Front & Center returns, with Portfolio Manager Rob Goldstein 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 the market, with quick forays into residential, hotel, healthcare, senior housing, and retail. They view the strongest tailwinds impacting results and expectations in senior housing and retail where secular tailwinds are continuing to demonstrate resilience in the face of broader market uncertainty.
“REIT Earnings Roundup: A Cloudy Crystal Ball” reviews what we expect – and what we still don’t know – as we look at REITs in the first quarter of 2025 and beyond.
