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CRE Exchange: Commercial Real Estate, Property Valuations, Real Estate Analytics and Property Tax
Altus Group
89 episodes
3 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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All content for CRE Exchange: Commercial Real Estate, Property Valuations, Real Estate Analytics and Property Tax is the property of Altus Group and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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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Investing
Business
Episodes (20/89)
CRE Exchange: Commercial Real Estate, Property Valuations, Real Estate Analytics and Property Tax
Multifamily myth busting, data, and what actually matters

The biggest risk in multifamily right now isn’t oversupply, it’s misunderstanding the data. Jay Parsons joins CRE Exchange to discuss where public housing datasets fall short, why headline narratives around supply, rents, and defaults spread so quickly, and how investors should interpret conflicting signals as the market moves into its next phase.

 


Key moments


01:09 Jay Parsons' background and career

02:26 Evolving perspectives in rental housing

05:17 Supply and demand dynamics in multifamily housing

08:40 Demographic trends and housing preferences

11:36 Cost pressures and operational challenges

15:09 Interest rates and multifamily market impact

20:22 Affordability and nuances in rental housing

23:27 Historical context of housing affordability

25:00 Potential solutions to housing affordability

26:14 The role of GSEs in the housing market

28:51 Public vs. private data in housing

37:00 Misconceptions and myths in housing

40:50 Challenges in data collection and market segments

 


Resources mentioned


Jay Parsons: https://jayparsons.com/

The Rent Roll: https://podcasts.apple.com/us/podcast/the-rent-roll-with-jay-parsons/id1770512765


Email us: altusresearch@altusgroup.com





Thanks for listening to the “CRE Exchange” podcast, powered by Altus Group. If you enjoyed this episode, please leave a review to help get the word out about the show. And be sure to subscribe so you never miss another insightful conversation.





#CRE #CommercialRealEstate #Property




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3 weeks ago
44 minutes 11 seconds

CRE Exchange: Commercial Real Estate, Property Valuations, Real Estate Analytics and Property Tax
What's driving demand for alternative CRE sectors in 2026

Newmark’s President of Capital Markets, North America, Chad Lavender, breaks down the sector-by-sector changes that are redefining today’s capital markets. From the surge in data center demand to senior housing’s NOI outperformance and the resurgence of banks in lending, Chad share a well-defined read on where CRE capital is actually flowing, and why it matters heading into 2026.

 


Key Moments:


01:34 Chad Lavender's career journey

05:08 Overview of Newmark Capital Markets

07:35 Current trends in US CRE capital markets

16:40 Deep dive into alternative sectors

20:26 Healthcare and senior housing insights

25:19 Data centers and life sciences

31:39 Medical office, SFR, and BTR

36:35 Alternatives on the move and market structures

 


Resources Mentioned:


Chad Lavender: https://www.linkedin.com/in/chad-lavender-03551bb/

Newmark: https://www.nmrk.com/services/investor-solutions/capital-markets


Email us: altusresearch@altusgroup.com





Thanks for listening to the “CRE Exchange” podcast, powered by Altus Group. If you enjoyed this episode, please leave a review to help get the word out about the show. And be sure to subscribe so you never miss another insightful conversation.





#CRE #CommercialRealEstate #Property



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1 month ago
41 minutes 3 seconds

CRE Exchange: Commercial Real Estate, Property Valuations, Real Estate Analytics and Property Tax
The CRE picture sharpens as delayed government data lands

The latest wave of delayed government data is finally in, and it’s helping the CRE community reestablish a clearer view of the economy heading into 2026. Join Omar and Cole as they interpret new banking, retail, PPI, and sentiment indicators, translating them into implications for capital availability, demand, and development pipelines.


