Nareit's REIT Report Podcast

Nareit

A show about the latest news and developments in REITs and real estate investment. All episodes feature informative and timely interviews with REIT and publicly traded real estate executives, analysts, industry professionals, and thought leaders.

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Nareit's REIT Report Podcast

Episodes (503)

Thursday Baird’s Michael Bellisario Says Lodging REIT Outlook Cautiously Optimistic
Mar 26th CenterSquare’s Todd Briddell Highlights Alpha Opportunity, Innovation in REIT Market
Mar 19th Hazelview Investments' Sam Sahn Sees Uptick in Investor Appetite for REITs

Nareit's REIT Report Podcast

Apr 2, 2026
14½ minutes
10 MB

Michael Bellisario, senior research analyst at Baird, joined the REIT Report to review the outlook for the lodging and hotel REIT sector in 2026, focusing on demand trends, the impact of major events like the World Cup, and strategies for maintaining occupancy and navigating market challenges. Bellisario said the overall outlook for the sector for 2026 is “positive but muted,” following a tough 2025. The World Cup is expected to boost revenue this year, with Baird estimating it will contribute 75 basis points or more to REVpar for the year. “It’s going to be a tailwind. It's just a matter of how m...

Nareit's REIT Report Podcast

Baird’s Michael Bellisario Says Lodging REIT Outlook Cautiously Optimistic

Nareit

00:00 -14:27