Q3 CRE earnings: Trends across lenders, REITs and brokers

Q3 CRE earnings: Trends across lenders, REITs and brokers

44:51 Nov 13, 2025
About this episode
Every quarter, we dig into dozens of CRE earnings calls, tuning in, reading the releases, and looking for what really stands out. This time, we’re taking a different approach. Instead of focusing on individual companies, we’re pulling out the biggest themes across lenders, REITs, and brokers, from credit thawing to where capital is flowing next in 2026.Key Moments:01:51 Lenders' insights and trends06:41 Retail REIT earnings highlights11:51 Office sector analysis18:18 Industrial sector developments26:30 Multifamily sector review31:15 Brokerages and asset managers outlook41:13 Overarching takeawaysResources Mentioned:Email us: altusresearch@altusgroup.comThanks for listening to the “CRE Exchange” podcast, powered by Altus Group. If you enjoyed this episode, please leave a review to help get the word out about the show. And be sure to subscribe so you never miss another insightful conversation.#CRE #CommercialRealEstate #Property
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