Mike Kirby was featured at a recent NYU industry conference. In a ~15-minute interview, he shared his views on timing inflection points, Green Street’s contrarian view on valuation, and the outlook for malls. Mike expressed his disappointment in REIT corporate governance practices, and his perspective on index funds in the REIT market. Taking questions, Mike affirmed Green Street’s confidence in the signaling power of the public market in the face of increasingly passive ownership of publicly-traded real estate.