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: altusresearch@altusgroup.com



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: altusresearch@altusgroup.com

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

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: altusresearch@altusgroup.com

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