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

AMT

ARE

AVB

BDN

BEE


BRX

BXP

CLI

CPT

CUBE

DCT


DDR

DEI

DRH

DLR

EGP

EQR


EQY

ESS

EXR

FCE/A

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.