Videos and Interviews
Oct 2, 2017
Spotlight on Single Family Rentals
The single-family residential REIT sector is maturing with both the size and quality of the segment improving dramatically from its emergence earlier this decade. The REITs in this sector are benefiting from refined operating processes and cost-cutting. Analyst John Pawlowski reports that single-family residential REITs and apartment REITs still have fairly compelling valuations versus some property types
Aug 17, 2017
Spotlight on REIT IPOs
Dirk Aulabaugh, Managing Director of Green Street’s Advisory and Consulting group, says the market is open for non-traditional REIT IPOs (prisons, billboards, document storage etc). He also sees opportunities for industrial REIT IPOs and mall privatizations. Dirk advises companies to keep an eye on where their sector is trading as an early indicator of whether an IPO would be viable, and pay close attention to the key value drivers that make for a valuable company in the eyes of shareholders.
Jul 13, 2017
Change and Opportunity in Retail Real Estate
In this brief clip, Phil Owens of Green Street’s Advisory Group explores the opportunity for informational advantage in retail real estate. Investors are assessing mall exposure to retailers, looking at occupancy cost ratios, and using a variety of information sources to identify risk and opportunity. Our Advisory group has been active in a large number of engagements involving the dynamic retail environment and its impact on commercial real estate investors
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.