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.

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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