IVT - Equity REITs: Takeaways From REITWeek 2024

2024-07-02 10:05:46 ET

Summary

• Overall positive outlook for REIT industry with decline in development activity, potential for increased transaction market activity, and well-capitalized REITs poised for growth.
• Key themes from REITWeek conference: improving transaction market, challenges with development projects, optimism driven by stable-to-improving fundamentals.
• Actionable ideas from meetings include investing in data centers, cell towers, triple net properties, multifamily, SFR, MH/RV, self-storage, healthcare, industrial, and office sectors.

We recently attended the annual REITWeek conference, where we conducted 36 meetings with REIT CEOs and CFOs. We also attended four organized dinners, one property tour, and a run around Central Park with a REIT management team to maximize our time in New York City with REIT executives....

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