Altus Group

We're proud to celebrate Terrie-Lynne Devonish, our Chief Legal Officer and Managing Director, Canada, who was named a finalist for Canadian General Counsel of the Year at the Canadian General Counsel Awards.   Being recognized among Canada's top legal leaders is a testament to the impact Terrie has made - and continues to make - across our business. Her leadership, judgment, and commitment to Altus show up in ways both visible and behind the scenes. We had so much fun celebrating her and her accomplishments last night!   Terrie, the whole Altus team is cheering you on!

Retail on top. Office recovering asset by asset. Gateways outperforming Sun Belt in multifamily. What is the Q1 2026 ODCE data actually telling us about US CRE performance? In the latest CRE Exchange, Altus Group's Alexander Jaffe, MAI Jaffe and Michael Amthor join the show to discuss the Q1 2026 NCREIF ODCE index results alongside public market signals from REIT earnings calls. The conversation covers sector-by-sector performance, the significance of lighter CapEx spending this quarter, why vintage is dominating client conversations right now, and what the gap between ODCE stability and REIT optimism might signal for Q2. 🎧 Stream the episode: https://lnkd.in/gNcsa-cJ #CRE #commercialrealestate #realestateinvesting

Our SVP of Innovation, Michael Clawar, puts it clearly: the data problem in CRE isn't new. AI is just the latest name for a challenge the industry has been wrestling with for a decade: fragmented sources, disconnected systems, no single foundation to build on. The firms coming out ahead are the ones who sorted their data foundation first. AI becomes useful when there's something solid underneath it. That means data that doesn't stay trapped inside a single valuation model. It persists, connects, and flows across your full portfolio. For firms still running across disconnected systems, the platform you consolidate around needs to have been built with the rigour to survive auditor scrutiny, investor questions, and every revaluation cycle in between.

The broad-based improvement that defined CRE debt markets in 2025 gave way to a more divided market in Q1 2026. Analysis by Omar Eltorai and Andrew Pabon indicates that floating and fixed-rate borrowers landed in very different places, and the gap between sectors widened. Our Q1 2026 US Debt Capital Markets Survey captures 1,866 lending quotes from 110 CRE debt professionals. Read the full report - or sign up to participate in our Q2 survey - via link in comments.

Retail is outperforming. But why? While most sectors are navigating continued headwinds, retail has become one of the stronger performers in the NCREIF ODCE index. Alexander Jaffe, MAI, our US Regional Lead of Valuation Advisory, explains what's driving the sector's resilience in this clip, based on questions we received during our Q1 2026 ODCE Analysis webinar. The full webinar covers the latest performance results and sector-by-sector breakdown of one of the most closely watched benchmarks in commercial real estate. Register for our Q2 analysis or catch the Q1 recording in the comments.

We're proud to be a Platinum Sponsor at Realcomm IBcon 2026, taking place June 1-4 in San Diego. We're sponsoring the Golf Outing at Torrey Pines on June 1st (fully booked!) and the 28th Annual Digie Awards on June 3rd; we took home a Digie last year, and we're a finalist for an award this year! Looking forward to celebrating with our peers driving innovation in the CRE space. Our leadership is also taking the stage on June 3rd. Mike Gordon joins the CEOs of MRI, VTS and Yardi for a Main Stage conversation on AI and the future of CRE technology, and Michael Clawar speaks on finding truth in the data stack. All week, you'll find us at Booth #607. Whether you're thinking about data trust, scenario analysis, or the future of AI in CRE, we'd love to have that conversation with you. #RealcommIBcon #RealcommIBcon2026 #CRETech

Mike Gordon, Altus Group CEO, took the stage at the 14th annual CIBC Technology & Innovation Conference in Toronto this week to highlight Altus’ momentum in advancing its value creation plan. “Today, it’s not just about all parts of data. It’s about the structure of the data, how that data can be used and how you can make that [happen], and I feel like we’re in a very good place for that. As we go forward, that’s going to help us get to a different level of growth.” Missed the event? Click here for the replay: https://lnkd.in/eUJ8BQBC

When BKM Capital Partners set out to connect their ARGUS and Yardi data, they were building the infrastructure to support a rapidly growing portfolio and increasingly complex investor reporting requirements. Our own Vlad Starobinets sat down with Alyssa Mencel of BKM to discuss what successful data integration planning looks like, and what becomes possible on the other side. Read their full journey via link in comments. 

The case for data investment in CRE has already been made. What most firms are still figuring out is everything that comes after.   Pete Schow of UBS and Dipesh K. Shah of Stockbridge sat down with Sally A. Johnstone to discuss what separates firms that have cracked the code on execution, from those still working through it.   They get into why so much CRE data never makes it into a usable system, what the foundational work actually looks like, and where the competitive pressure is heading next.   Read further via link in comments.

Lender quotes up 24% quarter-over-quarter, multifamily delinquencies at a new high, and hotels seeing the biggest spread compression of any sector. What is the Q1 2026 CRE debt data actually telling us? Andrew Pabon, Altus Group's Director of Debt Advisory, joins the podcast to work through the results of the Q1 2026 US Debt Capital Markets Survey and what they mean for borrowers, lenders, and anyone navigating the current financing environment. The conversation covers benchmark divergence between SOFR and treasuries, the maturity wall and its current impact on client conversations, the growing role of debt funds as banks rebalance their CRE exposure, and what private credit stress may mean moving forward. 🎧 Stream the episode: https://lnkd.in/gZ7F9jEG #capitalmarkets #cre #commercialrealestate #realestateinvestment