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What Do Higher Interest Rates Mean for REITs?

Sep 25, 2022

John Worth, the Executive Vice President for Research and Investor Outreach at Nareit, dives into the complex world of Real Estate Investment Trusts (REITs). He discusses how some REITs are performing well despite falling stock prices and the lingering effects of COVID on commercial real estate. Worth highlights the resilience of the sector amid rising interest rates and inflation. He also talks about the trend of private equity firms buying public REITs, shedding light on the ongoing mergers and acquisitions shaking up the industry.

20:21

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Episode guests

John Worth

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Episode notes

Intro

3min

Impact of COVID-19 on Real Estate: Lessons and Lasting Changes

4min

REITs in a Shifting Economy

6min

Mergers and Acquisitions in REITs

4min

Evolving Real Estate: Innovation and Investment

4min

Stock prices don’t always reflect business performance. That’s the case for many real estate investment trusts (where some occupancies are above pre-pandemic highs) but the effects of rising interest rates may be in its early innings.

John Worth is the executive vice president for research and investor outreach at the National Association of Real Estate Investment Trusts, or Nareit. Deidre Woollard and Matt Frankel caught up with Worth to talk about: - Strong REIT business performances and sliding stock prices - The lasting effects of COVID on commercial real estate - Why private equity firms are buying up public REITs

Companies mentioned: PLD, DRE

Hosts: Deidre Woollard, Matt Frankel Guest: John Worth Producer: Ricky Mulvey Engineers: Dan Boyd, Brandon Gentry

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