Episode #85: Reading between the Earnings Calls: REIT Debrief

<p>Coming out of REIT earnings season and a run of industryconferences, there&#39;s a lot to cover about where the REIT sector stands today. This episode of the Front &amp; Center podcast shares some of the highlights and the implications for the near-term.</p><p>Senior Investment Strategist and Global Head ofSustainability Uma Moriarity is joined by CenterSquare Listed Securities Portfolio Managers Patrick Wilson and Rob Goldstein, to break down what they&#39;re hearing straight from the CEOs and CFOs they&#39;ve met with on the road. Patrick,Rob, and Uma discuss why REITs are no longer a pure interest rate proxy, the supply picture shaping industrial and life sciences recovery, the political headwinds facing data centers and what they mean for incumbents, and why REITs&#39; capital markets advantage is becoming more pronounced in an elevated interest rate environment.</p>