Best Altus Group Podcasts (2025)

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Just how liquid is commercial real estate? 47:47

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7d ago47:47

47:47

Dr. Philip English from Temple University joins us to discuss our upcoming research paper on CRE liquidity, how liquidity shapes investment decisions, why traditional market measures may fall short, and what new research reveals about true liquidity. From transaction-based indices to the evolution of market structures, this discussion sheds light o…

1
CRE’s mid-year market pulse: Rates, risks, and real assets 33:31

21d ago33:31

33:31

We share the key macroeconomic signals and policy decisions affecting commercial real estate as we move into the second half of 2025. From declining retail sales and builder sentiment to insights from the latest FOMC meeting, we explore how economic headwinds are influencing CRE strategy, pricing gaps, and transaction volume. Tune in for analysis o…

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From uncertainty to stability: How CRE is adapting to the latest mix of volatility 42:34

28d ago42:34

42:34

PwC’s Tim Bodner joins us to explore how commercial real estate firms are navigating today’s volatility and laying the groundwork for a long-term recovery. We discuss the move toward strategic consolidation, the rise of real assets as a unified investment class, and the technologies driving change in operations and asset selection. Tune in for an e…

1
REIT results recap – Q1 2025 59:16

1M ago59:16

59:16

Every quarter we take a close look at a sample of REIT earnings calls across key property sectors, including industrial, office, retail, multifamily, data centers, and healthcare. We drill into how each segment is performing in the face of macroeconomic pressures, emerging opportunities, and evolving investor expectations. Listen in to this episode…

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What the Fed, banks, and consumers are telling us about CRE’s future 28:53

1M ago28:53

28:53

We dig into the Fed’s recent meeting minutes, Q1 GDP revisions, consumer confidence trends, and the latest FDIC banking data. From inflation signals and trade tensions to CRE lending slowdowns and cooling construction activity, the episode connects the dots between the broader economy and the decisions facing market participants in 2025. Whether yo…

1
US commercial real estate transaction trends – Q1 2025 27:40

2M ago27:40

27:40

What do 33,000+ CRE transactions tell us about the Q1 2025 market? Cole Perry and Omar Eltorai walk through Altus Group’s Q1 2025 US CRE Investment and Transactions Quarterly report providing analysis of the numbers sector by sector and highlighting trends worth watching. From tentative recovery signs for office and multifamily to regional variatio…

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Beyond the beach: Strategic multifamily investing in Florida with Marc Hershberg 32:46

2M ago32:46

32:46

Marc Hershberg, Managing Partner and CEO at Topaz Capital, joins us to unpack the real story behind Florida’s multifamily market. While headlines tend to spotlight Florida’s coastal glamour, Marc takes us beyond the beach by highlighting why inland markets, workforce housing, and Class B assets are where the smart money is headed. We discuss the st…

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What we can learn about multifamily investing from the Northeast and Mid-Atlantic 44:47

2M ago44:47

44:47

The Northeast and Mid-Atlantic aren’t the easiest regions for multifamily investment, but they might be the most instructive. We sit down with Matt Frazier, Founder and CEO at Jones Street Investment Partners, to explore how the region’s regulatory complexity, persistent housing undersupply, and stable demand create an environment that rewards long…

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Gen Z, AI, and the mall: What’s driving retail real estate’s next golden age 44:09

3M ago44:09

44:09

Retail real estate is back, and it looks nothing like the past. We sit down with Brandon Isner, Head of Retail Research at Newmark, to celebrate retail’s emergence as one of the most compelling asset classes in 2025. From Gen Z’s interest in in-person shopping to the role of AI in optimizing operations and experiences, we break down the factors fue…

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From data grind to deal time: CRE’s AI edge with Spencer Burton 43:15

3M ago43:15

43:15

Spencer Burton, CEO and co-founder of CRE Agents, joins us to explore how AI is transforming the way CRE professionals work. From eliminating repetitive tasks to enabling smarter, faster decision-making, Spencer shares how digital coworkers are already creating a multiplier effect for their human counterparts across the industry. In conversation wi…

