Andrew T. Babin covers apartment REITs as well as student housing and manufactured housing REITs. Mr. Babin says that for apartment REITs, sentiment has been difficult for this year so far, and the main reason for that is new supply is overtaking demand, and the market needs time to absorb a lot of the new inventory. Mr. Babin is very positive on student housing. He says where the apartment REITs are having trouble deploying new capital, the student housing companies are still finding very good, accretive development opportunities relative to their cost of capital. He says manufactured housing is a very good business, primarily because capital expenditures are very low.
Full interview available here.
Interview Highlights: Benjamin Hartford of Robert W. Baird on Transportation & Logistics
August 03, 2016
Interview Highlights: David B. Rodgers of Robert W. Baird & Co. on Data Hosting Centers and Data Storage
September 20, 2016
Interview Highlights: Daniel Katzenberg of Robert W. Baird & Co. on Oil & Gas: Independent, Major Integrated, Exploration & Production
January 17, 2017
Interview Highlights: Bryce Rowe of Robert W. Baird & Co. on Pacific and Southwest Banks
January 30, 2017
Mall REITs and Strip Center REITs Outlook
July 31, 2009
