CRE’s mid-year earnings themes: Market insights across sectors and players

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CRE Exchange: Commercial Real Estate, Property Valuations, Real Estate Analytics and Property Tax

Altus Group

85 episodes

4 days ago

The CRE Exchange is your go-to podcast for all matters of commercial real estate. It hosts cutting-edge conversations with industry experts that offer CRE professionals timely insight into market behaviors and analysis to discover new opportunities and better manage risks and costs. We discuss Commercial Real Estate, Property Valuations, Real Estate Analytics, and Property Tax. Whether you buy or build, assist or advise, if you are a key stakeholder in the CRE space, this show is for you.

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CRE’s mid-year earnings themes: Market insights across sectors and players

CRE Exchange: Commercial Real Estate, Property Valuations, Real Estate Analytics and Property Tax

40 minutes 6 seconds

3 months ago

CRE’s mid-year earnings themes: Market insights across sectors and players

We’re deep into the Q2 2025 earnings season, and with most calls now behind us, it’s time to zoom out. In this episode, we recap key themes from REITs and explore takeaways from other players in CRE, including capital allocators, brokerages, and development firms. It’s a sector-spanning look at the market trends, investment signals, and opportunities influencing the second half of 2025.

Key Moments:

00:49 Q2 2025 earnings releases and general themes

01:31 Capital allocators: Banks vs. non-banks

08:37 Sector-specific insights: Retail, office, industrial, and multifamily

16:28 Niche sectors: Data centers, healthcare, hospitality, and self-storage

25:09 Brokerages and their holistic market views

28:32 Cross-sectional themes: Tariffs, build vs. buy, and consumer health

36:21 Overall sentiment and outlook for commercial real estate

38:06 Conclusion and upcoming reports

Resources Mentioned:

Email us: altusresearch@altusgroup.com

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#CRE #CommercialRealEstate #Property