Q&A with Harry S. Dent, Jr.
According to Harry S. Dent, Jr., professional prognosticator, another Great Depression is coming, and commercial real estate may be one of the areas hardest hit.
[September/October 2008]
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Q&A with Tim Callahan
Commercial real estate has gone from a wall of capital to hitting the wall in terms of funding availability.
[July/August 2008]
Q&A with Michael Giliberto
It was only a matter of time before there was demand for ways to hedge exposure.
[May/June 2008]
Q&A with Marvin Zonis
A new trend is surfacing in the real estate investment industry: emerging markets are receiving attention from some REIT executives and many investors across the U.S. and around the world.
[March/April 2008]
Q&A with Jack Foster
Since their inception in 2000, Japanese REITs have brought transparency to Japan's commercial real estate market and helped to revive the Japanese economy.
[January/February 2008]
Q&A with James Corl
Cohen & Steers is a trusted name, not only domestically, but also among international real estate investors, well-known for its U.S. and global funds.
[November/December 2007]
Q&A with Steven Marks
As any credit analyst will tell you, the role of debt in the financial market is more important than ever.
[September/October 2007]
Q&A with Stan Ross
Prescient is the word that best describes renowned real estate expert Stan Ross.
[July/August 2007]
Q&A with Mark Decker
Mark Decker, managing director and group head of real estate at Robert W. Baird & Co. and former CEO and president of NAREIT from 1985 to 1997, has a real sense of the REIT story.
[May/June 2007]
Q&A with Richard Lehmann
In his forthcoming book, bond expert and Forbes columnist Richard Lehmann tells individual investors how to select a basket of income securities that outperforms major stock indexes.
[March/April 2007]
Q&A with Robert Arnott
There's an innovative investment strategy making news—fundamental indexing.
[January/February 2007]
Q&A with Michael Mauboussin
What can ants, zebras and slime mold teach us about investing?
[November/December 2006]
Q&A with Todd Canter
Todd Canter, managing director for global product and strategy at LaSalle Investment Management, oversees an army of real estate professionals in 36 countries, and is well-positioned to explain why a growing number of institutional investors are finding real estate attractive.
[September/October 2006]
Q&A with Joel Greenblatt
Hedge fund manager Joel Greenblatt's bestselling book, "Little Book That Beats the Market," outlines a simple yet winning stock formula.
[July/August 2006]
Q&A with Martin Cohen
Since its inception in 1986, Cohen & Steers, Inc. (NYSE: CNS) has recognized the importance of dividends.
[May/June 2006]
Q&A with Lee Munder Capital Group
Successful REIT portfolio managers Patrick Donnelly and Arthur Hurley make a good team.
[March/April 2006]
Q&A with David Swensen
When David Swensen talks, people listen.
[January/February 2006]
Q&A with Mike Kirby
Mike Kirby, co-founder of the independent research firm Green Street Advisors and co-winner of NAREIT's Industry Achievement Award in 2003, has watched the REIT industry grow from a market cap of less than $10 billion 20 years ago to its current level of nearly $350 billion.
[November/December 2005]
Q&A with James K. Glassman
Through his books and regular columns, influential market commentator James K. Glassman has been explaining the basics of investing and providing stock tips to a generation of small investors.
[September/October 2005]
Q&A Byron Wien
Morgan Stanley Senior Investment Strategist Byron Wien is well-known for his annual list of "Surprises of the New Year."
[July/August 2005]
Q&A Benoit Mandelbrot
Forget Euclidean geometry with its smooth lines and planes.
[May/June 2005]
Q&A with Joseph Battipaglia
Joseph Battipaglia, chief investment officer for Ryan Beck & Co., has been called one of the market's best-known and most persistent bulls.
[March/April 2005]
Q&A with John C. Bogle
Investment legend John Bogle pioneered no-load and index mutual funds while heading up The Vanguard Group.
[January/February 2005]
Q&A with Roger Gibson
Chagrined investors rediscovered Roger Gibson's classic text "Asset Allocation: Balancing Financial Risk" after the tech bubble burst in 2000.
[November/December 2004]
Economic Implications of the 2004 Election
The following was excerpted from a session held during NAREIT’s 2004 Institutional Investor Forum in June.
[September/October 2004]
Q&A with Jeremy Siegel
Well-known Wharton professor and market commentator Jeremy Siegel is the author of "Stocks for the Long Run," which has been called "one of the best investment books of all time."
[July/August 2004]
Q&A with Lester Thurow
Few economists think bigger picture than Lester Thurow, the Lemelson professor of management and economics at MIT.
[May/June 2004]
Q&A with Jeremy Grantham
Real Estate Portfolio recently asked celebrated investment manager and noted bear Jeremy Grantham, chairman of Grantham, Mayo, Van Otterloo & Co. LLC, to share his thoughts on the capital markets and REIT stocks.
[January/February 2004]
Q&A with Tom Robinson
Few people within the real estate industry have as broad a perspective as Tom Robinson.
