Videos and Interviews
Jun 19, 2018
Increased M&A and Spectacular Tailwinds for Industrial
Eric Frankel, lead analyst on Green Street’s Industrial team, discusses how increased M&A activity in industrial real estate speaks to amazing institutional investor demand. Green Street’s outlook remains bullish as ecommerce continues to produce some pretty spectacular tailwinds. On the supply side, Eric anticipates challenges developing properties in large population centers, buffeting the team’s rent growth forecast.
Apr 23, 2018
Managing Director DJ Busch on How Retail REITs Can Distinguish Themselves
DJ Busch, lead analyst for Green Street’s retail team, said that owners of retail real estate with ample access to capital will be better positioned to separate themselves from the rest of the pack for the changes to come. In general, the bar is getting higher on what qualifies as quality in the retail space.
Apr 19, 2018
Mike Kirby at the NYU Schack 23rd Annual REIT Symposium
Mike Kirby was featured at a recent NYU industry conference. In a ~15-minute interview, he shared his views on timing inflection points, Green Street’s contrarian view on valuation, and the outlook for malls. Mike expressed his disappointment in REIT corporate governance practices, and his perspective on index funds in the REIT market. Taking questions, Mike affirmed Green Street’s confidence in the signaling power of the public market in the face of increasingly passive ownership of publicly-traded real estate.
Mar 7, 2018
Interview with Green Street’s Executives on Real Estate and Capital Markets
In this in-depth interview, Craig Leupold and Jim Sullivan share insight on Green Street’s approach to research, the outlook for commercial property, public-private market pricing, M&A, capital flows and more.
Feb 23, 2018
Jim Sullivan on the Signals from the Listed Real Estate Market
Jim Sullivan, President of Green Street's Advisory & Consulting group, discusses the reasons why all real estate investors should look to the public market for signals on operating fundamentals and valuations.
Jan 26, 2018
Single-Family REITs Benefitting from Focus on Operations
The single-family residential REITs have done a great job controlling costs across their platform, but they are still in the early innings of finding efficiencies in operations. On the revenue side, ancillary income opportunities could be exploited in 2018 and 2019. Analyst John Pawlowski described last year’s merger between Invitation Homes (NYSE: INVH) and Starwood Waypoint Homes (NYSE: SFR) as “positive” overall, with the new merged company now “better positioned” to be a consolidator.