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Goldman Sachs

May 28, 2026

REITs June 2026 Question Book

Market ReportReal EstateReal Estate

A comprehensive question guide for 26 REIT management teams ahead of the June 2026 NAREIT meeting, covering multiple property sectors.

Key Takeaways

  • 1.The report serves as a detailed question guide for investors to prepare for NAREIT management meetings with 26 different REIT companies.
  • 2.Focus sectors include industrial, retail, office, residential, healthcare, cold storage, self-storage, and net lease (including gaming and ground lease).
  • 3.Management questions center on current operational metrics, specifically occupancy recovery, pricing realization (ECRI strategies), and development pipelines.

Table of Contents

  • Cold Storage REITs
  • Industrial REITs
  • Self Storage REITs
  • Retail REITs
  • Office REITs
  • Net Lease REITs, including Gaming and Ground Leases
  • Residential REITs
  • Healthcare REITs
  • Price Targets and Risks
  • Disclosure Appendix

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