Front & Center podcast episode 46 features CenterSquare Portfolio Manager Rob Goldstein, joining host Uma Moriarity to talk REITs earnings. With mostly good news in line with our expectations, Rob and Uma discuss the lower interest rate environment, improved fundamentals in the office sector, and continued strong fundamentals across retail, lodging, and data centers.
“REITs Earnings: Strong Fundamentals and Few Surprises” provides a detailed analysis across sectors in the REITS market, and how earnings stacked up against our expectations this quarter.