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In this episode of the Commercial Real Estate Podcast, hosts Aaron Cameron and Adam Powadiuk are at the RealREIT Conference and sit down with John Worth, EVP of Research and Investor Outreach at Nareit, to unpack how the $1.4 trillion U.S. REIT market is transforming global real estate investing. John explains why pure-play REITs outperform diversified portfolios, how innovation in sectors like data centers and healthcare is shaping the next era of institutional real estate, and what Canadian investors can learn from U.S. flexibility. 

The discussion dives into the effects of rising interest rates, the disconnect between valuations and performance, and how active governance and sustainability are creating competitive advantages. This is a masterclass in understanding how REIT specialization and strategy drive long-term growth across North America.

What you will learn:

John Worth is Executive Vice President of Research and Investor Outreach at Nareit, the representative voice for REITs and listed real estate in the United States. With a PhD in Economics, he leads a team of economists conducting research on the role of real estate in investment portfolios and tracking global REIT market trends.

The post The $1.4 Trillion Shift: Inside the REIT Revolution with John Worth, EVP of Research and Investor Outreach at Nareit appeared first on Commercial Real Estate Podcast.