Topics covered: Self-Storage and Office REITs, REIT Access to Capital, Pricing Power Outlook, Lodging, Consolidation Activity, Apartment, Acquisition and Financing Costs
Companies covered: Pennsylvania Real Estate Investment Trust (NYSE:PEI), Alexandria Real Estate Equities, Inc. (NYSE:ARE), Walter Investment Management Corp. (NYSE:WAC), Redwood Trust, Inc. (NYSE:RWT), Ocwen Financial Corporation (NYSE:OCN), Nationstar Mortgage Holdings Inc. (NYSE:NSM), Sunstone Hotel Investors, Inc. (NYSE:SHO), Marriott International (NASDAQ:MAR), LaSalle Hotel Properties (NYSE:LHO), Hersha Hospitality Trust (NYSE:HT), Host Hotels & Resorts, Inc. (NYSE:HST), FelCor Lodging Trust Incorporated (NYSE:FCH), Diamondrock Hospitality Company (NYSE:DRH), Blackstone Inc. (NYSE:BX), American International Group, Inc. (NYSE:AIG), American Realty Capital Properties, Inc. (NASDAQ:ARCP), Walgreen Co., Realty Income Corporation (NYSE:O), Home Properties, Inc. (NYSE:HME), Equity Residential (NYSE:EQR), AvalonBay Communities, Inc. (NYSE:AVB), Wyndham Worldwide Corp (NYSE:WYN), Starwood Hotels & Resorts Worldwide, Inc. (NYSE:HOT), Choice Hotels International, Inc. (NYSE:CHH), Strategic Hotels & Resorts Inc (NYSE:BEE)