[January/February 2004]
Q&A with Richard B. Saltzman
Real Estate Portfolio recently asked Richard B. Saltzman, industry leader and former NAREIT board member, to share his thoughts on the capital markets and the real estate industry as a whole.
[November/December 2003]
Q&A with Burton Malkiel
Real Estate Portfolio sat down with Princeton University professor Burton G. Malkiel, author of the classic text, “A Random Walk Down Wall Street,” recently published in its eighth edition.
[September/October 2003]
Q&A with David M. Blitzer, Ph.D.
Real Estate Portfolio recently asked David M. Blitzer, managing director and chairman of the Index Committee at Standard & Poor’s, to share his thoughts on the capital markets and the inclusion of REITs in the S&P 500.
[July/August 2003]
Q&A with Lawrence Gray
Real Estate Portfolio recently asked Lawrence Gray, managing director, head of Real Estate Corporate Finance at Wachovia Securities, to share his thoughts on the capital markets for publicly traded real estate and the economy as a whole.
[May/June 2003]
Q&A with Mark Patterson
Real Estate Portfolio recently asked Jackson Hsieh, U.S. Managing Director of the Real Estate, Lodging & Leisure Group at UBS Warburg, to share his thoughts on the capital markets for publicly traded real estate and the economy as a whole.
[March/April 2003]
Q&A with Jackson Hsieh
Real Estate Portfolio recently asked Jackson Hsieh, U.S. Managing Director of the Real Estate, Lodging & Leisure Group at UBS Warburg, to share his thoughts on the capital markets for publicly traded real estate and the economy as a whole.
[January/February 2003]
Q&A with Larry Raiman
Real Estate Portfolio recently asked Larry Raiman, managing director of real estate research for Credit Suisse First Boston Corporation, to share his thoughts on the capital markets for publicly traded real estate and the industry as a whole.
[November/December 2002]
Q&A with Bob Lieber
Real Estate Portfolio recently asked Bob Lieber, co-head of Lehman Brothers’ Global Real Estate
Investment Banking unit, to share his thoughts on the capital markets for publicly traded real estate and the industry as a whole.
[September/October 2002]
Q&A with Christopher Niehaus
Real Estate Portfolio recently asked Christopher J. Niehaus, managing director and head of Morgan Stanley's North American Real Estate Investment Group, to share his thoughts on the capital markets for publicly traded real estate and the industry as a whole.
[July/August 2002]
Q&A with Ron Sturzenegger
Real Estate Portfolio recently asked Ron Sturzenegger,
managing director, head of real estate and lodging
investment banking for Banc of America Securities
LLC, to share his thoughts on the capital markets for
publicly traded real estate and the industry as a whole.
[May/June 2002]
Q&A with Peter Baccile
Real Estate Portfolio recently asked Peter E. Baccile, managing director, global head of JP Morgan Securities, Inc.'s Real Estate & Lodging Investment Banking Group, to share his thoughts on the capital markets for publicly traded real estate and the industry as a whole.
[March/April 2002]
Q&A with Jacques Brand
Real Estate Portfolio recently asked Jacques Brand, managing director, global head of real estate, lodging and gaming for Deutsche Banc Alex. Brown, to share his thoughts on the capital markets for publicly traded real estate and the industry as a whole.
[January/February 2002]
Capital Balancing Act: Preferred vs. Common Stock
REITs can generally select from four types of capital to fund their operations, which they continually juggle to match capital requirements, financing costs and investment opportunities. The four sources are public common shares, private equity, public preferred shares and debt.
[November/December 2001]
Debating the Merits of Private Equity
REITs' use of private equity—primarily from joint ventures and private placements of common and convertible securities—has been a hotly debated topic ever since the industry lost access to the public equity market in 1998.
[September/October 2001]
Discretionary Funds:
Little-known Equity Capital Source
Over the next decade, top-quality public and private real estate developers and owners will be relying more and more on an expanding primary equity capital tool: discretionary funds.
[July/August 2000]
REIT Joint Ventures with Tax-Exempt Investors
Although the Real Estate industry's fundamentals are strong, with rising rents, increasing occupancies and minimal new construction, the public equity market has yet to show great interest in real estate.
[November/December 2000]
Will Overhang Hurt the REIT Markets?
Not Likely!
Investor concerns about common stock overhang did a lot of damage to the internet industry markets, at least once insiders started selling their holdings.
[September/October 2000]
Safe Harbors in a Stormy Sea
Having been becalmed during run-up of the S&P 500 and, more recently, the NASDAQ 100, REIT stock prices may be on their way, at last, to approximating net asset values. Most property sectors have posted double-digit returns since mid- December.
[July/August 2000]
Should REITs Buy Other REITs Securities?
Are REITs better off buying securitized real estate rather than real estate
itself? With REIT stocks generally trading at prices significantly below
corporate net asset values and at yields sharply above those available on most
properties.
[May/June 2000]
Stock Repurchases: Are They Paying Off?
By year end, the major capital markets issues that concerned the REIT industry in 1999 resulted in a growing number of stock repurchase program announcements. Almost half of all equity REITs had announced share repurchase programs.
[March/April 2000]
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