Green Street’s Michael Knott Says REITs Faring Well in 2026 Amid Market Cross Currents

About this episode

Michael Knott discusses the positive trends for REITs in 2026 amidst various market challenges.

Michael Knott, head of U.S. REIT research at Green Street, told the REIT Report podcast that REITs have enjoyed a number of tailwinds so far this year, including an AI-driven selloff across broader markets, lower interest rates, and strong access to debt capital. He described it as “a little bit of a nice comeback for the industry on a relative basis.” At the same time, Knott notes that these positive tailwinds are set against a cross current of a weaker outlook on the employment side. During...

People in this episode

Host: Nareit

Guest: Michael Knott

Topics covered

• REITs
• market trends
• economic outlook
• employment
• debt capital
• AI impact

Keywords

• REITs
• market cross currents
• AI-driven selloff
• interest rates
• debt capital
• employment outlook

Mentioned in this episode

Organizations: Green Street, Nareit

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