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From volatility to opportunity: AEW’s Justin Pinckney on the CRE debt landscape 41:04

3M ago41:04

41:04

From interest rate volatility and sector-specific repricing to evolving strategies across construction lending and senior housing, Justin Pinckney, Head of Private Debt at AEW, offers a tactical lens on balancing risk and opportunity in today’s CRE debt market. Together with our host, Omar Eltorai, they also explore the case for standardized valuat…

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Driving retail real estate success through community anchors 52:53

3M ago52:53

52:53

Christine Mastandrea, President and COO of Whitestone REIT, shares how a community-first mindset can drive long-term value in commercial real estate. From tailoring retail environments to local culture, to acknowledging and leveraging psychographics and generational shifts, Christine lays out Whitestone’s strategy of turning shopping centers into v…

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US commercial real estate transaction trends — Q4 2024 30:51

3M ago30:51

30:51

We discuss the latest installment of Altus Group’s US CRE Investment and Transactions Quarterly report. The team delivers a retrospective on transaction volumes nationally and then zooms in on pricing trends and sector-by-sector insights, covering industrial, hospitality, multifamily, office, retail, and general commercial/mixed use. Tune in for th…

1
Rate updates, retail resilience, and housing pipelines 33:43

4M ago33:43

33:43

We break down the Federal Reserve’s latest rate decision, the release of their minutes, the press conference, and the updated Summary of Economic Projections. We’ll also take a look at key macroeconomic highlights from the past week, including retail sales, housing data, and insights from regional Fed surveys and indices. Finally, we sift for some …

1
Tariff turbulence and whipsawed markets 35:34

4M ago35:34

35:34

Cole Perry and Omar Eltorai unwrap the latest parcel of US economic data, from shifting labor and employment trends to insights from the NFIB Small Business Optimism Index. They explore what these signals suggest for small business growth and economic momentum. The conversation sharpens around market reactions to proposed tariffs, the ripple effect…

1
From GDP insights to policy potluck 42:05

4M ago42:05

42:05

Our hosts, Omar Eltorai and Cole Perry, deliver a packed agenda this week with a discussion on recently released economic data, including PCE, GDP, consumer confidence, and housing statistics. They also share a brief update on the state of the markets, focusing on movements in equities and fixed income, as well as the latest earnings reports from r…

1
Tracking trends: Macroeconomic insights and real estate realities with Dr. Brad Case of Middleburg Communities 42:58

5M ago42:58

42:58

We’re excited to welcome Dr. Brad Case, Chief Economist at Middleburg Communities, to the program! Dr. Case shares his extensive experience in real estate economics through his perspectives on market conditions, forecasting recessions, driving investment decisions with data, and the rise of the build-to-rent housing sector. Learn about the advantag…

1
REIT results recap – Specialty REITs and brokerages 36:19

5M ago36:19

36:19

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 prevaili…

1
REIT results recap – Major sectors Q4 2024 37:21

5M ago37:21

37:21

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…

1
Rates, returns, and realities for US CRE 27:18

5M ago27:18

27:18

CRE Exchange hosts Omar Eltorai and Cole Perry discuss the latest macroeconomic news, including the Federal Reserve's recent interest rate decision, along with data on housing, construction spending, and GDP releases. They also touch on what has been moving the markets with a look at recent earnings across banks and commercial real estate firms. Fi…

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US CRE debt market: 2024 recap and 2025 outlook with Stephen Buschbom 47:08

6M ago47:08

47:08

We welcome back Dr. Stephen Buschbom, co-host of The TreppWire Podcast and real estate and finance lecturer at Clemson University. Just over a year ago, Stephen joined us for an episode where he made a number of prescient calls on what lay ahead for 2024. In this episode, he joins Omar Eltorai and Cole Perry once again to share a retrospective on t…

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Early CRE vibes for 2025: Moderate growth and cautious optimism? 34:12

