<description>
        &lt;p&gt;Allan Swaringen, president and CEO of &lt;strong&gt;JLL Income Property Trust&lt;/strong&gt;, was a guest on the latest episode of Nareit’s REIT Report podcast.&lt;br&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;JLL IPT is a daily NAV REIT that owns and manages a diversified portfolio of apartment, industrial, grocery-anchored retail, health care, and office properties located in the United States.&lt;br&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;Swaringen said JLL IPT’s mission is to be a hybrid investment that balances the stability of performance in the private real estate markets with the same history of consistent, growing dividends that public REIT investors look for.&lt;br&gt;&lt;br&gt;&lt;/p&gt;
      </description>

Allan Swaringen, president and CEO of JLL Income Property Trust, was a guest on the latest episod...

Allan Swaringen, president and CEO of JLL Income Property Trust, was a guest on the latest episode of Nareit’s REIT Report podcast.JLL IPT is a daily NAV REIT that owns and manages a diversified portfolio of apartment, industrial, grocery-anchored retail, health care, and office properties located in the United States.Swaringen said JLL IPT’s mission is to be a hybrid investment that balances the stability of performance in the private real estate markets with the same history of consistent, growing dividends that public REIT investors look for.

Episode 439: JLL Income Property Trust’s Allan Swaringen Sees Continued Growth for NAV REITs

<description>
        &lt;p&gt;Three members of Citi’s global real estate research team—Nick Joseph in the United States, Aaron Guy in the U.K., and Howard Penny in Australia—joined the latest episode of the Nareit REIT Report podcast to share their thoughts on regional outlooks and sector performance.&lt;/p&gt;&lt;p&gt;Macro fundamentals, interest rates, and geopolitical sentiment are mixed globally, resulting in stock preferences that are heavily driven by regional teams’ micro analysis, Joseph said.&lt;/p&gt;&lt;p&gt;The key driver behind Citi’s list of most preferred stocks in 2025 is the presence of positive rental growth, with rental growth weakness and high valuation the key reasons for the least preferred subsectors. Sector preferences are not globally consistent, Joseph stressed, highlighting the presence of significant local supply and demand drivers.&lt;/p&gt;&lt;p&gt;Regionally, Citi is most positive on the U.S., Australia, Europe, the Philippines, and Indonesia, and more cautious on China, Latin America, India, Japan, Singapore, Hong Kong, and Thailand.&lt;br&gt;&lt;br&gt;&lt;/p&gt;
      </description>

Three members of Citi’s global real estate research team—Nick Joseph in the United States, Aaron ...

Three members of Citi’s global real estate research team—Nick Joseph in the United States, Aaron Guy in the U.K., and Howard Penny in Australia—joined the latest episode of the Nareit REIT Report podcast to share their thoughts on regional outlooks and sector performance.Macro fundamentals, interest rates, and geopolitical sentiment are mixed globally, resulting in stock preferences that are heavily driven by regional teams’ micro analysis, Joseph said.The key driver behind Citi’s list of most preferred stocks in 2025 is the presence of positive rental growth, with rental growth weakness and high valuation the key reasons for the least preferred subsectors. Sector preferences are not globally consistent, Joseph stressed, highlighting the presence of significant local supply and demand drivers.Regionally, Citi is most positive on the U.S., Australia, Europe, the Philippines, and Indonesia, and more cautious on China, Latin America, India, Japan, Singapore, Hong Kong, and Thailand.

Episode 438: Citi Global Real Estate Outlook Sees Mix of Regional Trends in Play for 2025

<description>
        &lt;p&gt;Richard Barkham, chief economist at CBRE, was a guest on the latest episode of Nareit’s REIT Report podcast.&lt;br&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;CBRE is forecasting GDP growth of about 2.3% this year. With the economic momentum of 2024 continuing into 2025, “I think we're seeing the slow start to a new real estate cycle,” as vacancy begins to trend lower and rental growth generally firms and starts to head higher, Barkham said.&lt;br&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;Barkham described investor sentiment as “very positive” given the GDP forecast and the outlook for the year, “and based on the fact that people haven't been active for two or three years, or not very active….people are anxious to get moving and adjust their portfolios and deploy capital.”&lt;br&gt;&lt;br&gt;&lt;/p&gt;
      </description>

Richard Barkham, chief economist at CBRE, was a guest on the latest episode of Nareit’s REIT Repo...

