Afleveringen
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The first half of 2026 opened with a soft-landing story and closed with reignited inflation, sub-2% growth, and a hawkish Fed. In this midyear episode of CRE Exchange, Cole Perry and Omar Eltorai work through what did happen: four straight Fed holds, consumer confidence at its lowest in the survey's 70-plus year history, and a frozen housing market.
Omar follows with the public markets story, where REITs returned nearly 14%, and REIT M&A is on pace for its most active year in a decade, even as private CRE remained in a gradual recovery mode. The episode closes with original Altus Group research on implied versus realized growth in CRE: when buyers price in growth at acquisition, does that growth actually materialize? And does it protect value?
Key moments:
01:29 Midyear economy recap02:08 Growth and inflation shocks04:06 Consumer and labor check06:56 Housing and construction trends08:30 Fed holds and rate reality10:14 Public markets snapshot11:50 Credit and data center capital14:12 Rates macro and REIT rally19:04 Fresh labor and construction prints23:22 Implied vs realized growth research29:41 How to access our in-depth research
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For their 100th episode, Cole Perry and Omar Eltorai cover three topics relevant to the CRE landscape right now. First, a new Fed era: Kevin Warsh's first meeting signaled less transparency, five active policy task forces, and markets now pricing in one to two rate hikes by year's end. Second, the Road to Housing Act has cleared both chambers (but a presidential signing is now in question after Trump canceled the ceremony pending passage of a separate voter ID bill). The episode breaks down what the institutional SFR ban, the build-to-rent provisions, and the supply-side reforms mean for investors if and when it becomes law. Third, Omar shares findings from forthcoming research re-examining whether CRE actually functions as an inflation hedge, and where the data says it does and doesn't hold up.
Key moments
01:31 Fed holds and policy shift
07:37 ROAD to Housing Act bill timeline
10:44 What the bill changes
13:19 CRE winners and losers
17:20 Housing data pullback
21:07 Retail sales snapshot
23:34 Is CRE an inflation hedge?
33:31 Where to find our inflation hedge research
Resources mentioned
ROAD to Housing Act: https://www.banking.senate.gov/imo/media/doc/bill_text_of_the_21st_century_road_to_housing_act.pdf
FOMC meeting: https://www.federalreserve.gov/monetarypolicy/fomcminutes20260318.htm
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Zijn er afleveringen die ontbreken?
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Commercial real estate just hit an all-time high at $129 per square foot median price, however the pricing records mask stark divergences in property transaction patterns; Multifamily buildings are 23% smaller than 2019 yet selling for record prices. Older stock is outpricing newer product. Deal sizes are hitting all-time highs while building sizes shrink. The team breaks down the Q1 2026 Investment and Transactions Quarterly report to surface these inversions, and why CRE pricing showed surprising resilience through Q1’s macro shocks.
Key moments
01:31 What is the US CRE Investment and Transactions Quarterly report?
03:05 National activity trends
04:58 Deal size and property age
07:01 Pricing headlines by sector
12:05 Subtype pricing winners and losers
17:14 Pricing by property vintage
22:09 Building size and deal size records
26:34 Large deal share by sector
32:34 Key surprises and takeaways
35:35 Inflation-adjusted deal analysis
38:57 Where to find the report
Resources mentioned
US CRE Investment and Transactions Quarterly Report – Q1 2026 -
https://www.altusgroup.com/featured-insights/cre-transactions/
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US commercial real estate started 2026 on steady footing, but the story varies considerably depending on what part of the market you look at. In this episode of CRE Exchange, our hosts are joined by Alex Jaffe and Mike Amthor from Altus Group's Valuation Advisory practice to discuss Q1 2026 ODCE index results alongside REIT earnings themes. The team also takes a look at the residential market inversion between Sun Belt and gateway cities, the SoCal industrial softness that isn't clearing yet, and what fund managers are saying about 2026 and 2027 as a potential entry point for long-term capital deployment.Key moments01:27 Meet the guests02:25 ODCE data primer03:17 Q1 returns and CapEx06:38 REIT crosscheck08:43 Sector pecking order11:08 Multifamily market split13:55 Industrial soft spots16:12 SoCal strategy and REIT themes19:14 Office leasing reality22:21 Retail strength and risks28:31 Self storage spotlight31:50 Client questions and outlook35:00 Rates leverage and wrap upResources mentionedAltus’ Q1 valuation and performance trends analysis of the NCREIF ODCE Index: https://www.altusgroup.com/webinars/ncreif-odce-index-quarterly-analysis/#featured Alex Jaffe: https://www.linkedin.com/in/alexander-jaffe-mai/ Mike Amthor: https://www.linkedin.com/in/michael-amthor-40865154/