 

Key Moments:


01:12 Quarterly Banking Profile insights

05:49 Commercial real estate lending trends

10:36 Retail sales and economic indicators

13:02 Producer Price Index analysis

15:07 Federal Reserve's Beige Book highlights

22:42 Consumer Confidence and GDP Nowcast

28:11 Upcoming data releases and final thoughts

 


Resources Mentioned:


FDIC Quarterly Banking Profile - https://www.fdic.gov/quarterly-banking-profile

US Bureau of Labor and Statistics Producer Price Index - https://www.bls.gov/pPI/

US Census Bureau Advance Retail Trade Report - https://www.census.gov/retail/sales.html

Federal Reserve Beige Book - https://www.federalreserve.gov/monetarypolicy/publications/beige-book-default.htm

The Conference Board US Consumer Confidence Index - https://www.conference-board.org/topics/consumer-confidence/index.cfm

GDP Now - https://www.atlantafed.org/cqer/research/gdpnow

US Commercial Real Estate Transaction Analysis – Q3 2025 - https://www.altusgroup.com/insights/us-commercial-real-estate-transaction-analysis-q3-2025


Email us: altusresearch@altusgroup.com






Thanks for listening to the “CRE Exchange” podcast, powered by Altus Group. If you enjoyed this episode, please leave a review to help get the word out about the show. And be sure to subscribe so you never miss another insightful conversation.





#CRE #CommercialRealEstate #Property






 

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1 month ago
30 minutes 22 seconds

CRE Exchange: Commercial Real Estate, Property Valuations, Real Estate Analytics and Property Tax
Q3 surprise: Confirmations of a CRE turnaround?

Our hosts, Omar Eltorai and Cole Perry, unpack an unexpectedly strong Q3 2025, one that defied seasonal norms and signaled potential momentum building across US commercial real estate. They break down what drove transaction growth, why large deals may have returned, and how pricing trends varied across sectors and major metros. Tune into this data-rich recap for valuable context heading into year-end.



Key Moments:


00:50 Overview of Q3 2025 and market environment

01:28 Macroeconomic trends and Federal Reserve actions

04:44 Credit and equity market performance

09:13 US CRE investment and transaction market in Q3

11:54 Detailed analysis of CRE pricing and pacing trends

20:20 Geographic differences in CRE market performance

25:46 Surprising trends and insights from Q3 data



Resources Mentioned:


Q3 2025 US CRE Investment and Transactions Quarterly report - https://www.altusgroup.com/featured-insights/cre-transactions/


Email us: altusresearch@altusgroup.com






Thanks for listening to the “CRE Exchange” podcast, powered by Altus Group. If you enjoyed this episode, please leave a review to help get the word out about the show. And be sure to subscribe so you never miss another insightful conversation.





#CRE #CommercialRealEstate #Property





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1 month ago
36 minutes 14 seconds

CRE Exchange: Commercial Real Estate, Property Valuations, Real Estate Analytics and Property Tax
Q3 CRE earnings: Trends across lenders, REITs and brokers

Every quarter, we dig into dozens of CRE earnings calls, tuning in, reading the releases, and looking for what really stands out. This time, we’re taking a different approach. Instead of focusing on individual companies, we’re pulling out the biggest themes across lenders, REITs, and brokers, from credit thawing to where capital is flowing next in 2026.


Key Moments:


01:51 Lenders' insights and trends

06:41 Retail REIT earnings highlights

11:51 Office sector analysis

18:18 Industrial sector developments

26:30 Multifamily sector review

31:15 Brokerages and asset managers outlook

41:13 Overarching takeaways


Resources Mentioned:


Email us: altusresearch@altusgroup.com





Thanks for listening to the “CRE Exchange” podcast, powered by Altus Group. If you enjoyed this episode, please leave a review to help get the word out about the show. And be sure to subscribe so you never miss another insightful conversation.





#CRE #CommercialRealEstate #Property




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2 months ago
44 minutes 51 seconds

CRE Exchange: Commercial Real Estate, Property Valuations, Real Estate Analytics and Property Tax
Never bet against New York City: Bob Knakal talks markets, policy, and opportunity

Legendary New York broker Bob Knakal shares lessons from more than four decades shaping the city’s investment landscape. He discusses the founding of Massey Knakal, the power of specialization, and how zoning and policy continue to define opportunity. Knakal also explains why he’s integrating AI and data analysis into his brokerage, and why, despite political headwinds, he still believes you should never bet against New York.

