Topics covered: Supply and Demand Dynamics, Self-Storage and Office REITs, REIT Growth Strategies, REIT Access to Capital, Pricing Power Outlook, Lodging, Favorable REIT Fundamentals, Correlation Between Macroeconomy and Real Estate, Consolidation Activity, Apartment
Companies covered: Dupont Fabros Technology, Inc. (NYSE:DFT), Boston Properties, Inc. (NYSE:BXP), EPR Properties (NYSE:EPR), American Campus Communities Inc (NYSE:ACC), First Potomac Realty Trust (NYSE:FPO), American Realty Capital Properties, Inc. (NASDAQ:ARCP), Walmart Inc. (NYSE:WMT), Realty Income Corporation (NYSE:O), Home Properties, Inc. (NYSE:HME), Vornado Realty Trust (NYSE:VNO), SL Green Realty Corporation (NYSE:SLG), Parkway Properties, Inc. (NYSE:PKY), Kilroy Realty Corporation (NYSE:KRC), Highwoods Properties, Inc. (NYSE:HIW), Duke Realty Corporation (NYSE:DRE), Cousins Properties Incorporated (NYSE:CUZ), W.P. Carey Inc. (NYSE:WPC), Sunstone Hotel Investors, Inc. (NYSE:SHO), LaSalle Hotel Properties (NYSE:LHO), Hersha Hospitality Trust (NYSE:HT), FelCor Lodging Trust Incorporated (NYSE:FCH), Diamondrock Hospitality Company (NYSE:DRH), Farmland Partners Inc. (NYSE:FPI)