EP65 - REIT results recap – Q1 2025
Every quarter we take a close look at a sample of REIT earnings calls across key property sectors, including industrial, office, retail, multifamily, data centers, and healthcare. We drill into how each segment is performing in the face of macroeconomic pressures, emerging opportunities, and evolving investor expectations. Listen in to this episode to uncover where resilience is taking hold and what may lie ahead for commercial real estate.
Resources Mentioned:
Key moments
00:49 Q1 REIT earnings recap
01:53 Industrial REITs
14:09 Office REITs
26:23 Retail REITs
36:32 Multifamily REITs
45:59 Data center REITs
53:08 Healthcare REITs
56:19 Key takeaways and market sentiment
Your hosts
Omar Eltorai
Director of Research
Cole Perry
Associate Director of Research