 



Key Moments:


01:01 Meet Bob Knakal

03:24 The early days of Massey Knakal

04:50 Lessons learned and keys to success

08:14 The importance of market expertise

11:26 Founding BK Real Estate Advisors

13:14 Specialization and market changes

17:37 AI and technology in real estate

24:15 The unique challenges of the New York market

26:20 Current market cycles and trends

29:57 Impact of political changes on housing

32:42 Proposed solutions for housing issues

38:35 Future of New York real estate

 


Resources Mentioned:


Bob Knakal - https://www.linkedin.com/in/bobknakal/

BKREA - https://www.bkrea.com/

485-x Program - https://www.nyc.gov/site/hpd/services-and-information/tax-incentives-485-x.page

Major Capital Improvement program - https://www.nyc.gov/site/finance/property/landlords-mci.page

Individual Apartment Improvement program - https://hcr.ny.gov/apartment-iai-and-building-mci-improvements

Email us: altusresearch@altusgroup.com





Thanks for listening to the “CRE Exchange” podcast, powered by Altus Group. If you enjoyed this episode, please leave a review to help get the word out about the show. And be sure to subscribe so you never miss another insightful conversation.





#CRE #CommercialRealEstate #Property



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2 months ago
44 minutes 32 seconds

CRE Exchange: Commercial Real Estate, Property Valuations, Real Estate Analytics and Property Tax
Hello uncertainty, my old friend, we're back to cautious optimism again

What if the economy could sing? The CRE Exchange team explores what the Fed’s Beige Book, homebuilder sentiment, and recent banking data reveal about the broader economy, and how those trends ripple through commercial real estate. Our hosts, Omar Eltorai and Cole Perry, then turn to Peter Norman, Altus Group’s VP and Economic Strategist, for a deep dive into Canadian economic and CRE trends.

 


Key Moments:


  • 01:34 Diving into the Fed Beige Book
  • 02:21 Labor market and employment trends
  • 03:30 Consumer spending and manufacturing Insights
  • 07:25 Home Builder Confidence Index
  • 10:43 Large Bank Credit Card and Mortgage Report
  • 13:57 Manufacturing Business Outlook Survey
  • 16:31 Non-Manufacturing Business Outlook Survey
  • 20:52 Canadian CRE trends with Peter Norman
  • 43:19 Upcoming events



Resources Mentioned:

Peter Norman – https://www.linkedin.com/in/peter-norman-20637043/

2025 Canada State of the Market webinar – https://www.altusgroup.com/webinars/canada-state-of-the-market/

Federal Reserve Beige Book - https://www.federalreserve.gov/monetarypolicy/publications/beige-book-default.htm

NAHB/Wells Fargo Housing Market Index - https://www.nahb.org/news-and-economics/housing-economics/indices/housing-market-index

ISM Manufacturing PMI - https://www.ismworld.org/supply-management-news-and-reports/reports/ism-pmi-reports/pmi/september/

Philadelphia Fed Large Bank Credit Card and Mortgage Data - https://www.philadelphiafed.org/surveys-and-data/large-bank-credit-card-and-mortgage-data

Philadelphia Fed Manufacturing Business Outlook Survey - https://www.philadelphiafed.org/surveys-and-data/regionaleconomy/manufacturing/business-outlook-survey

Philadelphia Fed Nonmanufacturing Business Outlook Survey - https://www.philadelphiafed.org/surveys-and-data/regionaleconomy/nonmanufacturing/business-outlook-survey


Email us: altusresearch@altusgroup.com





Thanks for listening to the “CRE Exchange” podcast, powered by Altus Group. If you enjoyed this episode, please leave a review to help get the word out about the show. And be sure to subscribe so you never miss another insightful conversation.




