CRE Exchange: Commercial Real Estate, Property Valuations, Real Estate Analytics and Property Tax – Details, episodes & analysis

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

Altus Group

Business

Frequency: 1 episode/11d. Total Eps: 107

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. bumper-verify-f47d90bf

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https://www.altusgroup.com/featured-insights/cre-transactions/
23 shares
https://www.speakpipe.com/CREexchange
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https://www.altusgroup.com/featured-insights/cre-transactions/pricing-pacing/
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https://www.linkedin.com/in/omareltorai/
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https://www.linkedin.com/in/coleperry1/
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CRE values inch higher as bigger deals drive Q2 2026

Season 1 · Episode 106

Thursday, August 27, 2026 • Duration 34:33

Omar Eltorai sits down with Mike Amthor, who leads US Performance Evaluation Analytics, and Cole Perry, Associate Director of US Research at Altus Group, to compare the Q2 2026 NCREIF ODCE Index against the Investment and Transactions Quarterly (ITQ) report. Two separate data sets, but a cohesive story: values continue a light upward trend driven by cash flow fundamentals, while transaction dollar volume climbs even as deal count still lags year-over-year. The conversation covers a capital movement from multifamily into industrial, cross-validated strength in storage and medical office, and a caveat on the office recovery narrative.

Key moments

01:55 ODCE Index explained
03:27 ITQ data overview
04:41 Q2 ODCE headlines
06:24 Q2 transactions headlines
08:04 Valuations vs deals
10:57 ODCE sector trends
13:39 Transaction sector trends
15:49 Storage and medical office
18:50 Market spotlights
23:43 New ITQ Metrics
28:08 Client pulse and outlook

Resources mentioned

Mike Amthor – https://www.linkedin.com/in/michael-amthor-40865154/
Cole Perry - https://www.linkedin.com/in/coleperry1/
Altus ODCE Index results webinar – https://www.altusgroup.com/webinars/ncreif-odce-index-quarterly-analysis
Altus US CRE Investment and Transactions Quarterly report - https://www.altusgroup.com/featured-insights/cre-transactions/

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Where is OB3 one year later, and what's next for opportunity zones?

Season 1 · Episode 105

Thursday, August 20, 2026 • Duration 39:23

A year after the One Big Beautiful Bill Act passed and with Opportunity Zones now entering a second act, the tax and structuring landscape for CRE has evolved. In this episode of CRE Exchange, Cole Perry and Omar Eltorai sit down with Lisa Knee, Managing Partner of Real Estate Services at EisnerAmper, to unpack what has changed. Lisa shares her knowledge on which OB3 provisions are impacting deals a year later, walks through the mechanics of Opportunity Zones 2.0, including the adjustment to a permanent program with rolling five-year deferrals, and discusses what she’s seeing in fund formation as investors demand more transparency and standardized reporting.

Key moments

01:18 Lisa’s role at Eisner Amper
08:56 OB3 tax bill impacts
14:00 Opportunity Zones 2.0 overview
24:19 Avoiding QOF structuring pitfalls
33:50 AI capital and city revivals
36:21 Outlook on the next 12 months
38:00 Where to follow Lisa
38:43 One industry change wish

Resources mentioned

Lisa Knee – https://www.linkedin.com/in/lisaknee/
OZ 2.0 Guidebook - https://www.eisneramper.com/insights/real-estate/transitional-guidance-on-qualified-opportunity-zones-0826/

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Treasuries up, spreads down, and office improving

Season 1 · Episode 104

Thursday, August 13, 2026 • Duration 28:23

Treasuries moved up, spreads continued to compress, and office financing costs kept improving; that's the Q2 2026 story in broad strokes, though the drama is in the details. In this episode of CRE Exchange, Cole Perry and Omar Eltorai sit down with Andrew Pabon, Altus Group's Director of Debt Advisory, to break down what the Q2 Debt Capital Markets Survey is showing. SOFR has effectively bottomed while five and ten-year Treasuries moved up 20 to 30 basis points, spread compression continued but fell short of fully offsetting those benchmark moves on fixed-rate products, and deal structuring conversations have fully repriced to a higher-for-longer world. The episode also covers a split signal in CMBS delinquency data, what the private credit stress story might mean for private CRE credit, and why office's improving financing picture comes with an important caveat.

