JPMorgan Chase & Co, Cohen & Steers Capital Management, and Bloomberg at REITWORLD: Nareit Virtual Conference - Spotlight Session Transcript
Hi, and welcome to REITworld and the spotlight session on the outlook for REITs and the economy. I'm Lindsay Dutch, a REIT equity analyst with Bloomberg Intelligence, and I'm excited to moderate this panel. With me today, I have Laurel Durkay, SVP Portfolio Manager with Cohen and Steers; Mark Streeter, Managing Director at JPMorgan; and Calvin Schnure, NAREIT's Senior Economist.
Questions & Answers
Calvin, let's start with you. Maybe you can discuss the macroeconomic backdrop for us and provide some perspective on what happened in the third quarter and what you're expecting for economic growth as we head into 2021 and how the timing of the vaccine may impact that outlook.
Sure. Thanks, Lindsay. You look at what happened over the past 6 months and how we got where we are, it actually gives us quite a
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