#CRE #CommercialRealEstate #Property



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2 months ago
45 minutes 34 seconds

CRE Exchange: Commercial Real Estate, Property Valuations, Real Estate Analytics and Property Tax
Tracking the economy and CRE through a government data blackout

Even with the federal data slowdown, there are still alternative indicators that give us a view into what’s happening in the US economy and commercial real estate. In this episode, our hosts, Omar Eltorai and Cole Perry, lean on data from private providers and trade organizations to uncover what’s happening across consumers, small businesses, labor, and financial markets and what it all means for CRE. They’re joined by Andrew Pabon from Altus Group’s Valuation Advisory team to share insights on the CRE debt space.

 


Key Moments:


01:31 Labor market indicators

05:35 Consumer data insights

13:21 Financial market conditions and business data

17:01 Small business economic trends

20:51 CRE credit trends and debt market insights

28:41 Interview with Andrew Pabon on the US CRE debt landscape

41:24 Upcoming economic data releases

 



Resources Mentioned:


Andrew Pabon - https://www.linkedin.com/in/andrew-pabon-15a6976/

Altus Group CRE Debt Capital Markets Survey - https://www.altusgroup.com/featured-insights/cre-debt-capital-markets-survey-registration/

Alternative version of Kansas City Fed’s Labor Market Conditions Indicators (LMCI) - https://www.kansascityfed.org/research/economic-bulletin/an-alternative-version-of-the-kc-fed-lmci-suggests-little-change-in-the-labor-market-in-september/

University of Michigan Consumer Sentiment Index - https://www.sca.isr.umich.edu/

Federal Reserve G.19 Consumer Credit Report - https://www.federalreserve.gov/Releases/g19/current/

New York Fed Survey of Consumer Expectations - https://www.newyorkfed.org/microeconomics/sce#/

Chicago Fed's National Financial Conditions Index - https://www.chicagofed.org/research/data/nfci/current-data

NFIB Small Business Economic Trends report - https://www.nfib-sbet.org/MainPage.html

Email us: altusresearch@altusgroup.com





Thanks for listening to the “CRE Exchange” podcast, powered by Altus Group. If you enjoyed this episode, please leave a review to help get the word out about the show. And be sure to subscribe so you never miss another insightful conversation.




#CRE #CommercialRealEstate #Property


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2 months ago
43 minutes 19 seconds

CRE Exchange: Commercial Real Estate, Property Valuations, Real Estate Analytics and Property Tax
Why “hometown” markets are delivering real returns in retail

Retail’s comeback isn’t new news, but its investment potential is still underestimated. In this episode, RockStep Capital’s President, Andy Weiner, joins Omar Eltorai and Cole Perry to shed light on why the most rational capital in CRE is rotating toward shopping centers and “hometown” markets.

From positive leverage dynamics to the structural limits on new supply, Andy explains how disciplined operators are capturing double-digit yields while strengthening the communities they invest in. For investors, developers, and lenders, it’s a revealing look at where the next durable returns may come from.

 


Key Moments:


01:34 Meet Andy Wiener of Rock Step Capital

03:38 The birth of Rock Step Capital

05:21 Retail strategy and store metrics

07:29 Improving communities through retail

10:39 The Rock Steps: Company culture and values

16:51 Evolution of Rock Step Capital

20:52 Hometown focus and investment strategy

22:21 Community involvement and local partnerships

24:55 Investment strategies and fund structure

27:00 Retail Renaissance and e-commerce integration

30:24 Supply and demand dynamics in retail

41:38 Public-private partnerships and redevelopment

45:37 Exit strategies and market insights

46:44 Chick-fil-A fandom and personal insights

 


Resources Mentioned:


Andy Weiner - https://www.linkedin.com/in/andy-weiner/

RockStep Capital - https://rockstep.com/

The RockStep way - https://rockstep.com/company/rockstep-way

Email us: altusresearch@altusgroup.com



Thanks for listening to the “CRE Exchange” podcast, powered by Altus Group. If you enjoyed this episode, please leave a review to help get the word out about the show. And be sure to subscribe so you never miss another insightful conversation.




