REITcafe Welcomes Ralph Block
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REITtalk
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Episode 95
"Live with Ralph Block"
Recorded: March 22, 2007
Guest:
Ralph Block
Author, "Investing in REITs"
and
Publisher, "The Essential REIT"
Topic:
Ralph Block, author of the popular book "Investing in REITs", now in its third edition and publisher of the weekly newsletter, "The Essential REIT", joins me for a live episode of REITtalk. Although there were no questions from the live audience, there was no lack of topics to discuss with Ralph as we explored this choppy market environment.Topics discussed include:
- What's driving the volatility in the REIT space and how do you deal with it?
- What impact will the blow up in sub-prime lending have on REITs?
- What opportunities arise from the consolidation in the health care REIT sector?
- Liquidity has had a definite impact on REITs; where will it take us from here?
- Debt and equity issuance is on the rise. What are the ramifications?
Program Length: 34:17 minutes
Full-Text Search of REITtalk:
Executive Compensation at REITs
Join us for our newest podcast:
The REIT ReportŪ
Click here to subscribe to The REIT ReportŪ on iTunes.
Episode 8
"Executive Compensation: Issues and Perception"
Recorded: March 23, 2007
Hosts:
Anatole Pevnev, REITcafe.com
Matt Bechard, NAREIT
Guests:
Kevin Christenson
Senior Managing Director & CEO
FPL Associates L.P.
and
Jeremy Banoff
Senior Director
FPL Associates
| Play Program |
Topic:
Executive compensation continues to grab the media spotlight, as well as congressional attention. As NAREIT prepares to launch its latest REIT industry compensation survey co-hosts Anatole Pevnev and Matt Bechard speak with the authors of this year's study to discuss the issues that are topping investor agendas today.Topics discussed include:
- What are the relevant issues surrounding compensation today?
- How will recently adopted accounting and disclosure rules affect compensation policies at REITs?
- How can REITs avoid falling into the same traps other industries have fallen into?
- How is privatization of public companies impacting compensation structures?
- How is the current state of real estate markets impacting the ability of REITs to recruit new talent?
- Are REITs effectively planning for executive succession?
Program Length: 44:33 minutes
Episode 7
A Look at REIT Debt
Date: January 17, 2007
Hosts:
Anatole Pevnev, REITcafe.com
Matt Bechard, NAREIT
Guest:
Lisa Sarajian
Managing Director
Real Estate Finance Group
Standard & Poor's
| Play Podcast |
Topic:
Lisa, whose group at Standard & Poor's focuses on REIT debt instruments, joins us to discuss the current state of the REIT markets. Lisa also shares her thoughts on how REITs have evolved and the implications this has on their ability to support debt.
Program Length: 36:08
Episode 6
A Look at REITs in 2007
Date: October 23, 2006
Hosts:
Anatole Pevnev, REITcafe.com
Matt Bechard, NAREIT
Guest:
Hans Nordby
Real Estate Economist
Property & Portfolio Research
| Play Podcast |
Topic:
As we approach the end of 2006, Hans joins us for a discussion of the trends that are currently impacting real estate and REITs and how the real estate markets are shaping up for 2007.
Program Length: 34:58
Episode 5
Terrorism Risk Insurance
Date: September 22, 2006
Hosts:
Anatole Pevnev, REITcafe.com
Matt Bechard, NAREIT
Guest:
Terry Fleming
Director of Risk Managment
Montgomery County, Maryland
| Play Podcast |
Topic:
Terry Fleming, Director of Risk Management for Montgomery County Maryland as well as a member of the Board of Directors of the Risk and Insurance Management Society (RIMS), joins us to discuss the current state of terrorism risk insurance in the United States. This issue continues to remain important to both the public and private sectors with present legislation set to expire at the end of 2007.
For More Information Visit:
TRIA Documents at the Risk Insurance Managment Society Website: www.rims.org
The Coalition to Insure Against Terrorism Website: www.InsureAgainstTerrorism.org
Program Length: 25:14
Episode 4
The British are coming!
The British are coming!
Date: September 15, 2006
Hosts:
Anatole Pevnev, REITcafe.com
Matt Bechard, NAREIT
Guest:
John Richards, CEO
Hammerson plc
| Play Podcast |
Topic:
As the United Kingdom prepares to introduce REITs in 2007 we speak with John Richards, CEO of Hammerson plc, the first UK property company to announce their intention to convert to a REIT. The UK has a long and successful history of publicly traded real estate companies and the introduction of the REIT structure is expected to attract significant investor interest from around the globe. John brings us up to speed on what we may expect from the UK REITs as well as some of the differences and similarities between UK REITs and US REITs.
Program Length: 34:11
Episode 3
Date: August 25, 2006
Hosts:
Anatole Pevnev, REITcafe.com
Matt Bechard, NAREIT
Guest:
Michael Friedman, Partner
Pepper Hamilton, LLP
| Play Podcast |
Topic:
M&A has been the hot topic of 2006. Michael discusses the trends, incentives, and structures that have defined the wave of activity we have seen this year. Michael also shares his thoughts on disclosure requirements and evolving M&A trends in the REIT industry.
