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Rates spike, spreads diverge, and power infrastructure reshapes industrial
Season 1 Episode 109
Cole Perry and Omar Eltorai work through the latest economic data that's reshaping commercial real estate: labor weakening in office sectors, constru…
1 day, 11 hours ago
AI in CRE: What's real, what's hype, and what readiness looks like
Season 1 Episode 108
Om ar Eltorai and Cole Perry sit down with Michael Clawar, Senior Vice President of Innovation at Altus Group, to talk about where AI is creating rea…
2 weeks, 1 day ago
Labor data diverges, data centers dominate Beige Book, CRE implications from bond rout
Season 1 Episode 107
Cole Perry and Omar Eltorai break down a data-heavy week for the US economy and what it means for commercial real estate. They cover the latest const…
4 weeks, 1 day ago
CRE values inch higher as bigger deals drive Q2 2026
Season 1 Episode 106
Omar Eltorai sits down with Mike Amthor, who leads US Performance Evaluation Analytics, and Cole Perry, Associate Director of US Research at Altus Gr…
1 month, 1 week ago
Where is OB3 one year later, and what's next for opportunity zones?
Season 1 Episode 105
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 ha…
1 month, 2 weeks ago
Treasuries up, spreads down, and office improving
Season 1 Episode 104
Treasuries moved up, spreads continued to compress, and office financing costs kept improving; that's the Q2 2026 story in broad strokes, though the …
1 month, 3 weeks ago
Capital rotation, real assets, and a new era for CRE deals
Season 1 Episode 103
Capital is rotating, the line between real estate and infrastructure is blurring, and the deals getting done today look different from those of even …
2 months, 1 week ago
Credit conditions, consumer stress, and office finding a bottom
Season 1 Episode 102
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 pullbac…
2 months, 3 weeks ago
Midyear CRE recap: Growth, inflation, and the exit bet
Season 1 Episode 101
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 episod…
3 months ago
Fed shifts, ROAD to Housing Act, and CRE as an inflation hedge
Season 1 Episode 100
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 …
3 months, 2 weeks ago