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.

The podcast discusses Apple's iPhone sales plunging by 24% in China, Blackstone's investment plans, innovation in real estate with REITs, labor shortages in the US, cyber risks, market trends post Fed cut, and AI-powered learning management systems for corporate training.