EP69 - Beyond gut feel: The power of data analytics in modern CRE investing



17 Jul 2025

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.


Resources Mentioned:

Ryan Severino

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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


Your hosts

Ryan-Severino's Profile
Ryan Severino

Chief Economist and Head of Research

BGO

People - Omar Eltorai's Profile
Omar Eltorai

Senior Director of Research

Altus Group

Cole Perry's Profile
Cole Perry

Associate Director of Research

Altus Group

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