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What a quarter century of transaction data tells us about US commercial real estate
We examine the long-term trends that have reshaped the commercial real estate landscape and what they may suggest about its future.

EP65 - REIT results recap - Q1 2025
A sector-by-sector breakdown of recent REIT earnings and what they signal for CRE trends, strategy shifts, and investor sentiment moving into Q2 and beyond.
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Jun 11, 2025
What a quarter century of transaction data tells us about US commercial real estate



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FEATURED episode
EP65 - REIT results recap – Q1 2025
Every quarter we take a close look at a sample of REIT earnings calls across key property sectors, including industrial, office, retail, multifamily, data centers, and healthcare. We drill into how each segment is performing in the face of macroeconomic pressures, emerging opportunities, and evolving investor expectations. Listen in to this episode to uncover where resilience is taking hold and what may lie ahead for commercial real estate.
