Matteo Colombo We recently attended the annual REITWeek conference, where we conducted 36 meetings with REIT CEOs and CFOs. We also attended four organized dinners, one property tour, and a run around Central Park with a REIT management team to maximize our time in New York City with REIT executives. The key themes were: 1) a gradual thawing of the transaction market with bid-ask spreads improving; 2) development projects remain difficult to pencil until construction and financing costs regress; and 3) a ge ...