Nareit's REIT Report Podcast
Episode 410: Nareit’s Mid-Year Outlook Highlights Strong REIT Operational Performance
Jul 11, 2024
John Worth, Nareit executive VP, discusses REIT operational performance in 2024 mid-year report. Despite stock market underperformance, REITs show high occupancy, positive NOI/FFO growth, and disciplined balance sheets. Analysis includes REIT trends, market convergence, active fund manager positions, and global return trends.
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Quick takeaways
- REITs show strong operational performance with high occupancy rates and disciplined balance sheets.
- Residential rates are favored by active REIT managers due to housing shortages, emphasizing strategic investments in emerging sectors like data centers and healthcare.
Deep dives
REITs navigating market challenges and opportunities
REITs are facing stock performance challenges compared to the broader market due to unmet expectations in monetary policy easing. However, operational performance remains strong, with high occupancy rates and positive growth. The focus on disciplined balance sheets provides operational flexibility amidst rising interest rates. Historically, the convergence of public and private real estate markets has been advantageous for REITs.
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