CRE Exchange: Commercial Real Estate, Property Valuations, Real Estate Analytics and Property Tax REIT results recap – Q1 2025
Jun 12, 2025
Dive into the latest insights from Q1 REIT earnings calls across various property sectors. Discover how industrial real estate is thriving despite economic challenges and explore Avalon Bay's impressive rental revenue growth. Get the scoop on the data center market's rising demand and Welltower's strong performance amidst healthcare trends. With a focus on unique market drivers, this discussion sheds light on the evolving landscape of commercial real estate and what’s on the horizon for investors.
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Prologis Shows Strong Industrial Growth
- Prologis' industrial REIT posted strong Q1 growth driven by high rents and occupancy.
- Their strategy includes cautious development due to market uncertainty, yet demand remains robust.
Rexford Finds Niche Industrial Strength
- Rexford focuses on Southern California industrial markets near population centers, showing resilience despite pressure on larger spaces.
- Their REIT guidance was lowered due to tariff-related tenant delays but they see a recovery by year-end.
Cousins Benefits from Sunbelt Office Demand
- Office REIT Cousins benefits from Sunbelt markets and shorter lease terms, focusing on stabilizing assets rather than acquisitions.
- Leasing is lumpy, reflecting flight-to-quality as tenants seek trophy assets with smaller spaces.