6M ago34:12

34:12

Omar and Cole kick off this week’s episode with some recent macro releases that help set the stage for 2025, then touch on some of what's happened in the capital markets since this year started. Finally, they share a number of initial industry themes for 2025 from the recent CREFC conference in Miami, and others based on personal observations of th…

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2024 shifts and 2025 expectations - Insights from our latest CRE industry survey 20:08

6M ago20:08

20:08

CRE Exchange hosts, Omar Eltorai and Cole Perry, share the Q4 2024 results from the CRE Industry Conditions and Sentiment Survey. They discuss major shifts in market perceptions of property pricing, top-performing property types, transaction intentions for 2025, expected capital availability, and the various risks and opportunities predicted for th…

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Dealing with distressed commercial real estate with Shlomo Chopp 58:47

7M ago58:47

58:47

Shlomo Chopp, managing partner of Case Equity Partners, drops in for a discussion about distressed commercial real estate. Shlomo shares his career path and expertise in advisory, restructuring, investing, and asset and property management. Chopp provides an in depth perspective, and important lessons on the complexities of investing in and restruc…

1
Macro moves, market metrics, and tariff talk 48:11

7M ago48:11

48:11

Our hosts, Omar Eltorai and Cole Perry, share a round-up of the latest macroeconomic indicators, upcoming policy changes, and CRE market matters both present and future. During the episode, they review US economic releases covering GDP, inflation, housing, construction, and manufacturing data; discuss upcoming moves by the incoming administration, …

1
US commercial real estate transaction trends - Q3 2024 26:17

8M ago26:17

26:17

We discuss Altus Group’s newly launched report, the US CRE Investment and Transactions Quarterly. This report introduces uniquely expansive and granular insights into the volume, pricing, and pacing of commercial property investment sales during Q3 2024, both at the national level and within select metropolitan statistical areas (MSAs). Don’t miss …

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REIT earnings recap - Q3 2024 27:49

9M ago27:49

27:49

Cole Perry, Associate Research Director at Altus Group, recaps the first full week of REIT earnings calls. Cole shares key highlights and insights across a selection of industrial, office, retail, manufactured housing, gaming, and data center REITs. Key Takeaways: (01:36) Industrial REITs results (05:39) Office REITs results (10:39) Retail REITs re…

1
Economics, elections, and the art of evading doom loops 42:48

9M ago42:48

42:48

Co-host Cole Perry, shares insights he gained from the recent NAIOP CRE.Converge and Groceryshop conference. Discussion then turns to economic indicators covering NFIB Small Business Optimism Index, labor market, and the potential impact on inflation from the latest CPI and PPI releases. With US elections looming, Omar and Cole also touch on potent…

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Gauging commercial real estate conditions and sentiment in Q3 2024 27:21

10M ago27:21

27:21

We share a digest of the biggest quarter-over-quarter changes and most surprising takeaways from the Q3 CRE Industry Conditions and Sentiment Survey. Our hosts, Omar Eltorai and Cole Perry, touch on key findings across US capital conditions, expectations for debt and equity capital availability, transaction intentions, market pricing and more! Key …

1
Unlocking private capital for CRE growth with Mat Dellorso of SEI 37:59

10M ago37:59

37:59

Co-hosts Omar Eltorai and Cole Perry are joined by Mat Dellorso, Managing Director of SEI, and Co-Founder of the Altigo platform (acquired by SEI) and WealthForge. Mat shares his entrepreneurial journey in finance and technology and discusses the challenges, opportunities and explosive growth of alternative investments and the private market. He al…

1
Capitalizing on shifts in commercial real estate with Rich Hill of Cohen & Steers 46:18

10M ago46:18

46:18

Rich Hill, SVP and Head of Real Estate Strategy and Research at Cohen & Steers, joins the show. With more than 23 years of experience in commercial real estate, Rich has cultivated a strong appreciation for approaching the market with a strategic, data-driven mindset, utilizing research and alternative data to identify valuable investments, especia…