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From a 24% quarter-over-quarter rebound in lender quotes to the diverging paths of floating and fixed rate borrowers, the episode offers a data-driven read from Andrew Pabon, Director of Debt Advisory at Altus Group, on where the debt market stands today. Andrew and the CRE Exchange team also dig into the maturity wall, multifamily delinquencies hitting new highs, the lender mix leaning toward debt funds, and what the private credit stress story might mean for private credit in commercial real estate going forward. Key moments01:10 SLOOS signals02:39 Earnings call takeaways06:30 Split market outlook10:12 Benchmark rollercoaster13:47 Spreads and liquidity17:06 Collateral by property type19:57 Maturity wall risks24:22 Changes in lender mix25:21 Macro crosscurrents28:38 Private credit stress31:01 Survey invitation Resources mentionedAndrew Pabon
https://www.linkedin.com/in/andrew-pabon-15a6976/
Commercial real estate debt capital markets surveyhttps://www.altusgroup.com/featured-insights/cre-debt-capital-markets-survey-registration/
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We sit down with returning guest Shlomo Chopp, Managing Partner of Case Equity Partners, for a candid discussion about CRE distress; the causes, the workout process, and what it takes to get to resolution. Shlomo draws on more than two decades of restructuring and advisory experience to explain why fatigued capital is pulling back from existing deals, what the maturity wall actually means for borrowers and lenders in 2026 and 2027, and why good intentions can walk a borrower straight into a recourse situation. The conversation also covers Shlomo’s LinkedIn series The Road to Default, the real job of a workout advisor, and what he thinks the industry consistently gets wrong about distress.
Key moments
01:35 Shlomo’s background and firm
04:57 Why capital is pulling back
09:34 Extensions and operator reality
11:04 Office green shoots
13:58 Hope trades and rate bets
15:09 Maturity wall and data limits
19:57 Liquidity paradox and DPOs
25:54 Debt and fundamentals
27:11 Distress cycle warning
29:00 Bankruptcy and CMBS shift
34:33 Building the workout plan
37:41 Industry pitfalls and accountability
40:03 Road To Default thesis
43:58 Fixes and final takeaways
Resources mentioned
Shlomo Chopp –
https://www.linkedin.com/in/chopp/
Case Equity Partners –
https://www.caseinv.com
The Road To Default -
https://www.linkedin.com/posts/chopp_the-road-to-default-and-potentially-recourse-activity-7445125862422691840-So7x
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Most CRE professionals have heard of the secondaries market, but few understand how it actually works, or how active it's become. In this episode of CRE Exchange, host Cole Perry sits down with Chris Muoio, Managing Director of Data and Research at Madison International Realty, to unpack the mechanics of direct real estate secondaries, why liquidity needs are accelerating across property types, and what Madison's proprietary liquidity index is signaling about where the market stands today.
Key moments
01:10 Madison and direct secondaries
02:19 What is a secondary deal
04:03 Secondaries market size
06:08 Why secondaries exist
06:59 Misconceptions and control rights
08:17 Cycle tailwinds and sector rotation
10:18 Hot sectors
13:05 Liquidity crunch and fund structures
15:59 Madison Liquidity Index explained
18:00 Latest reading and what’s next
21:27 Deal flow and typical transactions
23:13 GP led secondaries and continuation
24:57 Valuation gaps and NAV discounts
30:34 Future of the secondaries market
32:26 Global differences US vs Europe
Resources mentioned
Chris Muoio
Madison International Realty
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Cole Perry and Omar Eltorai dig into the latest macro data and benchmark today's landscape against some uncomfortable historical parallels. Drawing on three major economist surveys covering more than 100 forecasters, they also map out where there's consensus, where there's divergence, and what it all means for CRE performance and capital markets.
