We’re deep into the Q2 2025 earnings season, and with most calls now behind us, it’s time to zoom out. In this episode, we recap key themes from REITs and explore takeaways from other players in CRE, including capital allocators, brokerages, and development firms. It’s a sector-spanning look at the market trends, investment signals, and opportunities influencing the second half of 2025.
Key Moments:
00:49 Q2 2025 earnings releases and general themes
01:31 Capital allocators: Banks vs. non-banks
08:37 Sector-specific insights: Retail, office, industrial, and multifamily
16:28 Niche sectors: Data centers, healthcare, hospitality, and self-storage
25:09 Brokerages and their holistic market views
28:32 Cross-sectional themes: Tariffs, build vs. buy, and consumer health
36:21 Overall sentiment and outlook for commercial real estate
38:06 Conclusion and upcoming reports
Resources Mentioned:
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