Q3 surprise: Confirmations of a CRE turnaround?

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/

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#CRE #CommercialRealEstate #Property