#CRE #CommercialRealEstate #Property





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3 months ago
50 minutes 45 seconds

CRE Exchange: Commercial Real Estate, Property Valuations, Real Estate Analytics and Property Tax
From jobs to housing to the human edge in CRE

From a 20.5% surge in new home sales and persistent affordability challenges in the existing market, to rising inflation, consumer sentiment drops, and labor market paradoxes, our hosts Omar Eltorai and Cole Perry explore how these factors are influencing CRE demand and investment strategy.


Also, special guest Dan Kudrik, Senior Director at Altus, adds his perspective on the human edge in real estate, and highlights how valuation, residual values, and transparency are evolving in the US market.


Key moments

  • 01:19 Latest Housing Market Data
  • 06:29 Consumer spending and inflation insights
  • 15:07 GDP and corporate profits analysis
  • 18:47 Labor market trends
  • 21:59 Special Guest: Dan Kudrik on human capital, valuations, and residual values


Resources mentioned

  • New Home Sales: https://www.census.gov/construction/nrs/index.html
  • Existing home sales: https://www.nar.realtor/research-and-statistics/housing-statistics/existing-home-sales
  • PCE: https://www.bea.gov/data/personal-consumption-expenditures-price-index
  • GDP: https://www.bea.gov/data/gdp/gross-domestic-product
  • University of Michigan’s Consumer Sentiment Index: https://www.sca.isr.umich.edu/
  • JOLTS: https://www.bls.gov/jlt/
  • Dan Kudrik: https://www.linkedin.com/in/danielkudrik/
  • Email us: altusresearch@altusgroup.com



Thanks for listening to the “CRE Exchange” podcast, powered by Altus Group. If you enjoyed this episode, please leave a review to help get the word out about the show. And be sure to subscribe so you never miss another insightful conversation.




#CRE #CommercialRealEstate #Property

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3 months ago
42 minutes 37 seconds

CRE Exchange: Commercial Real Estate, Property Valuations, Real Estate Analytics and Property Tax
From outdated to advanced: The rise of modern industrial development

Industrial real estate is transforming, and fast. Aasif Bade, founder and CEO of Ambrose, shares his journey, his firm’s conviction for modern warehouses, and why staying ahead of technology and global supply chain shifts is crucial. From outdated infrastructure to AI-driven innovation, Bade highlights what investors and developers need to know to navigate the industrial sector’s next chapter.


Key Moments:


01:21 Guest introduction: Aasif Bade

01:54 Founding Ambrose: A journey

04:53 People-first philosophy

05:49 Ambrose's core investment strategy

07:55 Pivot to industrial focus

10:39 Fundraising and investor insights

15:35 Current industrial market trends and challenges

29:24 Technological advancements in warehousing

32:25 Future trends and reshoring


Resources Mentioned:



Ambrose: https://ambrosepg.com/

Aasif Bade: https://www.linkedin.com/in/aasif-bade-a3b1851a4/

Email us: altusresearch@altusgroup.com





Thanks for listening to the “CRE Exchange” podcast, powered by Altus Group. If you enjoyed this episode, please leave a review to help get the word out about the show. And be sure to subscribe so you never miss another insightful conversation.




#CRE #CommercialRealEstate #Property


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3 months ago
36 minutes 36 seconds

CRE Exchange: Commercial Real Estate, Property Valuations, Real Estate Analytics and Property Tax
Inflation pressures, labor gaps, and CRE market signals

Inflation is running above the Fed’s 2% target, labor quality remains a top concern for small businesses, and consumer credit growth is sending mixed signals. Together, these forces are framing the near-term outlook for CRE, from leasing demand to borrowing costs. In this episode, Omar and Cole analyze the NFIB small business survey, break down the latest CPI and PPI readings, and examine consumer credit data alongside sentiment trends to provide a clearer picture of the current market signals.



