NAIOP Podcast: Inside CRE
Inside CRE features interviews with commercial real estate leaders who share industry and career insights. NAIOP, the Commercial Real Estate Development Association, is the development industry’s leading source for education, advocacy and connections that drive your business forward. Inside CRE is brought to you by CLA.
To learn more about NAIOP and join a network of over 21,000 commercial real estate professionals, visit www.naiop.org.
NAIOP Podcast: Inside CRE
Mark Roberts, Crow Holdings
Mark Roberts, managing director of research at Crow Holdings, joins the podcast to share his insights – from macroeconomic trends to individual asset classes. He sees current valuation lags in open-end funds as a rare investment opportunity and predicts inflation will fall below 2% by year’s end. Roberts remains optimistic about the economy, citing strong household balance sheets, business investment, and low credit spreads. He highlights opportunities in retail, moderate-sized industrial assets, and select multifamily markets like Chicago and Miami, while advising caution in overbuilt metros like Austin and Phoenix. Emphasizing solid research and current market data over headlines, he concludes that real estate is poised to outperform bonds for the first time in years. Recorded on July 9, 2025.