Key moments:
00:48 Stat of the day: Commercial real estate pricing through the 1970s
02:29 70’s déjà vu
06:31 Hot PPI inflation
08:40 Fed holds rates
13:33 Housing sales slide
16:21 Wholesale inventories
18:56 Economist surveys outlook
26:19 Upcoming data and events
27:02 Catch us at the ARES conference
Resources mentioned:
Producer Price Index – February 2026 - https://www.bls.gov/news.release/archives/ppi_03182026.htm
FOMC Rate Decision – March 18, 2026 - https://www.federalreserve.gov/newsevents/pressreleases/monetary20260318a.htm
FOMC Summary of Economic Projections – March 18, 2026 - https://www.federalreserve.gov/monetarypolicy/fomcpresconf20260318.htm
New Residential Sales – January 2026 -https://www.census.gov/construction/nrs/current/index.html
Advance Economic Indicators (Wholesale Inventories) – January 2026 - https://www.census.gov/wholesale/
Survey of Professional Forecasters – Q1 2026 - https://www.philadelphiafed.org/surveys-and-data/real-time-data-research/spf-q1-2026
Wall Street Journal Economic Forecasting Survey - https://www.wsj.com/articles/economic-forecasting-survey-archive-11617814998
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Note: This episode was recorded prior to recent developments in the Middle East and the associated impact on global energy markets. Some macroeconomic context discussed in this episode reflects conditions at the time of recording.
Lenders are re-engaging, origination activity is picking up, and the market is beginning to find its footing around the wall of maturities, but rising operating expenses are outpacing rent growth in select segments, and a new set of macro uncertainties is changing the capital markets math for CRE. In this episode, we’re joined by Brian Bailey, Senior Managing Director and Head of Research at Trimont, to examine CRE debt market conditions, sector-level operating trends, and the risks the industry may be underestimating heading into 2026. Brian draws on 14 years as the Federal Reserve System's CRE subject matter expert and Trimont's $700B loan servicing portfolio to share what the data is revealing about credit conditions, expense pressures, and lender behavior across the market.
Key moments
01:29 - Brian’s career journey
07:00 - From Fed to Trimont
09:09 - Office lending sentiment
11:55 - Trimont data advantage
14:11 - Stagflation and expenses
18:20 - Capital markets inflection
22:03 - Wall of maturities
25:54 - Non-bank lending risks
29:52 - 2026 themes by sector
32:37 - Underappreciated 2026 risks
34:36 - An industry wish for transparency
Resources mentioned
Brian Bailey - https://www.linkedin.com/in/brian-bailey-1a73888/
Trimont - https://trimont.com/
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The CRE transaction market posted its first annual property count increase since 2021, industrial dollar volume surged 54%, and office may finally be finding a floor. In this episode of CRE Exchange, hosts Omar Eltorai and Cole Perry break down Q4 and full-year 2025 transaction data, pricing trends across major sectors and MSAs, and what the numbers say about where the market is heading. Featuring a special conversation with Phil Tily, Alex Jaffe, and Mike Amthor from Altus Group's advisory practice on valuation and performance trends across the ODCE Index.
Key moments
01:28 Key stat of the day and macro backdrop
05:50 Q4 and full year transactions
09:12 Velocity and pricing trends
12:36 Subsector and deal size comparisons
14:13 Geographic winners and losers
19:15 Biggest surprises in 2025
21:48 Sector shockers: retail, industrial, office
27:21 ODCE data and Q4 returns
31:46 Apartments trends and outlook
35:20 Industrial markets and SoCal repricing
40:56 Office stabilization and green Shoots
46:58 Retail resilience and mark-to-market
Resources mentioned
Phil Tily: https://www.linkedin.com/in/phil-tily-7b9a9027/
Mike Amthor: https://www.linkedin.com/in/michael-amthor-40865154/
Alex Jaffe: https://www.linkedin.com/in/alexander-jaffe-mai-31425123/
Q4 2025 US CRE Investment and Transactions quarterly report: https://www.altusgroup.com/featured-insights/cre-transactions/
Altus' Q4 valuation and performance trends analysis of the NCREIF ODCE Index: https://www.altusgroup.com/webinars/ncreif-odce-index-quarterly-analysis/#featured
Email us: [email protected]
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Bank lending standards are easing, CRE financing competition is rising, and even office is seeing selective reengagement. In this episode, our hosts, Omar Eltorai and Cole Perry, share and discuss the latest SLOOS data, earnings insights from major banks and asset managers, county-level GDP data, consumer sentiment, and small business optimism. Featuring a special conversation with Andrew Pabon, Director of Debt Advisory at Altus Group, on the latest trends from Altus Group’s Debt Capital Market Survey.