Key Moments:


01:23 NFIB Small Business Optimism Index recap

04:22 Inflation data: PPI and CPI insights

07:35 Consumer Credit and sentiment analysis

13:45 Upcoming Fed decision and market expectations

18:19 Conference highlights and networking

20:49 Upcoming events and data releases

 


Resources Mentioned:


NFIB Small Business Optimism Index: https://www.nfib.com/news/monthly_report/sbet/

Product Price Index: https://www.bls.gov/pPI/

Consumer Price Index: https://www.bls.gov/cpi/

Consumer credit – G.19 report: https://www.federalreserve.gov/Releases/g19/current/

Email us: altusresearch@altusgroup.com




Thanks for listening to the “CRE Exchange” podcast, powered by Altus Group. If you enjoyed this episode, please leave a review to help get the word out about the show. And be sure to subscribe so you never miss another insightful conversation.




#CRE #CommercialRealEstate #Property


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3 months ago
23 minutes 8 seconds

CRE Exchange: Commercial Real Estate, Property Valuations, Real Estate Analytics and Property Tax
Cooling jobs, rising costs, and where CRE sectors are still winning

The Beige Book signals an economy under pressure, with slowing growth, rising costs, and cooling labor markets weighing on CRE. In this episode of CRE Exchange, Cole Perry and Omar Eltorai break down where challenges are mounting and where opportunities remain.


They spotlight resilient sectors like data centers, industrial, and high-quality office, alongside the surprising momentum of unanchored strip centers. The discussion closes with a look at key upcoming economic data and what it could mean for investment strategies.



Key Moments:


01:14 Federal Reserve Beige Book insights

07:40 Labor market data analysis

11:19 Employment Situation Report breakdown

16:20 Deep dive into strip center data

20:30 Upcoming conferences and data releases



Resources Mentioned:



Beige Book: https://www.federalreserve.gov/monetarypolicy/publications/beige-book-default.htm

Job Openings and Labor Turnover (JOLTS): https://www.bls.gov/jlt/

ADP National Employment Report: https://mediacenter.adp.com/2025-09-04-ADP-National-Employment-Report-Private-Sector-Employment-Increased-by-54,000-Jobs-in-August-Annual-Pay-was-Up-4-4

Employment Situation Report: https://www.bls.gov/news.release/empsit.nr0.htm

Email us: altusresearch@altusgroup.com




Thanks for listening to the “CRE Exchange” podcast, powered by Altus Group. If you enjoyed this episode, please leave a review to help get the word out about the show. And be sure to subscribe so you never miss another insightful conversation.




#CRE #CommercialRealEstate #Property


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4 months ago
22 minutes 59 seconds

CRE Exchange: Commercial Real Estate, Property Valuations, Real Estate Analytics and Property Tax
Bank resilience, consumer pessimism, multifamily momentum & more

The latest FDIC banking profile shows resilience in CRE lending even as past-due rates improve, but consumer confidence is slipping, with inflation and job concerns weighing heavily on sentiment. At the same time, multifamily continues to absorb demand while single-family sales stall under high mortgage rates. In this episode of CRE Exchange, we connect these dots alongside fresh GDP revisions, construction spending shifts, and private market price trends. Tune in to uncover what these signals mean for CRE financing, sector strategies, and where opportunities may emerge next.

 


Key Moments:


01:13 FDIC Quarterly Banking Profile insights

05:28 Consumer confidence and sentiment analysis

08:35 Personal income and spending trends

11:30 New home sales and housing market update

13:55 GDP growth and economic indicators

16:34 Construction spending and sector analysis

19:54 Capital markets and investment trends

24:28 Non-listed CRE space and pricing trends

28:03 Upcoming events and announcements



Resources Mentioned:



FDIC Quarterly Banking Profile: https://www.fdic.gov/quarterly-banking-profile/quarterly-banking-profile-q2-2025

SLOOS: https://www.federalreserve.gov/data/sloos.htm

Q2 2025 US CRE Investment and Transaction Quarterly report

  • National transaction activity: https://www.altusgroup.com/featured-insights/cre-transactions/
  • Pricing and pacing: https://www.altusgroup.com/featured-insights/cre-transactions/pricing-pacing/
  • Property sectors: https://www.altusgroup.com/featured-insights/cre-transactions/property-sectors/

Email us: altusresearch@altusgroup.com




Thanks for listening to the “CRE Exchange” podcast, powered by Altus Group. If you enjoyed this episode, please leave a review to help get the word out about the show. And be sure to subscribe so you never miss another insightful conversation.




