EP72 - Q2 REIT earnings: What we’re seeing across industrial, retail, office, and multifamily
07 Aug 2025
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.
Resources Mentioned:
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 Preview
Your hosts
Omar Eltorai
Director of Research
Cole Perry
Associate Director of Research
