Real Estate Fundamentals in “Great Shape,” Says Analyst

Chris Lucas, a REIT analyst and senior managing director at Capital One, joined REIT.com for a video interview at REITWorld 2015: NAREIT’s Annual Convention for All Things REIT at the Wynn Las Vegas.

Real estate fundamentals are in “great shape,” according to Lucas: New development is under control, and demand remains fairly consistent across all the property types.

“We’re optimistic about where things are. Obviously there are selected markets where there may be some imbalances, but the bottom line is that things are pretty good,” Lucas said.

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Professor Sees Continued Flow of Funds to Real Estate

Cydney Donnell, director of real estate programs at Texas A&M University’s Mays Business School, joined REIT.com for a video interview at REITWorld 2015: NAREIT’s Annual Convention for All Things REIT at the Wynn Las Vegas.

Donnell shared her views on the state of the real estate cycle.

“I don’t really worry about it too much because I don’t think that’s the question,” Donnell said. Rather, Donnell stressed that a 35-year “supercycle” in the bond market supported by declining interest rates has fueled a surge of money flowing into real estate.

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Green Street Projects Real Estate Pricing Adjustment in 2016

Andy McCulloch, managing director and head of real estate analytics at Green Street Advisors, joined REIT.com for a video interview at REITWorld 2015: NAREIT’s Annual Convention for All Things REIT at the Wynn Las Vegas.

McCulloch discussed the major findings of a recent Green Street report on the real estate cycle. The report concludes that the current commercial real estate cycle is nearing the end of its lifespan, although McCulloch conceded that the cycle could be extended. Valuations have become “fairly expensive,” according to McCulloch.

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REITWorld 2015: Investors Taking a Harder Look at Real Estate Sustainability

GRESB Panel

As environmental, social and governance (ESG) issues become increasingly important for real estate investors, companies that fall short in these areas are likely to be left behind, according to a panel of sustainability professionals at REITWorld 2015: NAREIT’s Annual Convention for All Things REIT.

Nils Kok, CEO of the Global Real Estate Sustainability Benchmark (GRESB), moderated the panel.

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Texas Christian Team Leads Real Estate Portfolio Challenge

Students from Texas Christian University are currently leading the Real Confidence University Portfolio Challenge, a year-long competition featuring teams from 15 universities seeking to create the best-performing portfolio from a mixture of real estate investments.

NAREIT has partnered in the challenge with the National Council of Real Estate Investment Fiduciaries (NCREIF).  Altus Group Ltd., a provider of independent advisory services, is managing the project.

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