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 already been reported. We'll go sector by sector, calling out key takeaways that we noted on a handful of these company calls.

Key highlights:



02:20 Industrial REIT results.

07:28 Office REIT results.

18:46 Retail REIT results.

27:05 Multifamily REIT results.

32:43 Multifamily adjacent - self-storage results.

36:26 Mortgage REIT results.

38:32 Upcoming REIT earnings calls.

39:13 Upcoming macroeconomic updates.

Resources Mentioned:

Cole Perry -

https://www.linkedin.com/in/coleperry1/

Omar Eltorai -

https://www.linkedin.com/in/omareltorai/

Thanks 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

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 strategy has kept them nimble and opportunity-rich over the past few years.

Key Takeaways:

00:55 Introducing Darren Fisk and Jay Miller.

02:56 The story behind the founding of Forum Investment Group.

09:12 Forum’s philosophy, evolution and key milestones.

20:02 Team and talent dynamics at Forum.

22:48 From equity to debt — creating and delivering diverse investment strategies at Forum.

27:45 Forum’s approach to identifying and assessing opportunities.

31:49 How are the macro and micro-level impacting Forum’s decision-making process?

33:48 What characterizes Forum’s next phase of growth?

38:13 Are there concerns for the multifamily market?

42:29 Major events or catalysts that Forum’s watching out for.

46:04 If you could snap your fingers and change something in the industry, what would it be?

Resources mentioned:

Forum Investment Group -

https://www.forumre.com/

Darren Fisk -

https://www.linkedin.com/in/dfiskforumre/

Jay Miller -

https://www.linkedin.com/in/james-miller-0bba47114/

Thanks 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

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 Canada and provides valuable insights on market sentiment, conditions, metrics and other issues affecting the CRE industry.

Key Takeaways:

01:01 What is the CRE Industry Conditions and Sentiment Survey.

01:56 Expectations for recession.

04:07 Shifts in capital deployment.

05:17 Cost of capital expectations for CRE.

07:17 Capital availability for CRE.

08:38 Perception of pricing and competition.

09:59 Operating environment expectations.

10:59 Transaction intentions.

12:56 Top concerns for CRE.

13:50 ESG’s place in CRE.

16:12 Biggest survey takeaway.

19:11 Biggest survey surprise.

22:56 Participating in the survey.

Resources Mentioned:

Commercial Real Estate Industry Conditions and Sentiment Survey:

Omar Eltorai - https://www.linkedin.com/in/omareltorai/

Cole Perry - https://www.linkedin.com/in/coleperry1/

US Q1 2024 results - https://www.altusgroup.com/insights/cre-industry-conditions-and-sentiment-survey-us-q1-2024/

Canada Q1 2024 results - https://www.altusgroup.com/insights/cre-industry-conditions-and-sentiment-survey-canada-q1-2024/

A request for your participation in our quarterly survey

Your participation is instrumental in shaping the narrative of the commercial real estate landscape, please support this survey program by sharing your perspective on our next installment of the CRE Industry Conditions and Sentiment survey.

Participate in the survey

Thanks 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