Episode 424: Principal’s Todd Kellenberger Says Rate Cuts Likely to Boost REIT Property Values

Episode 424: Principal’s Todd Kellenberger Says Rate Cuts Likely to Boost REIT Property Values

Author: Nareit October 3, 2024 Duration: 12:06
Todd Kellenberger, REIT client portfolio manager at Principal Asset Management, was a guest on the latest episode of Nareit’s REIT Report podcast. Kellenberger discussed how REITs are likely to perform amid either an economic soft landing or mild recession, as well as the impact of lower interest rates on the sector. “The general trajectory of where markets are headed is favorable for real estate,” Kellenberger said. He noted that the Federal Reserve is seeking to ease monetary cond...

For anyone navigating the complex world of publicly traded real estate, Nareit's REIT Report Podcast offers a direct line to the people shaping the market. This isn't about surface-level commentary; each conversation digs into the operational realities, strategic shifts, and economic forces influencing REITs and real estate investment trusts. You'll hear from the executives making pivotal decisions within their companies, alongside analysts who interpret the trends and industry professionals with ground-level expertise. The discussions are timely, focusing on current developments and news that impacts portfolios and investment strategies. By tuning in, you gain access to a nuanced perspective on asset classes, market volatility, capital allocation, and the broader landscape of income-producing real estate. This podcast serves as an ongoing education, stripping away the jargon to reveal the substantive ideas and data-driven insights moving the industry forward. Whether you're a seasoned investor, a finance professional, or simply keen to understand the mechanics behind real estate investment, these interviews provide context and clarity that's often hard to find elsewhere.
Author: Language: en-us Episodes: 100

Nareit's REIT Report Podcast
Podcast Episodes
SPECIAL EPISODE: The Human Impact of Extreme Weather Events [not-audio_url] [/not-audio_url]

Duration: 33:44
In this episode of the REIT Report special series, “Building Resilience,” Joanna Frank, Founder, CEO, and President of Center for Active Design, shares how focusing on health and wellness in the built environment builds…
CenterSquare Sees REITs as Attractive in Current Economic Environment [not-audio_url] [/not-audio_url]

Duration: 14:04
Patrick Wilson, a portfolio manager for CenterSquare Investment Management’s real estate securities group, was a guest on the latest episode of the REIT Report podcast. He noted that REITs are currently in a “pretty envi…