Videos and Interviews
Jan 14, 2020
Video: Senior Analyst John Pawlowski Talks Apartments, Student Housing, and Single-Family Rentals
John Pawlowski, Green Street’s residential sector head, touches on apartment fundamentals, student housing, and single-family rentals in this brief clip. Within its stable fundamental backdrop, apartment REIT revenue growth decelerated from mid-3% to 3%. Meanwhile, there is more room to run in single-family rentals; the demand versus supply backdrop for the asset class is one of the most compelling across all sectors.
Jan 13, 2020
New! Green Street European Real Estate Analytics
Green Street is proud to introduce our new European private market platform solution, European Real Estate Analytics, providing you with a seamless way to compare and underwrite real estate investments across geographies, property sectors, and currencies.
Jan 2, 2020
Data Center Demand Here to Stay, Green Street Says
In a recent interview, David Guarino provides an overview of data centers, shedding light on their role and importance in this increasing digitally driven world. He shares that over the past few years the sector has become further institutionalized, attracting capital flows from across the globe. Data center demand remains strong as data consumption trends continue to accelerate.
Dec 13, 2019
Global Head of REIT Research Talks Macro Themes and Stock Picking
In this brief clip, Cedrik Lachance discusses Green Street's latest views on property sector allocation, global investing, and the recent shift to an intrinsic NAV-based pricing model. While cosmetic changes have been made to the model in the past, the full redevelopment has led to one of the best stock picking years to-date.
Dec 9, 2019
Green Street Says Non-Traditional Sectors Still Offer Risk Premium
In this 3-minute clip, Dirk Aulabaugh, Managing Director of Green Street’s Advisory Group, discusses non-traditional sector outperformance and the risk premium they offer compared to major sectors. Dirk shares that institutional investors are searching for yield and his team is witnessing an increasing focus on these non-traditional sectors all over the globe. Green Street expects continued divergence of traditional and non-traditional sector yields.
Aug 8, 2019
Advisory Perspective on Effective Investor Communication
In this interview, Bayle Smith, Vice President in Green Street’s Advisory Group, stresses how important it is for REITs to clearly communicate their strategic vision, competitive advantage, and capital allocation philosophy with the investor community. Bayle further discusses areas where REITs generally can improve, primarily financial disclosure and investment materials, drawing connections to REITs’ relative performance versus peers.