Key moments
01:47 Stat of the Day: Multifamily property age
03:09 Senior Loan Officer Opinion Survey insights
07:48 ADP employment data analysis
10:07 County-level GDP data breakdown
16:19 Consumer and business sentiment reports
20:58 Earnings season highlights
27:55 CRE Debt Capital Market Survey results with Andrew Pabon
47:02 Upcoming Data Releases and Announcements
Resources mentioned
Reonomy: https://www.altusgroup.com/solutions/reonomy/
Senior Loan Officer Opinion Survey: https://www.federalreserve.gov/data/sloos/sloos-202601.htm
ADP Employment Report: https://adpemploymentreport.com
BEA County-Level GDP & Personal Income: https://www.bea.gov/news/2026/gross-domestic-product-county-and-personal-income-county-2024
University of Michigan Consumer Sentiment: https://www.sca.isr.umich.edu/
NFIB Small Business Optimism Index: https://www.nfib.com/news/press-release/new-nfib-survey-small-business-optimism-remains-above-52-year-average/
Altus Debt Capital Market Survey: https://www.altusgroup.com/featured-insights/cre-debt-capital-markets-survey-registration/
Altus Connect: https://www.altusgroup.com/connect/
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What does the CRE credit landscape really look like heading into 2026? Cole Perry is joined by Andy Boettcher, Head of Research at Trepp, to pull back the curtain on bank lending behavior, refinancing risk, extensions, and why fears around the “maturity wall” may be overstated. Drawing on decades of experience from the Federal Reserve to today’s lending data, Andy offers a seasoned, data-driven outlook on where CRE credit is stabilizing, and where it’s still sorting itself out.
Key Moments:
01:53 Andy’s Background and career journey
07:06 From the Fed to Trepp
09:53 Macro and CRE market analysis
16:34 Bank lending vs. CMBS market
25:53 2026 forecast and predictions
27:45 Final thoughts and industry wishes
Resources Mentioned:
Andy Boettcher - https://www.linkedin.com/in/aboettcher/
Trepp - https://www.trepp.com/
Federal Reserve H.8 Report – Weekly Assets and Liabilities of Commercial Banks - https://www.federalreserve.gov/releases/h8/current/default.htm
Federal Reserve Z.1 Financial Accounts of the United States - https://www.federalreserve.gov/releases/z1/
Atlanta Fed GDPNow - https://www.atlantafed.org/cqer/research/gdpnow
New York Fed Staff Nowcast - https://www.newyorkfed.org/research/policy/nowcast
What CREFC Miami revealed about CRE debt markets in 2026 - https://www.altusgroup.com/insights/what-crefc-miami-revealed-about-cre-debt-markets-in-2026
Email us: [email protected]
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
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We examine the economic data and policy developments setting the tone for the US commercial real estate market in early 2026. Discussing what recent labor reports, GDP estimates, and financing trends suggest about growth, risk, and capital markets conditions heading into the year. The conversation also turns to housing policy, including new local initiatives and national proposals, and how these policy signals could influence supply, affordability, and investment strategy across CRE sectors.
Key Moments:
00:58 Key statistics and market trends
03:26 Economic data and labor market insights
07:56 GDP and service sector analysis
12:18 Housing market update
15:13 Consumer data and AI impact
19:03 Housing policy and national proposals
27:34 Upcoming events and announcements
Resources Mentioned:
Debt Capital Market Survey - https://www.altusgroup.com/featured-insights/cre-debt-capital-markets-survey-registration/
Altus Connect Conference - https://events.altusgroup.com/event/altus-connect-2026/summary
Job Openings and Labor Turnover Survey (JOLTS) - https://www.bls.gov/jlt/
ADP National Employment Report - https://adpemploymentreport.com/
BLS Employment Situation / December Jobs Report - https://www.bls.gov/news.release/empsit.htm
Atlanta Fed GDPNow Estimate - https://www.atlantafed.org/cqer/research/gdpnow
S&P Global US Services PMI - https://www.pmi.spglobal.com/
ISM Services PMI - https://www.ismworld.org/supply-management-news-and-reports/reports/ism-reports/
Consumer Credit (G19) - https://www.federalreserve.gov/releases/g19/current/
University of Michigan Consumer Sentiment Index - https://data.sca.isr.umich.edu/
Email us: [email protected]
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
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The biggest risk in multifamily right now isn’t oversupply, it’s misunderstanding the data. Jay Parsons joins CRE Exchange to discuss where public housing datasets fall short, why headline narratives around supply, rents, and defaults spread so quickly, and how investors should interpret conflicting signals as the market moves into its next phase.
