CRE Exchange: Commercial Real Estate, Property Valuations, Real Estate Analytics and Property Tax

Altus Group

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The CRE Exchange is your go-to podcast for all matters of commercial real estate. It hosts cutting-edge conversations with industry experts that offer CRE professionals timely insight into market behaviors and analysis to discover new opportunities and better manage risks and costs. We discuss Commercial Real Estate, Property Valuations, Real Estate Analytics, and Property Tax. Whether you buy or build, assist or advise, if you are a key stakeholder in the CRE space, this show is for you.

Why you'd press play

A grocery-anchored REIT misses earnings; Cole Perry checks the leasing numbers before you write off the quarter.

Press play if you want

  • to look past a REIT's earnings miss and ask what its occupancy and anchor leases say
  • to connect Treasury yields and credit spreads to the property market you're watching
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Best episodes of CRE Exchange: Commercial Real Estate, Property Valuations, Real Estate Analytics and Property Tax

Short reviews from the PlayNext desk, based on the episodes we processed.

The growing case for real estate secondariesApr 16, 2026

A technical look at how CRE liquidity stress is reshaping secondaries.

Real estate secondaries are treated here as a direct answer to CRE liquidity stress, not just a narrow corner of the market. It tracks the valuation reset that widened redemption queues around NTR and OEF structures, then follows the later easing of those queues, the still-muted…

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

A clear look at CRE sentiment as capital expectations improve for 2025.

This episode gives commercial real estate a steadier read than the usual market noise. It walks through the latest quarterly survey with a calm hand, covering capital availability, debt and equity expectations, and the sharp turn in securitization sentiment without losing the…

Podcasts like CRE Exchange: Commercial Real Estate, Property Valuations, Real Estate Analytics and Property Tax

Episodes

  1. 1

    Multifamily myth busting, data, and what actually matters

    This episode features rental housing economist Jay Parsons discussing multifamily real estate trends, data insights, and common misconceptions in the industry.

    ·44m
  2. 2

    Q2 REIT earnings: What we’re seeing across industrial, retail, office, and multifamily

    This episode provides a snapshot of Q2 2025 REIT earnings across industrial, retail, office, and multifamily sectors, focusing on what companies are reporting to investors.

    ·49m
  3. 3

    Hello uncertainty, my old friend, we're back to cautious optimism again

    This episode of the CRE Exchange podcast discusses the latest U.S.

    ·46m
  4. 4

    Hot inflation, soft growth, and a CRE market caught in the middle

    This episode analyzes current economic conditions like inflation and soft growth impacting the commercial real estate market, featuring expert insights and historical data comparisons.

    ·29m
  5. 5

    Driving retail real estate success through community anchors

    This episode features Christine Mastandrea, president of Whitestone REIT, discussing her entrepreneurial background and how community anchors drive success in retail real estate.

    ·53m
  6. 6

    Tracking the economy and CRE through a government data blackout

    This episode discusses how commercial real estate professionals can track economic trends through alternative data sources during a federal government shutdown that disrupts official statistics.

    ·43m
  7. 7

    US commercial real estate transaction trends — Q4 2024

    This episode discusses the Q4 2024 Investment and Transactions Quarterly Report from Altus Group, analyzing trends in U.S.

    ·31m
  8. 8

    From outdated to advanced: The rise of modern industrial development

    This episode explores the evolution of the industrial real estate sector, focusing on outdated warehouse infrastructure and future development needs driven by technological advancements and supply chain changes.

    ·37m
  9. 9

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

    This episode features an interview with Dr.

    ·47m
  10. 10

    REIT results recap – Major sectors Q4 2024

    This episode recaps Q4 2024 REIT results, focusing on key sectors like retail and insights from earnings calls to inform commercial real estate professionals.

    ·37m
  11. 11

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

    This episode features an interview with Marc Hershberg about strategic multifamily investing in Florida, covering his background in real estate and investment experience.

    ·33m
  12. 12

    US commercial real estate transaction trends – Q2 2025

    This episode analyzes U.S.

    ·12m
  13. 13

    What's driving demand for alternative CRE sectors in 2026

    This episode features an interview with Chad Lavender of Newmark discussing the factors driving demand for alternative commercial real estate sectors like seniors housing and healthcare in 2026.

    ·41m
  14. 14

    CRE’s mid-year earnings themes: Market insights across sectors and players

    This episode analyzes mid-year earnings themes in commercial real estate, covering insights from REITs, banks, and non-bank capital allocators across various sectors.

