As of this episode (April 30, 2024), approximately 25% of the near 200 publicly-traded REITs in the US have reported their Q1 2024 results. Over the next week, the remaining 75% of REITs will be reporting their results and hosting their earnings calls.

During this episode, we share the more interesting highlights we've heard from REITs that have already been reported. We'll go sector by sector, calling out key takeaways that we noted on a handful of these company calls.

Key highlights:



02:20 Industrial REIT results.

07:28 Office REIT results.

18:46 Retail REIT results.

27:05 Multifamily REIT results.

32:43 Multifamily adjacent - self-storage results.

36:26 Mortgage REIT results.

38:32 Upcoming REIT earnings calls.

39:13 Upcoming macroeconomic updates.

Resources Mentioned:

Cole Perry -

https://www.linkedin.com/in/coleperry1/

Omar Eltorai -

https://www.linkedin.com/in/omareltorai/

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#CRE #CommercialRealEstate #Property