Key moments

00:56 Market backdrop

03:08 Q2 survey shift

07:50 Rates and curve moves

11:24 Spread compression

15:26 Property type signals

19:02 Banks and lender mix

22:09 Post survey changes

23:15 Credit stress readthrough

26:15 Survey Invitation Wrap

Resources mentioned

Andrew Pabon - https://www.linkedin.com/in/andrew-pabon-15a6976/

Debt Capital Market Survey - https://www.altusgroup.com/featured-insights/cre-debt-capital-markets-survey-registration/

Capital rotation, real assets, and a new era for CRE deals

Season 1 · Episode 103

Thursday, July 30, 2026 • Duration 33:50

Capital is rotating, the line between real estate and infrastructure is blurring, and the deals getting done today look different from those of even three years ago. In this episode of CRE Exchange, Omar Eltorai sits down with Tim Bodner, who leads PwC's US and global real estate deals practice, to discuss the firm's 2026 midyear CRE outlook. They cover the real assets convergence thesis, why operational prowess is replacing cap rate compression as the primary value driver, where REIT consolidation goes from here, and how private capital is redefining the dealmaking landscape.

Key moments

02:10 Midyear outlook key shifts
03:35 Real assets convergence
07:18 Operating prowess and AI
09:07 VCs owning hard assets
10:56 Where AI gets used today
13:50 Industry bifurcation and new entrants
18:09 REIT discounts and consolidation
24:26 Private capital and capital solutions
28:27 Themes for the back half of 2026
29:51 Policy uncertainty and data centers
31:06 Lightning round and wrap

Resources mentioned

Tim Bodner - https://www.linkedin.com/in/timbodner/

Navigating the capital rotation and AI-driven convergence reshaping real estate and real assets dealmaking - https://www.pwc.com/us/en/industries/financial-services/library/asset-wealth-management-real-estate-deals-outlook.html

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Credit conditions, consumer stress, and office finding a bottom

Season 1 · Episode 102

Thursday, July 16, 2026 • Duration 44:40

The latest CRE Exchange covers a packed week of data and market. Cole Perry and Omar Eltorai work through the June CPI print, consumer credit pullback, and existing home sales data before digging into the WSJ economist survey and Fed meeting minutes, where the most notable detail is a credit market splitting between large and small borrowers. The episode closes with early Q2 bank earnings from the four largest US banks, including reserve releases on office CRE loans at Bank of America and Wells Fargo that suggest the office credit cycle may be turning, and lender scrutiny around data center financing may be growing.

Key moments

01:50 Inflation hedge data

03:13 Patriotic owners trivia

06:57 Consumer credit update

08:56 Housing and CPI prints

12:31 WSJ Economist Survey

22:59 Fed minutes breakdown

29:34 Big bank earnings takeaways

36:23 New segment: CRE Bag O’ Random!

42:38 Upcoming Calendar and Wrap

Resources mentioned

Consumer Credit — G.19 (May 2026) - https://www.federalreserve.gov/releases/g19/current/default.htm

Existing Home Sales — June 2026 - https://www.nar.realtor/newsroom/nar-existing-home-sales-report-shows-2-4-decrease-in-june

Consumer Price Index — June 2026 - https://www.bls.gov/news.release/cpi.nr0.htm

Midyear CRE recap: Growth, inflation, and the exit bet

Season 1 · Episode 101

Thursday, July 9, 2026 • Duration 31:31

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 recap
02:08 Growth and inflation shocks
04:06 Consumer and labor check
06:56 Housing and construction trends
08:30 Fed holds and rate reality
10:14 Public markets snapshot
11:50 Credit and data center capital
14:12 Rates macro and REIT rally
19:04 Fresh labor and construction prints
23:22 Implied vs realized growth research
29:41 How to access our in-depth research

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Fed shifts, ROAD to Housing Act, and CRE as an inflation hedge

Season 1 · Episode 100

Thursday, June 25, 2026 • Duration 35:14

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

US CRE pricing hits records as transaction patterns diverge

Season 1 · Episode 99

Thursday, June 11, 2026 • Duration 40:19

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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What the Q1 2026 ODCE and REIT data say about CRE right now

Season 1 · Episode 98

Thursday, May 28, 2026 • Duration 38:16

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 moments

01:27 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 up

Resources mentioned

Altus’ 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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A split market: Commercial real estate lending trends from Q1 2026

Season 1 · Episode 97

Thursday, May 14, 2026 • Duration 32:55

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 moments

01:10 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 mentioned

Andrew Pabon

https://www.linkedin.com/in/andrew-pabon-15a6976/

Commercial real estate debt capital markets survey

https://www.altusgroup.com/featured-insights/cre-debt-capital-markets-survey-registration/

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CRE Exchange: Commercial Real Estate, Property Valuations, Real Estate Analytics and Property Tax – Details, episodes & analysis

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CRE Exchange: Commercial Real Estate, Property Valuations, Real Estate Analytics and Property Tax – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

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Other99+

LinkedIn60

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