Net Lease REITs: Bull or Bear?
Date & Time
Thursday, April 4, 2019, 11:00 AM - 11:45 AM
Jason Kessler John Massocca Dan Lovitz Matt Partidge Amar Goli Daniel Donlan Donlan
Net Lease REITs have become an important property sector in which highly predictable rent checks are turned into highly sustainable dividends. External growth fueled by the favorable cost of capital has contributed to the sector’s significant performance. In this session, we will explore the primary triggers and trends that investors should watch in 2019.
  • Cost of capital
  • Operating efficiency and value
  • Sector consolidation
John Massocca, VP, Equity Research REITs - Ladenburg Thalmann & Co., Inc.
Daniel Donlan, Senior Vice President, Capital Markets - Essential Properties
Amar Goli, Managing Director - Sands Investment Group
Jason Kessler, Chief Investment Officer - ARCTRUST
Dan Lovitz, SVP, Acquisitions - VEREIT
Matt Partridge, CFO & COO - Hutton