Green Street Advisors

Videos and Interviews

Jun 21, 2018

Craig Leupold Expects Increased M&A, Privatization Activity

In a recent interview, CEO Craig Leupold shares views on valuation, interest rates, and activism. He describes Green Street’s evolving valuation approach with the addition of implied IRRs made possible by the new Real Estate Analytics product line. On the topic of rising rates, Craig notes that while real estate can be a decent inflation hedge, higher rates have recently proven to be a relative headwind for REITs and real estate. Finally, Green Street sees rising M&A and privatization activity reducing the number of REITs in the short-term.