Hoya Capital

Plymouth Industrial REIT (NYSE: PLYM) is a small-cap Industrial REIT with a portfolio of 158 properties comprising 35 million square feet. PLYM focuses on secondary markets within the “Golden Triangle” - seven markets in the Midwest and Southeast United States - with 80% roughly of its portfolio rented to tenants under triple-net leases.

Plymouth owns a roughly 50/50 mix of single-tenant and multi-tenant properties, with roughly 60% classified as “distribution” warehouses and the other 40% being small-bay industrial or light manufacturing.

CEO Jeffrey Witherell joins the Hoya Hotseat to discuss the evolution of PLYM since its 2017 IPO, its strategic focus on shorter lease terms, the benefits of the REIT structure, and the key tailwinds and challenges shaping the future of the industrial property sector.

Hoya Hotseat

Omega Healthcare Investors (NYSE: OHI) is the largest skilled nursing REIT, with a portfolio of 92,284 beds across 42 U.S. states and the UK. OHI specializes in providing long-term, triple-net lease financing to skilled nursing (70% of its portfolio) and senior housing operators (30% of its portfolio), leveraging demographic trends that drive demand for senior care.

President Matthew Gourmand joins the Hotseat to discuss OHI’s strategic vision, the evolution of its extensive portfolio, the advantages of the REIT structure in the healthcare sector, and the key industry tailwinds and challenges shaping the future of skilled nursing and senior housing investments.

Hoya Capital

Whitestone REIT (NYSE:WSR) is a small-cap retail REIT that owns and operates 55 open-air shopping centers. Its exclusive focus is on a handful of Sunbelt markets: Austin, Dallas, Houston, and Phoenix. Unlike its REIT peers, WSR invests primarily in smaller neighborhood and community centers rather than "big box" power centers, which results in a grocery-heavy and more e-commerce-resistant tenant mix.

COO Christine Mastandrea joins the Hotseat to discuss the evolution of WSR’s portfolio strategy, the advantages of investing in neighborhood retail centers, the resilience of the Sunbelt markets, and the broader trends shaping the retail REIT industry.

Hoya Capital

Howard Hughes Holdings (HHH) is one of the largest real estate developers in the United States, focused on large-scale master-planned community development. Initially spun out from General Growth Properties in 2010, HHH is among the largest landowners in the country with over 35k acres of developable land, on which it builds and manages a portfolio of commercial, residential, and mixed-use real estate properties across its five U.S. markets.

CEO David O'Reilly joins the Hotseat to discuss the backstory and evolution of Howard Hughes following its GGP spinoff, its unique self-funding business cycle, using proceeds from land and home sales to fund new developments, its adjacent portfolio of operating CRE assets, and the broader real estate outlook.

Hoya Capital

Infrastructure Capital Advisors, LLC (InfraCap) is an SEC-registered investment advisor based in New York City that manages a suite of ETFs and hedge funds. The firm primarily focuses on income-generating strategies by investing in sectors such as energy, real estate, transportation, industrials, and utilities.