Vikram Malhotra

Vikram has provided differentiated research during the last 12 months, using a holistic approach combining macro, micro and primary analysis. Several thought pieces and deep-dives using fundamental and macro data in Industrial, Healthcare and Office, enabled him to make some key out-of-consensus calls including a) taking a negative stance on Industrials the last 12 months, b) a positive view on Seniors Housing vs negative stance on Skilled Nursing, and c) a constructive view on Data Centers. He has combined his research with unique corporate / expert access including a) key tenants / stakeholders such as Conagra (Cold Storage), brokers (Data Centers) and 3PLs (Industrials), b) access to Life Sciences experts, and c) several property tours. Finally, his Industrial 4Q follow-up corporate access events, Data Center Conference and Weekly SNF Series has been a differentiator and well received by clients.

• Annual Mizuho REIT Conference

• Data Center Expert Series – Brokers, Ex-Hyperscaler execs

• Cold Storage expert events – Conagra & private company

• Perspectives From Private Healthcare Investment Firm

Vikram joined Mizuho in November 2021 as a senior analyst based in New York, co-heading the REIT teamPrior to Mizuho, Vikram worked at Morgan Stanley where he led coverage of various REIT sub-sectors including Healthcare, Office, Industrial. Triple Nets and Brokers. His 18+ year sell-side career includes coverage of Industrials and IT and Business Services. Prior to Morgan Stanley, he worked for 4 years as an appraiser and consultant at Colliers and Jones Lang LaSalle (global real estate brokerage firms). He holds a B.S. in Industrial Management from Purdue University and MBA from the University of Michigan (Ross)