From REIT Reports to AI Playbooks: A Full-Circle Moment
From spreadsheets to strategy: a REIT alum returns with new questions
In 2008, I was a REIT equity research associate—buried in Excel, listening to earnings calls, and walking the halls of NAREIT conferences in a suit two sizes too big.
Fifteen years later, I’m back—with a different seat, a different lens, and a lot more questions.
Big thanks to Sarah Borchersen-Keto and the NAREIT team for having me on the REIT Report podcast. This was a full-circle moment. I joined them for the first in a three-part miniseries exploring how artificial intelligence intersects with the REIT sector.
We talked about:
Why “do more with less” is more than a cliché—it’s the operating mandate
How middle managers are the key to AI adoption
And why tech shouldn’t be treated as a threat, but as a tool—one that augments human decision-making, not replaces it
This conversation is for anyone leading a real estate platform, asking: Where does AI actually add value—and how do we bring our people along in that process?
Appreciate the chance to connect past and present in a way that feels like alignment, not nostalgia. Excited for parts two and three.