Knowledge from the Well: Wells Fargo's Real Estate Securities Conference Takeaways

Research evidence excerpt

Knowledge from the Well: Wells Fargo's Real Estate Securities Conference Takeaways

Equity Research

Industry Update — May 11, 2026

Real Estate

Knowledge from the Well: Wells Fargo's Real

Estate Securities Conference Takeaways

CRE Discussions, Panels & Debates with Those That Know;

Join Us in Charleston Again May 3-5, 2027

Our Call James Feldman

Wells Fargo's 29th Annual Real Estate Securities Conference in Charleston, SC was a great Equity Analyst | Wells Fargo Securities, LLC

James.Feldman@wellsfargo.com | 212-214-5328

success. Thank you to everyone that attended! Please save the date for our 30th Annual

Blaine Heck, CFAConference in Charleston May 3-5, 2027.

Equity Analyst | Wells Fargo Securities, LLC

Blaine.Heck@wellsfargo.com | 410-662-2556

Three Days To Check Out & Check In On Commercial Real Estate & REITs. Our unique John Kilichowski

format & location lets participants focus on the questions that matter without distraction Equity Analyst | Wells Fargo Securities, LLC

through social events, panels & meetings with REITs, private companies, industry John.Kilichowski@wellsfargo.com | 212-214-5311

contacts, the Wells Fargo Real Estate platform & each other. Panels covered M&A, Eric Luebchow, CFA

Activism & Strategic Capital Trends, Data Center Growth & Demand, Residential Housing Equity Analyst | Wells Fargo Securities, LLC

Legislation, & Senior Housing Fundamentals. Eric.Luebchow@wellsfargo.com | 312-630-2386

Cooper Clark

Fundamentals Improving with Lower Supply A Tailwind. Despite concerns over AI & jobs, Equity Analyst | Wells Fargo Securities, LLC Cooper.Clark@wellsfargo.com | 212-214-1146

oil & the consumer, migration trends & geopolitics, fundamentals are improving for many

Jason Belcherproperty types with meaningful declines in supply for most.