Fundamental Research
Real Estate
L to R Back Row: Sandy Yun, Steve Sakwa,
George Auerbach
L to R Front Row: Samit Parikh,
Seth Laughlin, Gwen Clark
Coverage Universe
ACC
AMT
ARE
AVB
BDN
BPO
BRE
BXP
CLI
CPT
DCT
DDR
DEI
DLR
EQR
EQY
ESS
EXR
FCE/A
FRT
GGP
HME
KIM
KRC
MAC
OFC
PLD
PSA
REG
SKT
SLG
SPG
TCO
UDR
VNO
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, and self-storage. As a result, the research is relevant for both US and international investors looking for insights into the US commercial real estate sector.