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
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