Program Length: 43:02
Episode 2
Date: August 23, 2006
Hosts:
Anatole Pevnev, REITcafe.com
Matt Bechard, NAREIT
Guests:
Chris Shaida, CEO
David W. Stanford, Executive Director
Jim Vincent, Managing Director
RealFoundations, Inc.
| Play Podcast |
Topic:
Join REITcafe.com's Editor, Anatole Pevnev and co-host Matt Bechard, NAREIT's Senior Director of Communications as they discuss the history and future of business process outsourcing in the real estate industry. Commonplace in the technology and information sectors, outsourcing is beginning to make inroads in the real estate industry.
- A brief overview and history of outsourcing
- "Outsourcing" vs "Off-Shoring"
- What do REITs need to think about before considering outsourcing?
- What is the future of outsourcing for REITs?
Program Length: 1:06:28
Episode 1
Date: July 12, 2006
Hosts:
Anatole Pevnev, REITcafe.com
Matt Bechard, NAREIT
Guest:
John Kriz
Managing Director
Moody's Investors Service's Real Estate Finance
| Play Podcast |
Topic:
Join REITcafe.com's Editor, Anatole Pevnev and co-host Matt Bechard, NAREIT's Senior Director of Communications as they discuss the current state of securitized real estate with the head of Moody's Real Estate Finance group.
- What is the current M&A activity telling us?
- Is real estate "jumping the shark"?
- What are Moody's' sectoral ratings views?
- What impact is recent activity having on real estate debt ratings?
- What is the impact of real estate globalization?
Program Length: 23:56 minutes
The REIT ReportŪ is the exclusive registered trademark of the National Association of Real Estate Investment Trusts.
Introducing the REITcafe Volatility Index
(Click on Graph to View Full Size Image)
To better capture the relative level of volatility in US REIT shares, REITcafe is launching the REITcafe Volatility Index. The REITcafe Volatility Index looks at the inherent volatility of the Morgan Stanley REIT Index (MSCI) on a recurring basis and will be updated daily on REITcafe.com as well as being published weekly in the REITcafe Weekly Newsletter.
The index begins with the standard deviation of daily changes in the MSCI Index over the previous four weeks on a rolling basis. The baseline (Baseline=100) for the index is the average of standard deviations between the launch of the MSCI Index on December 31, 1994 and December 31, 2006. This means that an index value of 100 represents the average volatility between December 31, 1994 and December 31, 2006.
While the REITcafe Volatility Index started out this year on January 2, 2007, with an index value of 91.66 (slightly below its long term average), as of September 22, 2007, the index stood at 253.88, or slightly more than two and one-half times its long term average. The volatility index reached a peak of 334.49 on August 29, 2007. The graph below shows three distinct periods of surging REIT volatility in 2007.
(Click on Graph to View Full Size Image)
Welcome to REITcafe
REITcafe is a sponsor supported website providing numerous podcast programs focused on the REIT industry, consensus NAV estimates, REIT company conference calls in podcast format, and up to the minute news on the industry.
Because REITcafe is a sponsor supported website, we are able to offer all of our content to anyone interested in REITs at no charge. Please feel free to explore our website and see what REITcafe has to offer.
Ten Most Popular Podcast Downloads
Week Ending: Friday, March 23, 2007
- REITtalk: Highwoods On The Comeback Trail (Mar 15, 2007)
- REITtalk: AFIRE's Foreign Investment Survey (Mar 20, 2007)
- REITtalk: Live with Ralph Block (Mar 22, 2007)
- REITweek: Asian REITs (Jun 6, 2006)
- REITtalk: Lexington Realty Trust (Mar 7, 2007)
- REITtalk: Washington Real Estate Investment Trust (Jan 10, 2006)
- The REIT Report: A Look at REIT Debt (Jan 17, 2007)
- REITtalk: RFID Lessons Learned (Nov 16, 2005)
- REITweek: The REIT Funds Model (Jun 7, 2006)
- REITtalk: Advantus Capital Management (Feb 1, 2006)
REITcalls:
Searchable REIT Earnings Conference Call Podcasts on REITcafe
Click here to subscribe to REITcalls through iTunes.
REITcalls provides visitors to REITcafe with podcast versions of individual company quarterly earnings conference calls. So if you can't make the call, or simply prefer to listen to the call at your own convenience, check out REITcalls.
With REITcalls you can listen to REIT earnings conference calls on your computer, or on your MP3 player, at home, the office, the gym, on your way to work, or on that long flight. You can view a complete list of the companies whose conference call are available on REITcalls on the REITcalls page.
