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Chilton’s Matt Werner on Benefits of an Active REIT Strategy in Volatile Markets

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Manage episode 487054736 series 3455060
Content provided by Nareit. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nareit or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Matt Werner, managing director & senior portfolio manager at Chilton Capital Management, joined the latest episode of the Nareit REIT Report podcast to discuss why investing in an active REIT strategy today is attractive for a number of reasons.

Werner said tariff-induced volatility is a “perfect environment” for an active REIT strategy “because we're able to take advantage of things that we think are selling off more than they should or trimming things that maybe are outperforming our expectations.”

He added that across almost all property types, REITs are seeing “growing dividends at the same time as being on the cusp of accelerating earnings.” Valuations also look “pretty fair, especially relative to equities. They look extremely undervalued relative to the historical averages.”

  continue reading

458 episodes

Artwork
iconShare
 
Manage episode 487054736 series 3455060
Content provided by Nareit. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Nareit or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Matt Werner, managing director & senior portfolio manager at Chilton Capital Management, joined the latest episode of the Nareit REIT Report podcast to discuss why investing in an active REIT strategy today is attractive for a number of reasons.

Werner said tariff-induced volatility is a “perfect environment” for an active REIT strategy “because we're able to take advantage of things that we think are selling off more than they should or trimming things that maybe are outperforming our expectations.”

He added that across almost all property types, REITs are seeing “growing dividends at the same time as being on the cusp of accelerating earnings.” Valuations also look “pretty fair, especially relative to equities. They look extremely undervalued relative to the historical averages.”

  continue reading

458 episodes

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