#CRE #CommercialRealEstate #Property

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4 months ago
30 minutes 11 seconds

CRE Exchange: Commercial Real Estate, Property Valuations, Real Estate Analytics and Property Tax
US commercial real estate transaction trends – Q2 2025

We share insights from Altus Group’s Q2 2025 Investment and Transactions Quarterly report. From multifamily’s continued strength to industrial’s surprising slowdown, we explore the quarterly and annual changes in investment volume, pricing, and deal trends impacting CRE today. Tune in for data-backed takeaways to help you navigate your investment strategy across major markets and sectors.

 

Key Moments:


00:52 Overview of Q2 2025 Investments and Transactions Report

01:47 Investment Volume Highlights

03:11 Pricing Trends Analysis

04:44 Geographical Performance Insights

06:12 Property Sector Trends

07:51 Key Takeaways and Conclusions

 

Resources Mentioned:


Q2 2025 US CRE Investment and Transaction Quarterly report

  • National transaction activity: https://www.altusgroup.com/featured-insights/cre-transactions/
  • Pricing and pacing: https://www.altusgroup.com/featured-insights/cre-transactions/pricing-pacing/
  • Property sectors: https://www.altusgroup.com/featured-insights/cre-transactions/property-sectors/


Email us: altusresearch@altusgroup.com




Thanks for listening to the “CRE Exchange” podcast, powered by Altus Group. If you enjoyed this episode, please leave a review to help get the word out about the show. And be sure to subscribe so you never miss another insightful conversation.




#CRE #CommercialRealEstate #Property

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4 months ago
11 minutes 37 seconds

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




Thanks for listening to the “CRE Exchange” podcast, powered by Altus Group. If you enjoyed this episode, please leave a review to help get the word out about the show. And be sure to subscribe so you never miss another insightful conversation.




#CRE #CommercialRealEstate #Property


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5 months ago
40 minutes 6 seconds

CRE Exchange: Commercial Real Estate, Property Valuations, Real Estate Analytics and Property Tax
Q2 REIT earnings: What we’re seeing across industrial, retail, office, and multifamily

With Q2 earnings season at its midpoint, this episode offers a snapshot of how select REITs across industrial, office, residential, and retail sectors are performing and positioning. Hosts Omar Eltorai and Cole Perry highlight key takeaways from recent calls and early reporting trends. Stay tuned for our wrap-up episode once earnings season concludes, we’ll cover overarching themes across both property types and sector players.

 

Key Moments:


01:40 Industrial REIT highlights

14:25 Office REIT highlights

27:46 Multifamily REIT highlights

38:06 Retail REIT highlights

47:19 Next week's episode preview

 

Resources Mentioned:



Email us: altusresearch@altusgroup.com

Show more...
5 months ago
48 minutes 55 seconds

CRE Exchange: Commercial Real Estate, Property Valuations, Real Estate Analytics and Property Tax
Proptech at a crossroads: Data, M&A, and the quest for vertical integration

Proptech is evolving, albeit at different speeds across sectors. KBW’s Ryan Tomasello joins our hosts, Omar Eltorai and Cole Perry, to explore how data access, market consolidation, and the drive toward vertical integration are shaping both residential and commercial real estate technology stacks. From digital mortgage platforms and MLS disruption to CRE’s fragmented data landscape, get an informed view at where real estate technology stands today, and where it’s headed.

