Episode 435: JLL’s Sher Hafeez Sees Potential for Strategic Transactions by REITs in 2025

Episode 435: JLL’s Sher Hafeez Sees Potential for Strategic Transactions by REITs in 2025

Author: Nareit January 9, 2025 Duration: 10:20
Sher Hafeez, senior managing director of JLL’s M&A and corporate advisory group, was a guest on the latest episode of Nareit’s REIT Report podcast. Hafeez discussed how REITs are trading at a premium to net asset value, with certain sectors, including health care, data centers, and office accounting for the lion’s share of that premium. Many of these sectors are taking advantage of this cost of capital benefit and have issued equity to shore up capital to be on the offensive i...

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
Episode 430: Commercial Real Estate on Cusp of Next Upturn: PwC [not-audio_url] [/not-audio_url]

Duration: 12:25
Andrew Alperstein, real estate partner at PwC, was a guest on the latest episode of Nareit’s REIT Report podcast. Alperstein said a key theme from the PwC/Urban Land Institute Emerging Trends in Real Estate® 2025 report…
Episode 427: Top-Down Recovery Evident in Office Sector: JLL [not-audio_url] [/not-audio_url]

Duration: 22:55
Jacob Rowden, senior manager for U.S. office research at JLL, was a guest on the latest episode of Nareit’s REIT Report podcast. He noted that within the last year, a top-down recovery has been evident in the office sect…