Altus Insights Podcast

CRE Exchange

The CRE Exchange is your go-to podcast for all matters commercial real estate

Hear cutting-edge conversations with industry experts, providing CRE professionals with insights into market behaviors and analysis, enabling them to discover new opportunities and better manage risks and costs.

Whether you buy or build, assist or advise, if you are a key stakeholder in the CRE space, this show is for you.


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FEATURED episode


Labor data diverges, data centers dominate Beige Book, CRE implications from bond rout


Cole Perry and Omar Eltorai break down a data-heavy week for the US economy and what it means for commercial real estate. They cover the latest construction, labor, and PMI readings, then turn to the Fed's August 2026 Beige Book for qualitative color on office bifurcation, multifamily concessions, and data centers as the dominant construction story across Districts. The back half focuses on a sharp move higher in global bond yields and what's driving it, followed by a historical look at how CRE has actually performed through four past episodes of rising real yields over the last three decades.


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Meet your hosts

People - Omar Eltorai's Profile
Omar Eltorai

Senior Director of Research

Altus Group

Altus Research

CRE Exchange Podcast

Omar Eltorai is a Research Director at Altus Group. With more than a decade of experience in the industry in investment management and financing roles,

Omar's focus is on macro, capital and market trends affecting the US CRE market. Beyond regularly authoring articles and reports, his commentary and analysis has been featured in various media publications, including: Wall Street Journal, Globe Street, and Yahoo! Finance.

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Cole Perry's Profile
Cole Perry

Associate Director of Research

Altus Group

Altus Research

CRE Exchange Podcast

Cole Perry is a Associate Director of Research with Altus Group's Research team. In this role, Cole delivers key insights into macroeconomics, capital markets, and the broader commercial real estate sector.

Cole boasts a rich background in Commercial Real Estate analytics with previous roles at CompStak and Brixmor Property Group. He holds dual M.S. degrees from Columbia University in Urban Planning and Real Estate Development.

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Resources

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