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[Podcast] Episode 5: The Apartment REIT Disconnect & Where the Next Housing Opportunity Lies

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Lightstone DIRECT Team
April 16, 2026
April 15, 2026
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Market Perspective

In this episode, John Pawlowski joins hosts Jonathan Spitz and Storm Murphy for a deep dive into one of today's most compelling market dislocations: apartment REITs trading below their net asset value.

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Drawing on his experience as a Managing Director at Green Street, John explains why public and private real estate are telling contradictory stories, how government-backed financing is skewing valuations, and what the wave of REIT privatizations signals for forward-looking capital allocation. The conversation takes a closer look at how investors should be interpreting NAV discounts and where opportunity exists today.

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Listen to the full discussion on your preferred streaming platform:

🎧 Spotify

🎧 Apple Podcasts

🎧 YouTube

Lightstone DIRECT Team
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