REIT results recap – Major sectors Q4 2024

Every quarter, Omar Eltorai and Cole Perry listen in to the latest round of REIT earnings calls. The calls provide a glance into REIT portfolio performance, and some insight into what the management teams at these companies are focused on for the coming quarters. Today’s episode is devoted to covering a selection of calls they’ve listened into over the last couple of weeks touching on the company overviews, key results, and valuable nuggets they picked up during each call’s Q and A portion.

Key Moments:

00:50 - Overview of REIT earnings calls

01:42 - Retail sector insights

10:27 - Office sector insights

18:05 - Industrial sector insights

23:58 - Multifamily sector insights

33:17 - Upcoming data releases and REIT earnings calls

Resources Mentioned:

Q1 2025 CRE Industry Conditions and Sentiment Survey - https://altusdxm.qualtrics.com/jfe/form/SV_b9o1eKvI9zglrZc?Q_CHL=CREThisWeek

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Email us - altusresearch@altusgroup.com

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