachance explains why Green Street expects private market values to be roughly flat over the next 6-12 months. He also sheds light on ‘A’ malls and the other three sectors that are currently attractively priced.
Apr 11, 2017
Jim Sullivan’s Take on Retail
Jim Sullivan opines on the headwinds in the retail sector, but also sheds light on the tailwinds that tend to be overlooked. Jim shares insight into how Green Street’s Advisory Group is helping retailers and CMBS investors tackle challenges in the space. With mall REITs trading at such steep discounts to NAV, “Is the public market appropriately evaluating the headwinds and the tailwinds, or is it overblown by media headlines?”
Dec 21, 2016
Eric Frankel Says Industrial REITs Selective About Development
In this four-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.