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: 103

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/
21 shares
https://www.speakpipe.com/CREexchange
12 shares
https://www.altusgroup.com/featured-insights/cre-transactions/pricing-pacing/
11 shares

https://www.linkedin.com/in/omareltorai/
66 shares
https://www.linkedin.com/in/coleperry1/
55 shares
https://www.linkedin.com/company/altus-group/
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https://www.forbes.com/councils/forbesbusinesscouncil/2025/04/21/how-nema-real-estate-developers-can-help-drive-multifamily-housing-growth/
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Score global : 57%

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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

WSJ Economist Survey — July 2026 - https://www.wsj.com/articles/economic-forecasting-survey-archive-11617814998

FOMC Meeting Minutes — June 16–17, 2026 - https://www.federalreserve.gov/monetarypolicy/fomcminutes20260617.htm

Massachusetts YIGBY Bill — H.5562 - https://malegislature.gov/Bills/194/H5562

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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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560 billion reasons the US CRE market is finding its footing

Season 1 · Episode 92

Thursday, February 26, 2026 • Duration 52:01

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/

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

Season 1 · Episode 2

Wednesday, June 14, 2023 • Duration 31:01

The impact of housing affordability is a fast-growing concern, when housing becomes less affordable, it can change employment patterns, limit economic growth, and affect the demand for rental properties, including commercial properties.

On today’s episode, we’re joined by Peter Norman, Vice President & Chief Economist at Altus Group, and Omar Eltorai, Director of Research at Altus Group who are here to help us unpack how housing affordability affects commercial real estate in both Canada and the US.

We talk about:

- The state of housing affordability in the post-pandemic world.

- Some factors driving up the cost of housing.

- What’s happening with supply and demand for housing?

- The impact of rising costs on multi-family homes.

- What is being done to help ease the affordability pains in the housing market?

- Resources for people to stay informed about affordable housing.

Resources mentioned:

Peter Norman -

https://www.linkedin.com/in/peter-norman-20637043/

Omar Eltorai -

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

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

Season 1 · Episode 1

Wednesday, May 31, 2023 • Duration 25:38

On today's episode, we have the privilege of hosting two esteemed guests: Omar Eltorai, US Director of Research at Altus Group, and Peter Norman, Chief Economist at Altus Group. Together, we delve into the latest news and movements that are shaping the commercial real estate landscape in North America for the month of May.

With valuable insights from Eltorai and Norman, this episode shares an overview of the ever-evolving commercial real estate sector, including macroeconomic indicators, policy developments, and a deep dive into the dynamic retail property market.

We talk about:

- The strong pace of employment growth in Canada and what this means.

- The recent recovery in home sales.

- What’s happening with central banks, and how that affects housing prices and more.

- How the recent earnings calls will impact the economic narrative.

- What has been happening specifically in retail over the last few years?

- Predictions for 2023 in terms of retail and commercial real estate.

- Positive reflections on the state of commercial real estate and what the future holds.

Resources mentioned:

Peter Norman -

https://www.linkedin.com/in/peter-norman-20637043/

Welcome to the CRE Exchange Podcast

Season 1

Monday, May 15, 2023 • Duration 00:30

The CRE Exchange is your go-to podcast for all matters 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.

Whether you buy or build, assist or advise, if you are a key stakeholder in the CRE space, this show is for you.

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What the latest lending data tells us about CRE financing

Season 1 · Episode 91

Thursday, February 12, 2026 • Duration 49:58

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

Why 2026 could be a surprisingly strong year for CRE credit

Season 1 · Episode 90

Thursday, January 29, 2026 • Duration 29:16

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/

Data and policy shaping the early 2026 CRE market

Season 1 · Episode 89

Thursday, January 15, 2026 • Duration 30:48

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/

Multifamily myth busting, data, and what actually matters

Season 1 · Episode 88

Thursday, December 18, 2025 • Duration 44:11

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/

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

Podcast details

Recent rankings

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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

Shared links between episodes and podcasts

Other99+

LinkedIn58

Forbes1

RSS feed quality and score

Publication history

Latest published episodes

Similar podcasts and content

Related Shows Based on Content Similarities

Apple Podcasts

Spotify

Related Shows Based on Content Similarities

Other99+

LinkedIn58

Forbes1