# REIT Advocate Reflects on Landmark 2001 Move to Include Sector in S&P Indices

Canonical page: https://sequoia-research.com/news/reit-advocate-reflects-on-landmark-2001-move-to-include-sector-in-s-p-indices-a49c5b99

Author: Sequoia Research
Published: 2026-10-16T22:42:51.188Z
Updated: 2026-10-16T23:17:12.698Z
Original source: [Nareit](https://www.reit.com/news/podcasts/reit-advocate-reflects-landmark-2001-move-include-sector-sp-indices)
Source published: 2026-10-01T14:21:22.000Z
Type: News
Topics: REITs

Nareit's REIT Report interviews former Bank of America Securities analyst Lee Schalop on the 25th anniversary of REIT admission to S&P indexes. Schalop recounts the joint advocacy by analysts, investors, executives and Nareit that preceded the 2001 policy change.

The discussion explores both technical barriers and investor perceptions that previously kept the sector outside major indexes. It also considers how inclusion broadened recognition of publicly traded real estate. The episode is a historical account of the sector's development, rather than a current index-rebalancing announcement.

[Read the original](https://www.reit.com/news/podcasts/reit-advocate-reflects-landmark-2001-move-include-sector-sp-indices)

## Research considerations

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- Which REIT or portfolio is covered, and what period does the announcement describe?
- How do the reported figures relate to debt, operating performance, distribution coverage, and liquidity?

This Sequoia Research summary was prepared with AI assistance from the credited source. It is not independent verification of the source’s claims. The original publisher retains authorship of its reporting; follow the source link for the complete article.

## About Sequoia Research

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