Richard Barkham, chief economist at CBRE, was a guest on the latest episode of Nareit’s REIT Report podcast.CBRE is forecasting GDP growth of about 2.3% this year. With the economic momentum of 2024 continuing into 2025, “I think we're seeing the slow start to a new real estate cycle,” as vacancy begins to trend lower and rental growth generally firms and starts to head higher, Barkham said.Barkham described investor sentiment as “very positive” given the GDP forecast and the outlook for the year, “and based on the fact that people haven't been active for two or three years, or not very active….people are anxious to get moving and adjust their portfolios and deploy capital.”

Episode 437: CBRE’s Richard Barkham Sees New Real Estate Cycle Emerging in 2025

<description>
        &lt;p&gt;Abby McCarthy, Nareit’s senior vice president for investment affairs, joined the REIT Report podcast to discuss the value REITs can provide to an overall investment portfolio. &lt;br&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;“REITs offer investors a low cost, effective, and liquid means of investing in commercial real estate. As real estate stocks, they provide meaningful benefits to investment portfolios, which does include competitive long-term total returns, a strong portfolio diversification, and stable dividend income,” McCarthy said.&lt;br&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;Research shows that 78% of financial advisors recommend REITs to their clients, McCarthy said, with advisors appreciating their dividend income, diversification opportunities, strong risk-adjusted returns, and liquidity. &lt;br&gt;&lt;br&gt;&lt;/p&gt;
      </description>

Abby McCarthy, Nareit’s senior vice president for investment affairs, joined the REIT Report podc...

Abby McCarthy, Nareit’s senior vice president for investment affairs, joined the REIT Report podcast to discuss the value REITs can provide to an overall investment portfolio.&nbsp;“REITs offer investors a low cost, effective, and liquid means of investing in commercial real estate. As real estate stocks, they provide meaningful benefits to investment portfolios, which does include competitive long-term total returns, a strong portfolio diversification, and stable dividend income,” McCarthy said.Research shows that 78% of financial advisors recommend REITs to their clients, McCarthy said, with advisors appreciating their dividend income, diversification opportunities, strong risk-adjusted returns, and liquidity.&nbsp;

Episode 436: Nareit’s Abby McCarthy on the Benefits REITs Offer to Investment Portfolios

<description>
        &lt;p&gt;Sher Hafeez, senior managing director of JLL’s M&amp;amp;A and corporate advisory group, was a guest on the latest episode of Nareit’s REIT Report podcast.&lt;br&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;Hafeez discussed how REITs are trading at a premium to net asset value, with certain sectors, including health care, data centers, and office accounting for the lion’s share of that premium.&lt;br&gt;&lt;br&gt;&lt;/p&gt;&lt;p&gt;Many of these sectors are taking advantage of this cost of capital benefit and have issued equity to shore up capital to be on the offensive in 2025, Hafeez said. “I’d expect REITs to be pretty active acquirers compared to the last couple of years,” he added.&lt;br&gt;&lt;br&gt;&lt;/p&gt;
      </description>

Sher Hafeez, senior managing director of JLL’s M&amp;A and corporate advisory group, was a guest ...

Sher Hafeez, senior managing director of JLL’s M&amp;A and corporate advisory group, was a guest on the latest episode of Nareit’s REIT Report podcast.Hafeez discussed how REITs are trading at a premium to net asset value, with certain sectors, including health care, data centers, and office accounting for the lion’s share of that premium.Many of these sectors are taking advantage of this cost of capital benefit and have issued equity to shore up capital to be on the offensive in 2025, Hafeez said. “I’d expect REITs to be pretty active acquirers compared to the last couple of years,” he added.

Episode 435: JLL’s Sher Hafeez Sees Potential for Strategic Transactions by REITs in 2025

<p>A show about the latest news and developments in REITs and real estate investment. All episodes feature informative and timely interviews with REIT and publicly traded real estate executives, analysts, industry professionals, and thought leaders.&nbsp;</p>

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