    ·40m
  15. 15

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

    This episode features an interview with Matt Frazier, founder and CEO of Jones Street Investment Partners, discussing his background and insights into multifamily real estate investing in the Northeast and Mid-Atlantic regions.

    ·45m
  16. 16

    Rates, returns, and realities for US CRE

    This episode of CRE Exchange discusses the latest U.S.

    ·27m
  17. 17

    The CRE picture sharpens as delayed government data lands

    This episode analyzes recent U.S.

    ·30m
  18. 18

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

    This episode features an interview with Brandon Eisner, head of retail research at Newmark, discussing how Gen Z and AI are influencing retail real estate trends and the future of malls.

    ·44m
  19. 19

    Q3 surprise: Confirmations of a CRE turnaround?

    This episode analyzes Q3 2025 commercial real estate trends, focusing on market optimism driven by Federal Reserve rate cuts and insights from the latest investment report.

    ·36m
  20. 20

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

    This episode features an interview with Spencer Burton, CEO of CRE Agents, discussing how AI is transforming commercial real estate by automating repetitive tasks and improving efficiency for professionals.

    ·43m
  21. 21

    Proptech at a crossroads: Data, M&A, and the quest for vertical integration

    This episode explores current trends in Proptech, including data utilization, mergers and acquisitions, and vertical integration strategies, featuring an interview with Ryan Tomasella from KBW.

    ·37m
  22. 22

    Q3 CRE earnings: Trends across lenders, REITs and brokers

    This episode analyzes Q3 commercial real estate earnings trends across lenders, REITs, and brokers, offering sector-by-sector insights from industry experts.

    ·45m
  23. 23

    Never bet against New York City: Bob Knakal talks markets, policy, and opportunity

    This episode features an interview with Bob Knakal, a legendary New York real estate broker, discussing his decades of experience, current market excitement, and topics like zoning and property conversions.

    ·45m
  24. 24

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

    This episode features an interview with Justin Pinckney, head of private debt at AEW, discussing his career path and insights into the commercial real estate debt landscape.

    ·41m
  25. 25

    Inside the CRE securitization market: Trends, risks, and optimism ahead

    This episode explores the current state of the U.S.

    ·25m
  26. 26

    Beyond gut feel: The power of data analytics in modern CRE investing

    This episode explores how data analytics and economic modeling are transforming commercial real estate investing through an interview with Chief Economist Ryan Severino.

    ·47m
  27. 27

    Why “hometown” markets are delivering real returns in retail

    This episode explores why retail properties in hometown markets are delivering strong returns, featuring insights from Andy Wiener of Rockstep Capital on shopping center investments and market trends.

    ·51m
  28. 28

    The 70s are calling, are the CRE markets listening?

    This episode features an interview with Brian Bailey, a commercial real estate expert with extensive Federal Reserve experience, discussing his career journey and insights into the industry.

    ·37m
  29. 29

    Just how liquid is commercial real estate?

    This episode features an interview with Dr.

    ·48m
  30. 30

    560 billion reasons the US CRE market is finding its footing

    This episode discusses the U.S.

    ·52m
  31. 31

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

    This episode analyzes mid-year commercial real estate market trends, covering economic indicators like retail sales and housing data, the FOMC meeting, and key themes for 2025.

    ·34m
  32. 32

    Rate updates, retail resilience, and housing pipelines

    This episode discusses recent Federal Reserve rate decisions, retail and housing market data, and commercial mortgage trends in the U.S.

    ·34m
  33. 33

    From jobs to housing to the human edge in CRE

    This episode of the CRE Exchange podcast discusses recent U.S.

    ·43m
  34. 34

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

    This episode features an interview with Tim Bodner, a partner at PwC, discussing how the commercial real estate industry is adapting to current volatility and market challenges.

    ·43m
  35. 35

    Tariff turbulence and whipsawed markets

    This episode analyzes recent economic data, including the NFIB Small Business Optimism Index, and discusses market reactions to tariffs and monetary policy in the context of the U.S.

    ·36m
  36. 36

    What the latest lending data tells us about CRE financing

    This episode analyzes the latest lending data and economic indicators to provide insights into commercial real estate financing trends, featuring expert discussions on surveys, employment, GDP, and bank earnings.

