Episode #54: REIT Earnings Roundup: A Cloudy Crystal Ball
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Episode #54: REIT Earnings Roundup: A Cloudy Crystal Ball
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About this listen
Front & Center returns, with Portfolio Manager RobGoldstein joining Senior Investment Strategist and Global Head of Sustainability Uma Moriarity to share collective insights on what they’re seeing during the current REIT earnings season. Their conversation spans the volatility affecting most sectors, with quick forays into residential, hotel, healthcare, senior housing, and retail. While none of these sectors is immune to the continuing uncertainty in the market, they view the strongest tailwinds in senior housing, with retail following as a close second.
“REIT Earnings Roundup: A Cloudy Crystal Ball” reviews whatwe expect – and what we still don’t know – as we look at REITs in the first quarter of 2025 and beyond.
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