Major US REITs Share Insights on Multifamily, Retail, and Healthcare Sectors at Citi's 2026 Global Property CEO Conference

March 2, 2026: The Citi 2026 Global Property CEO Conference is underway in Hollywood, Florida, featuring presentations from major U.S. Real Estate Investment Trusts across multiple sectors. Today's sessions include key players in the retail, healthcare, and multifamily spaces, offering insights into current market conditions and future outlooks .

Retail Sector Focus

Regency Centers Corporation (Nasdaq: REG) presented this morning from 8:50 AM to 9:25 AM Eastern Time. As a preeminent national owner, operator, and developer of shopping centers located in suburban trade areas, Regency's portfolio comprises 391 shopping centers with approximately 4.3 million square meters of gross surface area, valued at USD 11.7 billion . The company's presentation likely addressed trends in grocery-anchored retail, tenant demand, and the resilience of well-located centers amid evolving consumer preferences.

The Macerich Company (NYSE: MAC) is scheduled for a roundtable presentation at 2:55 PM Eastern Time, featuring President and CEO Jack Hsieh and Senior EVP and CFO Dan Swanstrom . Macerich owns 39 million square feet of real estate, primarily consisting of interests in 38 retail centers concentrated in California, the Pacific Northwest, Phoenix/Scottsdale, and the Metro New York to Washington, D.C. corridor . The company's presentation will likely cover trends in high-quality retail real estate and portfolio performance in densely populated markets.

Healthcare and Seniors Housing

Welltower Inc. (NYSE: WELL), an S&P 500 company focused on the silver economy, will present on Tuesday, March 3, from 1:30 PM to 2:05 PM Eastern Time . Welltower's portfolio spans over 2,500 seniors housing and wellness communities across the United States, United Kingdom, and Canada, positioning it at the intersection of housing and hospitality . The company, which views itself as "an operating company in a real estate wrapper," will likely discuss trends in aging demographics, healthcare real estate demand, and operational performance driven by its data science platform .

Multifamily Sector Update

Camden Property Trust (NYSE: CPT) announced its participation with a roundtable discussion scheduled for Tuesday, March 3, at 1:30 PM Eastern Time . The company also provided a first quarter 2026 operating update, indicating that performance to date is in line with guidance provided in early February following its fourth quarter 2025 earnings release . Camden owns and operates 171 properties containing 58,254 apartment homes across the United States, with three additional properties under development . The presentation will likely address multifamily fundamentals, supply-demand dynamics, and rental trends across key markets.

Office Sector Representation

BXP, Inc. (NYSE: BXP), the largest publicly traded developer, owner, and manager of premier workplaces in the United States, presented today at approximately 4:20 PM Eastern Time . With a portfolio of 52.6 million square feet across 179 properties in six gateway markets (Boston, Los Angeles, New York, San Francisco, Seattle, and Washington, DC), BXP's executives discussed the current operating environment, trends, strategies, and development activities .

Douglas Emmett, Inc. (NYSE: DEI), a fully integrated REIT focused on office and multifamily properties in Los Angeles and Honolulu, will present on Tuesday, March 3, at 10:15 AM Eastern Time . The company specializes in owning and acquiring top-tier office properties and premier multifamily communities in supply-constrained coastal submarkets with high-end executive housing and key lifestyle amenities .

Accessing Conference Insights

Investors seeking real-time market sentiment can access live webcasts and replays through individual company investor relations websites. Most presentations will be available for replay for up to one year following the conference, providing valuable reference material for tracking executive commentary on sector trends .

The conference comes at a pivotal time for commercial real estate, with multifamily facing supply absorption challenges, retail demonstrating resilience with limited new supply, healthcare real estate benefiting from demographic tailwinds, and office markets continuing to recover with performance varying greatly between newer prime and older secondary space.