Front & Center Podcast: Episode 23 – REIT Earnings Recap

November 2023

This week on Front & Center Uma Moriarity is joined by Patrick Wilson, CFA, Portfolio Manager for CenterSquare’s Listed Real Estate Platform to wrap up U.S. REITs earnings season and provide a comprehensive update on various property types and markets. The conversation starts by synthesizing fundamentals across the industrial, residential, and retail sectors and closes with a discussion about the general capital strength of REITs, focusing on leverage levels and potential opportunities arising within the current real estate cycle. “REIT Earnings Recap” highlights key takeaways and thematics across the broader real estate landscape, providing valuable insights for listeners as REITs earnings season draws to a close and we approach the end of the year.