EP65 - REIT results recap – Q1 2025

12 Jun 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.

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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