Key moments
01:09 Jay Parsons' background and career
02:26 Evolving perspectives in rental housing
05:17 Supply and demand dynamics in multifamily housing
08:40 Demographic trends and housing preferences
11:36 Cost pressures and operational challenges
15:09 Interest rates and multifamily market impact
20:22 Affordability and nuances in rental housing
23:27 Historical context of housing affordability
25:00 Potential solutions to housing affordability
26:14 The role of GSEs in the housing market
28:51 Public vs. private data in housing
37:00 Misconceptions and myths in housing
40:50 Challenges in data collection and market segments
Resources mentioned
Jay Parsons: https://jayparsons.com/
The Rent Roll: https://podcasts.apple.com/us/podcast/the-rent-roll-with-jay-parsons/id1770512765
Email us: [email protected]
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
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Newmark’s President of Capital Markets, North America, Chad Lavender, breaks down the sector-by-sector changes that are redefining today’s capital markets. From the surge in data center demand to senior housing’s NOI outperformance and the resurgence of banks in lending, Chad share a well-defined read on where CRE capital is actually flowing, and why it matters heading into 2026.
Key Moments:
01:34 Chad Lavender's career journey
05:08 Overview of Newmark Capital Markets
07:35 Current trends in US CRE capital markets
16:40 Deep dive into alternative sectors
20:26 Healthcare and senior housing insights
25:19 Data centers and life sciences
31:39 Medical office, SFR, and BTR
36:35 Alternatives on the move and market structures
Resources Mentioned:
Chad Lavender: https://www.linkedin.com/in/chad-lavender-03551bb/
Newmark: https://www.nmrk.com/services/investor-solutions/capital-markets
Email us: [email protected]
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
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The latest wave of delayed government data is finally in, and it’s helping the CRE community reestablish a clearer view of the economy heading into 2026. Join Omar and Cole as they interpret new banking, retail, PPI, and sentiment indicators, translating them into implications for capital availability, demand, and development pipelines.
Key Moments:
01:12 Quarterly Banking Profile insights
05:49 Commercial real estate lending trends
10:36 Retail sales and economic indicators
13:02 Producer Price Index analysis
15:07 Federal Reserve's Beige Book highlights
22:42 Consumer Confidence and GDP Nowcast
28:11 Upcoming data releases and final thoughts
Resources Mentioned:
FDIC Quarterly Banking Profile - https://www.fdic.gov/quarterly-banking-profile
US Bureau of Labor and Statistics Producer Price Index - https://www.bls.gov/pPI/
US Census Bureau Advance Retail Trade Report - https://www.census.gov/retail/sales.html
Federal Reserve Beige Book - https://www.federalreserve.gov/monetarypolicy/publications/beige-book-default.htm
The Conference Board US Consumer Confidence Index - https://www.conference-board.org/topics/consumer-confidence/index.cfm
GDP Now - https://www.atlantafed.org/cqer/research/gdpnow
US Commercial Real Estate Transaction Analysis – Q3 2025 - https://www.altusgroup.com/insights/us-commercial-real-estate-transaction-analysis-q3-2025
Email us: [email protected]
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
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Our hosts, Omar Eltorai and Cole Perry, unpack an unexpectedly strong Q3 2025, one that defied seasonal norms and signaled potential momentum building across US commercial real estate. They break down what drove transaction growth, why large deals may have returned, and how pricing trends varied across sectors and major metros. Tune into this data-rich recap for valuable context heading into year-end.