    ·50m
  37. 37

    Inflation pressures, labor gaps, and CRE market signals

    This episode of CRE Exchange discusses recent economic data including the NFIB Small Business Optimism Index, inflation pressures, and upcoming Fed decisions, analyzing their implications for the U.S.

    ·23m
  38. 38

    Why 2026 could be a surprisingly strong year for CRE credit

    This episode features an interview with Andy Boettcher, head of research at TREP, discussing the capital markets outlook for 2026 and why it could be a surprisingly strong year for commercial real estate credit.

    ·29m
  39. 39

    From GDP insights to policy potluck

    This episode of CRE Exchange discusses recent U.S.

    ·42m
  40. 40

    REIT results recap – Q1 2025

    This episode recaps Q1 2025 results and insights from REITs and real estate investors in the U.S.

    ·59m
  41. 41

    Data and policy shaping the early 2026 CRE market

    This episode analyzes the early 2026 commercial real estate market, focusing on a 35 basis point decline in senior financing costs based on quarterly survey data.

    ·31m
  42. 42

    Bank resilience, consumer pessimism, multifamily momentum & more

    This episode of CRE Exchange discusses the latest U.S.

    ·30m
  43. 43

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

    This episode features an interview with Dr.

    ·43m
  44. 44

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

    This episode analyzes the Federal Reserve's FOMC minutes and other macro data to discuss their implications for the commercial real estate market amid trade turmoil and economic volatility.

    ·29m
  45. 45

    Cooling jobs, rising costs, and where CRE sectors are still winning

    This episode analyzes recent U.S.

    ·23m
  46. 46

    US commercial real estate transaction trends – Q1 2025

    This episode analyzes key insights from the Q1 2025 Investments and Transactions Quarterly Report, focusing on deal volume, pricing trends, and sales activity in the U.S.

    ·28m
  47. 47

    REIT results recap – Specialty REITs and brokerages

    This episode recaps earnings releases and trends from specialty REITs and brokerages in the U.S.

    ·36m
  48. 48

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

    Cole Perry and Omar El-Tarai analyze Altus Group's Q4 2024 CRE survey, revealing improved pricing perceptions, data centers as the top property type, high transaction intentions, and increased capital availability.

    ·20m·1 clip
  49. 49

    Dealing with distressed commercial real estate with Shlomo Chopp

    Host Omar El-Tarai interviews Shlomo Chopp, an expert with decades in commercial real estate, focusing on distressed properties and innovative solutions.

    ·59m·5 clips
  50. 50

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

    Cole Perry and Omar El-Tarai from Altus Group discuss early 2025 commercial real estate trends, starting with the Federal Reserve's Beige Book report that shows emerging optimism tempered by policy concerns, and they touch on capital markets and insights from the CREFC conference.

    ·34m·3 clips
  51. 51

    The growing case for real estate secondaries

    Hidden gem

    This episode discusses the real estate secondaries market with Chris Mouillot, Managing Director at Madison International Realty, covering capital solutions and liquidity for commercial real estate portfolios.

    Apr 16, 2026·35m·2 clips
  52. 52

    Macro moves, market metrics, and tariff talk

    Cole Perry and Omar Elturay review U.S.

    Dec 5, 2024·48m·3 clips
  53. 53

    US commercial real estate transaction trends - Q3 2024

    Cole Perry and Omar El-Turay present Altus Group's Q3 2024 Investment and Transactions Quarterly report on U.S.

    Nov 21, 2024·26m·1 clip
  54. 54

    REIT earnings recap - Q3 2024

    Cole Perry of Altus Group recaps eight public REIT earnings calls through October 25, 2024, covering industrial, office, retail, manufactured housing, gaming, and data centers.

    Oct 31, 2024·28m·1 clip
  55. 55

    Economics, elections, and the art of evading doom loops

    Cole Perry and Omar El-Turay of CRE Exchange review September inflation data, including 2.4% headline CPI, 3.3% core CPI, and 1.8% PPI, before discussing commercial real estate sentiment around the U.S.

