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:

Email us


Listen on Apple Podcasts
Listen on Spotify x px


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

People - Omar Eltorai's Profile
Omar Eltorai

Director of Research

Cole Perry's Profile
Cole Perry

Associate Director of Research

GettyImages

Get notified of new and relevant CRE content, articles and events

Resources

Latest podcasts

CRE Exchange Card Banner rebrand

Sep 11, 2025

EP76 - Cooling jobs, rising costs, and where CRE sectors are still winning

Read more
CRE Exchange Card Banner rebrand

Sep 4, 2025

EP75 - Bank resilience, consumer pessimism, multifamily momentum and more

Read more
CRE Exchange Card Banner rebrand

Aug 28, 2025

EP74 - US commercial real estate transaction trends – Q2 2025

Read more
CRE Exchange Card Banner rebrand

Aug 14, 2025

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

Read more
CRE Exchange Card Banner rebrand

Aug 7, 2025

EP72 - Q2 REIT earnings: What we're seeing across industrial, retail, office and multifamily

Read more
CRE Exchange Card Banner rebrand

Jul 31, 2025

EP71 - Proptech at a crossroads: Data, M&A, and the quest for vertical integration

Read more