REIT results recap – Specialty REITs and brokerages

Another week, another round-up of earnings releases and earnings management calls from the commercial real estate market. Last week, Omar Eltorai and Cole Perry covered REITs across the four major sectors. This week, they analyze calls from four specialty REITs and two brokerages, sharing performance metrics, key takeaways, and insights on prevailing trends.

Key Moments:

00:50 - Earnings coverage: Specialty REITs and brokerages

01:55 - Macro update on retail sales

03:28 - Deep dive: Triple Net REIT analysis

07:20 - Specialty REITs: Timberland and tariffs

13:45 - Iron Mountain: Records and data Centers

19:12 - Equinix: Digital infrastructure and AI

23:57 - Brokerage Insights: CBRE and Newmark

32:49 - Upcoming REITs and data releases

Resources Mentioned:

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

Leave us a message! - https://www.speakpipe.com/CREexchange%C2%A0  

Email us - altusresearch@altusgroup.com

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#CRE #CommercialRealEstate #Property