Key Moments:
00:50 Overview of Q3 2025 and market environment
01:28 Macroeconomic trends and Federal Reserve actions
04:44 Credit and equity market performance
09:13 US CRE investment and transaction market in Q3
11:54 Detailed analysis of CRE pricing and pacing trends
20:20 Geographic differences in CRE market performance
25:46 Surprising trends and insights from Q3 data
Resources Mentioned:
Q3 2025 US CRE Investment and Transactions Quarterly report - https://www.altusgroup.com/featured-insights/cre-transactions/
Email us: [email protected]
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
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Every quarter, we dig into dozens of CRE earnings calls, tuning in, reading the releases, and looking for what really stands out. This time, we’re taking a different approach. Instead of focusing on individual companies, we’re pulling out the biggest themes across lenders, REITs, and brokers, from credit thawing to where capital is flowing next in 2026.
Key Moments:
01:51 Lenders' insights and trends
06:41 Retail REIT earnings highlights
11:51 Office sector analysis
18:18 Industrial sector developments
26:30 Multifamily sector review
31:15 Brokerages and asset managers outlook
41:13 Overarching takeaways
Resources Mentioned:
Email us: [email protected]
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
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Legendary New York broker Bob Knakal shares lessons from more than four decades shaping the city’s investment landscape. He discusses the founding of Massey Knakal, the power of specialization, and how zoning and policy continue to define opportunity. Knakal also explains why he’s integrating AI and data analysis into his brokerage, and why, despite political headwinds, he still believes you should never bet against New York.
Key Moments:
01:01 Meet Bob Knakal
03:24 The early days of Massey Knakal
04:50 Lessons learned and keys to success
08:14 The importance of market expertise
11:26 Founding BK Real Estate Advisors
13:14 Specialization and market changes
17:37 AI and technology in real estate
24:15 The unique challenges of the New York market
26:20 Current market cycles and trends
29:57 Impact of political changes on housing
32:42 Proposed solutions for housing issues
38:35 Future of New York real estate
Resources Mentioned:
Bob Knakal - https://www.linkedin.com/in/bobknakal/
BKREA - https://www.bkrea.com/
485-x Program - https://www.nyc.gov/site/hpd/services-and-information/tax-incentives-485-x.page
Major Capital Improvement program - https://www.nyc.gov/site/finance/property/landlords-mci.page
Individual Apartment Improvement program - https://hcr.ny.gov/apartment-iai-and-building-mci-improvements
Email us: [email protected]
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
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What if the economy could sing? The CRE Exchange team explores what the Fed’s Beige Book, homebuilder sentiment, and recent banking data reveal about the broader economy, and how those trends ripple through commercial real estate. Our hosts, Omar Eltorai and Cole Perry, then turn to Peter Norman, Altus Group’s VP and Economic Strategist, for a deep dive into Canadian economic and CRE trends.
Key Moments:
01:34 Diving into the Fed Beige Book02:21 Labor market and employment trends03:30 Consumer spending and manufacturing Insights07:25 Home Builder Confidence Index10:43 Large Bank Credit Card and Mortgage Report13:57 Manufacturing Business Outlook Survey16:31 Non-Manufacturing Business Outlook Survey20:52 Canadian CRE trends with Peter Norman43:19 Upcoming eventsResources Mentioned:
Peter Norman – https://www.linkedin.com/in/peter-norman-20637043/
2025 Canada State of the Market webinar – https://www.altusgroup.com/webinars/canada-state-of-the-market/
Federal Reserve Beige Book - https://www.federalreserve.gov/monetarypolicy/publications/beige-book-default.htm
NAHB/Wells Fargo Housing Market Index - https://www.nahb.org/news-and-economics/housing-economics/indices/housing-market-index
ISM Manufacturing PMI - https://www.ismworld.org/supply-management-news-and-reports/reports/ism-pmi-reports/pmi/september/
Philadelphia Fed Large Bank Credit Card and Mortgage Data - https://www.philadelphiafed.org/surveys-and-data/large-bank-credit-card-and-mortgage-data
Philadelphia Fed Manufacturing Business Outlook Survey - https://www.philadelphiafed.org/surveys-and-data/regionaleconomy/manufacturing/business-outlook-survey
Philadelphia Fed Nonmanufacturing Business Outlook Survey - https://www.philadelphiafed.org/surveys-and-data/regionaleconomy/nonmanufacturing/business-outlook-survey
Email us: [email protected]
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
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