Full Text Search Tool
Maybe you're interested in finding out what the REITs have to say about "cap rates" or "operating expenses". With the PodZinger toolbar on REITcalls you can do full text searches of the audio of the conference call. So visit REITcalls and find out why podcasts are a great way to listen to conference calls
Listen to the Latest Calls Now:
Ticker: AMY
Company: AmREIT Inc.
| Play Call Now |
Call Topic: Q4 2006 Earnings Conference Call
Call Date: Wed, March 14, 2007; 11:00am ET
Available Through: March 14, 2008; 11:59pm ET
Call Length: 1:07:56
Company Website: www.amreit.com
Full-Text Search of REITcalls:
25 Most Popular Podcast Downloads of 2006
- REITtalk: Advantus Capital Management (Feb 1, 2006)
- REITweek: CEO Marketplace (Jun 7, 2006)
- The REIT Report: John Kriz of Moody's (Jul 12, 2006)
- REITtalk: RFID Lessons Learned (Nov 16, 2005)
- REITtalk: Global REIT Panel (Sep 28, 2006)
- REITweek: The REIT Funds Model (Jun 7, 2006)
- REITtalk: Blake Baird of AMB (Aug 1, 2006)
- REITweek: UK REITs (Jun 7, 2006)
- REITtalk: Washington Real Estate Investment Trust (Jan 10, 2006)
- REITweek: Asian REITs (Jun 6, 2006)
- The REIT Report: A Look at REITs in 2007 (Oct 23, 2006)
- REITweek: The Privatization / M&A Trend (Jun 6, 2006)
- REITtalk: Ralph Block (Oct 20, 2005)
- REITtalk: Heitman Real Estate Securities (Jul 6, 2006)
- REITtalk: American Campus Communities (Jan 27, 2006)
- REITweek: Indexes and Investing (Jun 6, 2006)
- REITtalk: Pepper Hamilton (Apr 17, 2006)
- REITtalk: Property & Portfolio Research (Mar 28, 2006)
- REITtalk: LaSalle Investment Management (Feb 27, 2006)
- REITtalk: Real Capital Analytics (Jul 18, 2006)
- REITtalk: Glenn Rufrano of New Plan (Sep 21, 2006)
- REITcorner: REITcorner 6/11/2006 (Jun 7, 2006)
- REITtalk: Associated Estates (Mar 23, 2006)
- REITtalk: Cornerstone Real Estate Advisers (Mar 28, 2006)
- REITweek: The Global Real Estate Investment Platform (Jun 8, 2006)
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Join us for NAREIT's Annual Convention
Whether you made it to this year's conference and missed a few sessions, or simply never made it to the conference, don't miss a moment of that session you wanted to hear. All of the general sessions from this year's NAREIT Annual Convention are available in their entirety at REITcafe.com
Left-click on any of the sessions below to listen to it in your browser, or right-click on it and save it to your computer.
Wednesday, November 8, 2006
Thursday, November 9, 2006
Stay up to date all day long with the latest REITnews at REITcafe.com.
Make REITnews Your Homepage...
REITnews gives you the latest REIT news all day long. Follow the simple instructions below and never miss an important announcement again.
Internet Explorer Users:
- Go to the REITnews page (click here)
- Select "Internet Options" from "Tools" on the browser menu bar.
- Select the "General" tab on the Options screen.
- Click the "Use Current" button in the Home Page section
- Click "OK" to close the Options screen and save your changes.
- Enjoy as the latest REIT news are brought to your desktop all day long.
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- Make sure you only have one tab open in Firefox.
- Select "Options" from "Tools" on the browser menu bar.
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- Click the "Use Current Page" button in the Home Page section.
- Click "OK" to close the Options screen and save your changes.
- Enjoy as the latest REIT news are brought to your desktop all day long.
Join us for NAREIT's REITweek™ 2006
NAREIT's REITweek™ Investor Forum took place at the Waldorf Astoria in New York, June 6th through the 8th. In conjunction with NAREIT we are providing exclusive podcasts of all of the general sessions at this invitation-only conference. Widely regarded as the most important REIT conference of the year, REITweek™ always provides a wide range of topical and timely sessions focused on the REIT industry. This year's program was no different, and focused on global investment in REITs.
Join us as we podcast every moment of these timely and important sessions.
Click here to subscribe to REITweek through iTunes.
Left-click on any of the sessions below to listen to it in your browser, or right-click on it and save it to your computer.
Tuesday, June 6, 2006
Wednesday, June 7, 2006
Thursday, June 8, 2006
Click here to view press release.
Click here to listen to more than 70 individual company presentations on NAREIT's website.
REITnews:
REIT News Updated Throughout The Day
Visit REITcafe's REITnews page now to see the latest REIT and real estate news. Our news feeds from PRNewswire, Business Wire, Market Wire, and American City Business Journals are updated every five minutes, giving you the latest in industry and company news throughout the day.
If getting the latest REIT news is important to you, just make REITnews your home page and everytime you turn on your computer you'll have the latest news at your fingertips. So visit the REITnews page now, and see what's happening in your world.