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US CRE market trends - Inflation, retail data and sentiment shifts 40:51

11M ago40:51

40:51

In this week’s episode of CRE Exchange, our hosts, Omar Eltorai and Cole Perry, discuss the latest macroeconomic releases, such as the Producer Price Index, Consumer Price Index and business formations. They also break down earnings reports from Walmart and Home Depot, offering insights into consumer behavior and market sentiment. Additionally, the…

1
REIT results recap — Q2 2024 47:49

11M ago47:49

47:49

In this episode of CRE Exchange, Cole Perry, Associate Director of Research, and Omar Eltorai, Director of Research at Altus Group, offer a comprehensive analysis of recent trends and data in the commercial real estate market. They discuss the latest macroeconomic updates and spend the lion’s share of the episode on the latest REIT earnings, provid…

1
Benchmarking commercial property taxes with Sandi Prendergast 27:33

12M ago27:33

27:33

If commercial property taxes are based on market value, why can property tax assessments go up when market values are going down? And how can you compare property taxes for different property types across different cities? We get some answers to those questions and more as we sit down with Sandi Prendergast, Director of Altus Group’s research team,…

1
CRE data science and market dynamics with Tim Savage 47:35

1y ago47:35

47:35

Join us for an engaging discussion featuring Tim Savage, Clinical Assistant Professor at NYU's Schack Institute of Real Estate. With expertise in econometrics, machine learning and data science, Tim discusses his career path from consulting to academia, his work at NYU's Applied Analytics Lab and CREFC Center for Real Estate Finance, and the curren…

1
Gauging commercial real estate conditions and sentiment in Q2 2024 27:06

1y ago27:06

27:06

Our hosts, Cole Perry, Senior Market Analyst at Altus Group, and U.S. Director of Research, Omar Eltorai, share a brief analysis of the latest CRE Industry Conditions and Sentiment Survey. With over 600 respondents from the U.S. and Canada, this episode looks at the biggest shifts between the first and second quarters of 2024, including surprising …

1
National and Tri-State Area transaction trends with James Nelson and Scott Singer of Avison Young 46:45

1y ago46:45

46:45

James Nelson, Principal and Head of Avison Young’s Tri-State Investment Sales group, and Scott Singer, Principal and Co-Lead of Avison Young’s Tri-State Debt & Equity Finance team join our latest episode of CRE Exchange! James and Scott share their extensive experience and discuss the unique challenges and opportunities they’re seeing in the nation…

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May macro metrics and market movements 23:43

1y ago23:43

23:43

In this episode of CRE Exchange, we provide an overview of the latest Fed news, discuss various macroeconomic releases, analyze current market conditions and touch on fixed-income equities. We also examine the commodities market, review current interest rates and discuss recent retail chain closures and downsizing. Key Takeaways: 01:50 FOMC meeting…

1
Navigating REITs with Ed Pierzak of Nareit 34:23

1y ago34:23

34:23

In this episode of CRE Exchange, special guest Ed Pierzak, Senior VP of Research at Nareit, discusses real estate investment trusts (REITs). Originally created in the 1960's, the REIT industry has grown significantly over the decades as it provides accessibility for many investors to invest in real estate. Ed discusses with the hosts Nareit's missi…

1
REIT results recap 41:20

1y ago41:20

41:20

As of this episode (April 30, 2024), approximately 25% of the near 200 publicly-traded REITs in the US have reported their Q1 2024 results. Over the next week, the remaining 75% of REITs will be reporting their results and hosting their earnings calls. During this episode, we share the more interesting highlights we've heard from REITs that have al…

1
Succeeding in multifamily through differentiation 48:50

1+ y ago48:50

48:50

On this episode of CRE Exchange, we’re joined by Forum Investment Group’s Founder and CEO, Darren Fisk, and Chief Investment Officer, Jay Miller. They discuss the founding of the company; their perspectives and philosophies on multifamily investment; how the company differentiates itself through its team; Forum’s diverse fund strategy and how this …

