ISI International Strategy & Investment

Real Estate

Steve Sakwa
Steve Sakwa

Senior Managing Director
REITs Analyst
Head of Real Estate Research
ISI’s Real Estate Team

L to R Back Row: Samir Khanal, Derek Bower,
Rich Hightower
L to R Front Row: Gwen Clark, Steve Sakwa,
Sandy Yun

Coverage Universe

ACC

AVB

BDN

BEE

BRX

BXP


CLI

CPT

CUBE

DCT

DDR

DEI


DRH

EGP

EQR

EQY

ESS

EXR


FRT

GGP

HCN

HCP

HME

HST


KIM

KRC

LH

MAC

OFC

PEB


PLD

PSA

REG

SHO

SKT

SLG


SPG

TCO

UDR

VNO

VTR

 


ISI’s Real Estate Research Team, headed by Steve Sakwa, who is ISI’s REIT’s Analyst, provides actionable investment ideas and proprietary research on the real estate industry and the nation's largest publicly traded real estate investment trusts (REITs).

Steve has been analyzing REITs since 1993 and provides investors with a differentiated view through extensive company analysis which incorporates company visits, management meetings, field trips, and discussions with private real estate owners and commercial brokers.

ISI focuses its real estate research effort on the largest REITs across several different sectors including multi-family, retail, office, industrial, self-storage, lodging, data centers and cell towers. As a result, the research is relevant for both US and international investors looking for insights into the US commercial real estate sector.