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.

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.