Green Street’s Michael Knott Says REITs Faring Well in 2026 Amid Market Cross Currents

Green Street’s Michael Knott Says REITs Faring Well in 2026 Amid Market Cross Currents

Author: Nareit March 5, 2026 Duration: 25:06
Michael Knott, head of U.S. REIT research at Green Street, told the REIT Report podcast that REITs have enjoyed a number of tailwinds so far this year, including an AI-driven selloff across broader markets, lower interest rates, and strong access to debt capital. He described it as “a little bit of a nice comeback for the industry on a relative basis.” At the same time, Knott notes that these positive tailwinds are set against a cross current of a weaker outlook on the employment side. During...

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