 

Key Moments:


01:30 Overview of KBW and market perception

04:00 Trends in real estate technology

06:50 Mergers, acquisitions, and funding trends

08:45 Macro trends affecting real estate tech

17:29 Commercial real estate technology

25:28 The future of MLS and residential real estate

30:26 The rise and fall of iBuying

 

Resources Mentioned:


Ryan Tomasello: https://www.linkedin.com/in/ryantomasello/

KBW: https://www.kbw.com/

Email us: altusresearch@altusgroup.com




Thanks for listening to the “CRE Exchange” podcast, powered by Altus Group. If you enjoyed this episode, please leave a review to help get the word out about the show. And be sure to subscribe so you never miss another insightful conversation.




#CRE #CommercialRealEstate #Property

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5 months ago
37 minutes 24 seconds

CRE Exchange: Commercial Real Estate, Property Valuations, Real Estate Analytics and Property Tax
Inside the CRE securitization market: Trends, risks, and optimism ahead

Despite elevated distress levels and refinancing risks, investor appetite for CMBS and CRE-CLOs remained strong through the first half of 2025. Andrew Foster, Senior Director of Business Development at KBRA, talks to us about what’s happening in the US CRE securitization market, and covers a wide range of topics from CMBS issuance trends to sector performance and the rise of private credit. For lenders and borrowers navigating today’s capital markets, Andrew offers practical insights into what’s changing, why it matters, and how to prepare for the quarters ahead.

 

Key Moments:


02:02 Understanding KBRA and Andrew's role

03:45 Current market trends and issuance

06:40 Investor appetite and market dynamics

08:41 Private capital and non-bank lending

10:52 Regulatory and policy changes

15:07 Future outlook and optimism in CRE finance

17:42 Data centers and AI in CRE financing

21:11 The importance of CMBS

22:31 Diversity in CRE leadership

23:23 Closing remarks and follow-up

 

Resources Mentioned:



Andrew Foster: https://www.linkedin.com/in/andrew-foster-cmbs/

KBRA: https://www.kbra.com/

Real Estate Issues: https://cre.org/real-estate-issues/

Email us: altusresearch@altusgroup.com





Thanks for listening to the “CRE Exchange” podcast, powered by Altus Group. If you enjoyed this episode, please leave a review to help get the word out about the show. And be sure to subscribe so you never miss another insightful conversation.




#CRE #CommercialRealEstate #Property


 

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5 months ago
24 minutes 49 seconds

CRE Exchange: Commercial Real Estate, Property Valuations, Real Estate Analytics and Property Tax
Beyond gut feel: The power of data analytics in modern CRE investing

Ryan Severino, Chief Economist and Head of Research at BGO, discusses how data science is transforming commercial real estate investing. From outperforming rent growth projections in Las Vegas to forecasting macroeconomic shifts with machine learning, Severino takes us through the power and challenges of blending traditional insights with modern analytics. This is a must-listen for CRE professionals navigating today’s increasingly data-driven landscape.

 

Key Moments:


01:17 Ryan Severino's team and economic modeling

02:08 Data science in real estate forecasting

03:12 Impact of research on investment decisions

06:55 Challenges in aligning research with investments

08:55 Ryan's curiosity and approach to research

12:36 Current macroeconomic environment

17:08 CRE market predictions for 2025

20:52 Augmented base case model for US Economy

26:25 State of CRE markets

36:00 Teaching and mentoring the next generation

 


Resources Mentioned:



Ryan Severino: https://www.linkedin.com/in/ryan-severino-cfa-4409022/

The Chief Economist newsletter: https://www.linkedin.com/newsletters/the-chief-economist-7100087057724702720/

Email us: altusresearch@altusgroup.com

 



Thanks for listening to the “CRE Exchange” podcast, powered by Altus Group. If you enjoyed this episode, please leave a review to help get the word out about the show. And be sure to subscribe so you never miss another insightful conversation.




#CRE #CommercialRealEstate #Property


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6 months ago
46 minutes 36 seconds

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