Nick Joseph
Global Head of Real Estate at Citi Research and U.S. Real Estate and Lodging analyst, providing sector analysis and insights on REITs, development pipelines, AI impacts, and M&A trends.
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Mar 12, 2026 • 19min
Episode 69: The Reality of Real Estate
Nick Joseph, Global Head of Real Estate at Citi Research and U.S. real estate and lodging analyst, offers a concise take on sector dynamics. He discusses why REITs are outperforming, shifting development pipelines, AI’s influence on data centers and office demand, hotspots for stock-specific alpha, and evolving trends in hotels, malls and M&A activity.
