REIT Bulletin

The Institute for Market Transformation (IMT) announced the 2026 class of Green Lease Leaders — and 17 Nareit members are prominently featured across the program's top tiers.

Mark Decker, Jr., CEO of Chiron Real Estate Inc. (NYSE: XRN), sat down for a video interview at Nareit’s REITweek: 2026 Investor Conference in New York, June 1-4. After more than a decade operating as Global Medical REIT, the company has started a new chapter as Chiron, with a strategy that involves expanding beyond its traditional outpatient medical focus into adjacent areas within the broader health care and senior living ecosystem.

Zach Vaughan, CEO of Vital Infrastructure Property Trust (TSX: VITL.UN), sat down for a video interview at Nareit’s REITweek: 2026 Investor Conference in New York, June 1-4. Vaughan said the company’s recent name change reflects its focus on essential health care real estate rather than a shift in strategy. Its portfolio—spanning hospitals, surgery centers, imaging centers, and other assets across six countries—is tied to non-discretionary health care needs.

Dave Bragg, CFO at UDR, Inc. (NYSE: UDR), joined the REIT Report podcast to discuss the multifamily REIT’s decision to adopt a monthly dividend, its strategic focus on operational excellence, and the current state of the multifamily real estate market. Bragg noted that adopting a monthly dividend reflects the REIT’s efforts to seek new and different sources of capital, including individual investors.

Michael Weil, president and CEO of Global Net Lease (NYSE: GNL), sat down for a video interview at Nareit’s REITweek: 2026 Investor Conference in New York, June 1-4. Higher interest rates are reinforcing the importance of disciplined underwriting and creating new acquisition opportunities across the net lease sector, according to Weil. He said today's higher cost of capital rewards strong management teams while exposing weaker business models, making tenant quality more important than ever.

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In today’s uncertain economy, higher inflation rates, elevated (and potentially rising) interest rates, and the strength of economic growth have become key concerns for real estate investors. While no guarantee of future results, historical data reveal that, on average, real estate has delivered solid total returns, with REITs outperforming their private market counterparts across different inflation, interest rate, and economic growth environments.

Key Takeaways REITs delivered strong investment performance through mid-year 2026, outperforming the broad equity market by a sizable margin. This performance reversed their 2025 trend and showed that REITs can do well in an elevated and rising interest rate environment. Despite economic uncertainties, REITs delivered solid operational performance and maintained disciplined balance sheets, which will help with future REIT performance and growth opportunities.

The FTSE EPRA Nareit Developed Extended Index was flat in June, while gaining 8.9% in 2026, as the FTSE EPRA Nareit Developed Index returned 1.0% for the month and has gained 10.2% year-to-date. North America has led in 2026, with a year-to-date total return of 17.3%, compared to Developed Europe’s 0.5% gain and Developed Asia’s 4.0% decline.

Daniel Oberste, president and CEO of BSR Real Estate Investment Trust (TSX: HOM.U), sat down for a video interview at Nareit’s REITweek: 2026 Investor Conference in New York, June 1-4. Sun Belt affordability and job growth continue to underpin demand for apartments, according to Oberste, whose company concentrates its portfolio in some of the nation's fastest-growing markets. "It's simple. Affordability in the Sun Belt leads to job growth, and job growth leads to economic expansion," Oberste said.