REIT Bulletin

Dave Sedgwick, president and CEO of CareTrust REIT (NYSE: CTRE), sat down for a video interview at Nareit’s REITweek: 2026 Investor Conference in New York, June 1-4. CareTrust REIT is benefiting from some of the strongest operating conditions the skilled nursing sector has experienced in decades, he said, adding that demand for skilled nursing is accelerating as the long-anticipated aging of the baby boomer generation begins to materialize.

Brendan Lynch, co-head of U.S. equity REIT research at Barclays, discussed data center REITs on the latest REIT Report episode, noting that the sector is rebounding as enterprise AI demand accelerates, leasing pipelines grow, and investors seek more direct exposure. Lynch said the recent Blackstone Digital Infrastructure Trust (NYSE: BXDC) IPO shows “there are investors who are looking for a specific type of exposure,” in the data center sector, notably stabilized assets.

The FTSE Nareit All Equity REITs Index rose 1.5% in June, extending its year-to-date total return to 14.9%. Broader equity markets declined in the month, with the Dow Jones U.S. Total Stock Market falling 0.4% while the Russell 1000 declined 0.5%. On a year-to-date basis, REITs outperformed the broad market with the Dow Jones U.S. Total Stock Market up 11.1% and the Russell 1000 up 10.3%. The 10-year Treasury yield was steady over the month, closing at 4.44%, roughly where it closed in May.

Rick Matros, chairman and CEO of Sabra Health Care REIT, Inc. (Nasdaq: SBRA), sat down for a video interview at Nareit’s REITweek: 2026 Investor Conference in New York, June 1-4. Matros said the company is focused largely on external growth, especially senior housing operating portfolio (SHOP) opportunities in secondary markets, while skilled nursing acquisitions remain limited.

Bill Crooker, president and CEO of STAG Industrial (NYSE: STAG), sat down for a video interview at Nareit’s REITweek: 2026 Investor Conference in New York, June 1-4. E-commerce continues to support demand for industrial real estate, Crooker said. He noted that first quarter sales there reached "the largest percentage of e-commerce retail sales in the history of e-commerce" at 16.9%, underscoring the sector's continued long-term growth.

Dr. Jeremy Porter, chief economist at First Street, sat down for a video interview at Nareit’s REITweek: 2026 Investor Conference in New York, June 1-4. He said physical climate risk has become a mainstream business issue for REITs, and that the industry's focus has evolved significantly over the past decade. Rather than simply identifying whether a property is exposed to flooding or other hazards, investors increasingly want to understand the financial implications.

Each month, Nareit highlights recent executive career moves, board changes, and other notable individual achievements and developments within the REIT and publicly listed real estate market. If you would like Nareit to share your news, please get in touch here. In Memoriam James Taylor Jr. James Taylor Jr., former CEO of Brixmor Property Group Inc.

Jonathan Stanner, president and CEO of Summit Hotel Properties, Inc. (NYSE: INN), sat down for a video interview at Nareit’s REITweek: 2026 Investor Conference in New York, June 1-4. Stanner said the REIT’s 2026 results have exceeded its initially modest expectations, with fundamentals improving notably in March and April. Demand has been broad-based, with particular strength in midweek travel and urban markets—areas that align well with Summit’s portfolio.

Eric Rubin, U.S. REIT leader – audit at Deloitte, sat down for a video interview at Nareit’s REITweek: 2026 Investor Conference in New York, June 1-4. Rubin shared insights from Deloitte's recently published 2026 commercial real estate outlook, highlighting improving conditions across the REIT industry despite ongoing challenges.

Brent Smith, president and CEO of Piedmont Realty Trust (NYSE: PDM), sat down for a video interview at Nareit’s REITweek: 2026 Investor Conference in New York, June 1-4. Office landlords that offer the right combination of location, amenities, and tenant experience continue to outperform, according to Smith.