About this episode
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 brokerages01:55 - Macro update on retail sales03:28 - Deep dive: Triple Net REIT analysis07:20 - Specialty REITs: Timberland and tariffs13:45 - Iron Mountain: Records and data Centers19:12 - Equinix: Digital infrastructure and AI23:57 - Brokerage Insights: CBRE and Newmark32:49 - 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=CREThisWeekLeave us a message! - https://www.speakpipe.com/CREexchange%C2%A0 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 #CommercialR
