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

Coming out of REIT earnings season and a run of industryconferences, there's a lot to cover about where the REIT sector stands today. This episode of the Front & Center podcast shares some of the highlights and the implications for the near-term.

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're hearing straight from the CEOs and CFOs they'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' capital markets advantage is becoming more pronounced in an elevated interest rate environment.