    Oct 17, 2024·43m·4 clips
  56. 56

    Gauging commercial real estate conditions and sentiment in Q3 2024

    Oct 3, 2024·27m
  57. 57

    Unlocking private capital for CRE growth with Mat Dellorso of SEI

    Sep 19, 2024·38m
  58. 58

    Capitalizing on shifts in commercial real estate with Rich Hill of Cohen & Steers

    Sep 5, 2024·46m
  59. 59

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

    Aug 22, 2024·41m
  60. 60

    REIT results recap — Q2 2024

    Aug 8, 2024·48m
  61. 61

    Benchmarking commercial property taxes with Sandi Prendergast

    Jul 25, 2024·28m
  62. 62

    CRE data science and market dynamics with Tim Savage

    Jul 11, 2024·48m
  63. 63

    Gauging commercial real estate conditions and sentiment in Q2 2024

    Jun 26, 2024·27m
  64. 64

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

    Jun 13, 2024·47m
  65. 65

    May macro metrics and market movements

    May 30, 2024·24m
  66. 66

    Navigating REITs with Ed Pierzak of Nareit

    May 16, 2024·34m
  67. 67

    REIT results recap

    May 2, 2024·41m
  68. 68

    Succeeding in multifamily through differentiation

    Apr 11, 2024·49m
  69. 69

    Spotlight – Q1 2024 CRE industry conditions and sentiment

    Mar 28, 2024·25m
  70. 70

    The economy slows its roll — some positive notes for CRE?

    Mar 14, 2024·37m
  71. 71

    Hopes for Fed cuts dissipate – what happened?

    Feb 29, 2024·31m
  72. 72

    US industrial property trends – from Texas to the nation

    Feb 15, 2024·38m
  73. 73

    US economy sees increased odds of soft or no landing

    Feb 1, 2024·22m
  74. 74

    CRE 2024: Not negative?

    Jan 18, 2024·27m
  75. 75

    CRE debt market - past, present, future with Stephen Buschbom of Trepp

    Host Cole Perry and Omar El-Tarai interview Dr.

    Dec 14, 2023·35m
  76. 76

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

    Host Cole Perry and guests discuss commercial real estate market trends, property valuations, and investment strategies with industry expert Adriana de Alcantara.

    Dec 7, 2023·32m
  77. 77

    Spotlight: Q4 2023 CRE industry conditions and sentiment

    Dec 7, 2023·23m
  78. 78

    Odds of Fed hike slim; credit tightens; holidays boon for retail?

    Nov 30, 2023·37m
  79. 79

    World banks hit pause; consumers still in a vibecession

    Nov 16, 2023·31m
  80. 80

    US economy shows positive glimmers, but market risks still drive caution

    Nov 2, 2023·26m
  81. 81

    Sticky inflation; 3Q bank results; Altus dissects retail evolution

    Oct 19, 2023·30m
  82. 82

    Shutdown averted; consumer spending and home sales weaken

    Oct 5, 2023·19m
  83. 83

    Higher for longer; housing permits jump; consumer demand shows cracks

    Sep 28, 2023·25m
  84. 84

    Business inventories slim down; CPI trends upward; home builders make a deal

    Sep 21, 2023·17m
  85. 85

    Macro indicator rundown; NYC’s Local Law 18; Fifty Shades of Beige (Book)

    Sep 14, 2023·21m
  86. 86

    Labor signals softening: market outlook improves, but office misses the memo

    Sep 7, 2023·15m
  87. 87

    Market reacts to Fed; housing drags; retail earnings track to essentials

    Aug 31, 2023·19m
  88. 88

    Concerns of higher-for-longer rates drown out positive earnings news

    Aug 24, 2023·18m
  89. 89

    Positive earnings and economic data push out recession fears for CRE

    Aug 17, 2023·19m
  90. 90

    The future of core real estate

    Aug 10, 2023·26m
  91. 91

    Finding parallels: Our current cycle and the savings and loans crisis

    Aug 3, 2023·21m
  92. 92

    Navigating CRE cycles with Jeb Belford and Brandon Flickinger

    A panel discussion on commercial real estate macro trends, including interest rates, liquidity, and the office property market.

    Jul 12, 2023·30m
  93. 93

    US and Canada commercial real estate monthly market update — June 2023

    Jun 28, 2023·35m
  94. 94

    The impact of housing affordability on commercial real estate with Peter Norman and Omar Eltorai at Altus Group

    This episode discusses the impact of housing affordability on commercial real estate, featuring expert analysis on employment patterns, economic growth, and development trends.

    Jun 14, 2023·31m
  95. 95

    US and Canada commercial real estate monthly market update with Peter Norman and Omar Eltorai at Altus Group

    A monthly market update episode discussing recent commercial real estate trends in North America, focusing on employment growth and its impact.

    May 31, 2023·26m
  96. 96

    Welcome to the CRE Exchange Podcast

    May 15, 2023·0m