EP73 - CRE’s mid-year earnings themes: Market insights across sectors and players



14 Aug 2025

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.


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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


Your hosts

People - Omar Eltorai's Profile
Omar Eltorai

Director of Research

Altus Group

Cole Perry's Profile
Cole Perry

Associate Director of Research

Altus Group

Resources

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