CRE values inch higher as bigger deals drive Q2 2026
27 August 2026
Omar Eltorai sits down with Mike Amthor, who leads US Performance Evaluation Analytics, and Cole Perry, Associate Director of US Research at Altus Group, to compare the Q2 2026 NCREIF ODCE Index against the Investment and Transactions Quarterly (ITQ) report. Two separate data sets, but a cohesive story: values continue a light upward trend driven by cash flow fundamentals, while transaction dollar volume climbs even as deal count still lags year-over-year. The conversation covers a capital movement from multifamily into industrial, cross-validated strength in storage and medical office, and a caveat on the office recovery narrative.
Resources mentioned
Altus ODCE Index results webinar
Altus US CRE Investment and Transactions Quarterly report
Key moments
01:55 ODCE Index explained
03:27 ITQ data overview
04:41 Q2 ODCE headlines
06:24 Q2 transactions headlines
08:04 Valuations vs deals
10:57 ODCE sector trends
13:39 Transaction sector trends
15:49 Storage and medical office
18:50 Market spotlights
23:43 New ITQ Metrics
28:08 Client pulse and outlook
Your guests and host
Mike Amthor
Director, Performance Analytics
Cole Perry
Associate Director of Research
Altus Group
Omar Eltorai
Senior Director of Research
Altus Group
Resources
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