1
Spotlight – Q1 2024 CRE industry conditions and sentiment 24:49

1+ y ago24:49

24:49

On this episode, Altus Group's Director of Research, Omar Eltorai, and Senior Market Analyst, Cole Perry, are hosting a special episode of CRE Exchange. They discuss some of the most significant changes and surprises from the latest edition of the CRE Industry Conditions and Sentiments Survey. This quarterly survey is conducted across the US and Ca…

1
The economy slows its roll — some positive notes for CRE? 36:42

1+ y ago36:42

36:42

In the latest episode of the CRE Exchange podcast, Altus’ Omar Eltorai, Director of Research, and Cole Perry, Senior Market Analyst, cover Jerome Powell’s recent testimony on Capitol Hill and the SEC climate disclosure walkback. They also discuss last week’s macro data releases, including employment, construction data, beige book and the most recen…

1
Hopes for Fed cuts dissipate – what happened? 31:21

1+ y ago31:21

31:21

In this episode of CRE Exchange, Cole Perry, Senior Market Analyst of Altus Group, and Omar Eltorai, Director of Research of Altus Group, discuss the overall market’s return to Earth as it moderates its expectations around the pace and magnitude of the Fed rate cuts. The team also discusses PMI, home sales, construction, and REIT earnings that port…

1
US industrial property trends – from Texas to the nation 37:39

1+ y ago37:39

37:39

We welcome Conrad Madsen, Co-Founder and Partner at Dallas-based Paladin Partners, to this week’s podcast. Conrad shares his journey into commercial real estate, specifically what led him to establish a leading industrial real estate brokerage in North Texas. We also dig into Conrad’s perspective on the industrial real estate sector, discussing Tex…

1
US economy sees increased odds of soft or no landing 22:28

1+ y ago22:28

22:28

On this episode of the CRE Exchange, Cole Perry, Senior Market Analyst of Altus Group, and Omar Eltorai, Director of Research of Altus Group, take a look at recent central bank actions across the globe as each major market grapples with whether to hike, hold or cut their rates. Narrowing the lens to US regional banks, they review the latest earning…

1
CRE 2024: Not negative? 26:44

1+ y ago26:44

26:44

In last week’s CREFC conference, a panelist perfectly captured the initial CRE outlook for 2024 as “not negative.” There's much in those two words but also in what's not being said. On this week’s podcast episode, we recap key themes for the 2023 CRE market, including the importance of monetary policy and the potential potency of technology, also s…

1
CRE debt market - past, present, future with Stephen Buschbom of Trepp 35:08

1+ y ago35:08

35:08

On this episode of the CRE Exchange podcast, we welcome a special guest, Stephen Buschbom, Research Director of Trepp. Our hosts, Omar Eltorai and Cole Perry, pick Stephen’s brain on a wide spectrum of topics focused on the US commercial real estate debt space. Their discussion covers parallels to past markets, prevalent themes in 2023, predictions…

1
Spotlight: Q4 2023 CRE industry conditions and sentiment 23:11

1+ y ago23:11

23:11

In a special episode of the CRE Exchange podcast, Altus Group’s Omar Eltorai, Director of Research, and Cole Perry, Senior Market Analyst, reveal some of the most valuable takeaways we gathered from polling almost 500 CRE professionals from the US and Canada for our Q4 2023 CRE Industry Conditions and Sentiment survey. From insights on current cond…

1
Discussions on market conditions, diversification and mixed-use concepts with Hines’ de Alcantara 31:42

1+ y ago31:42

31:42

In this episode, hosts Omar Eltorai, Director of Research, and Cole Perry, Senior Market Analyst, both of Altus Group, talk to Adriana de Alcantara, Senior Managing Director of Hines and Fund Manager for Hines US Property Partners, Hines’ flagship core plus open-end fund. They explore a range of topics, offering a dive into Adriana’s career, Hines’…