Shows
Peachtree Point of ViewColliers Aaron Jodka on Commercial Real Estate Markets in 2026The commercial real estate market is experiencing a fundamental shift. After years of dislocation, we're seeing signs of stabilization, but this recovery looks different from past cycles. In a recent Peachtree Point of View conversation, Peachtree Group CEO Greg Friedman spoke with Aaron Jodka, Director of Research for U.S. Capital Markets at Colliers. In this episode, Aaron offered valuable insights into where the market is heading and what it means for investors.
Key Takeaways
Recovery Will Be Gradual: Without aggressive Fed intervention, commercial real estate values will appreciate more slowly than in previous cycles, creating...
2025-11-1323 min
GlobeSt Perspectives PodcastWho's Buying, Who's Waiting and What's Next?Commercial real estate investment sentiment is continuing to improve as investors step off of the sidelines and into the market. With a record $350 billion in dry powder waiting on the sidelines, investors are facing increasing pressure to deploy capital. Yet, about two-thirds of capital recently raised has not yet been deployed. Aaron Jodka, director of research for US Capital Markets at Colliers, said that the trend has started to change this year. Investors are getting increasingly comfortable with the market conditions — namely higher-for-longer interest rates — and investment activity started to slowly improve in the second quart...
2025-09-0517 min
The Gray Report PodcastHigh Interest Rates and the (Complicated) Multifamily RecoveryWith earnings reports from major apartment REITs sharing a similar theme of higher-than-expected performance, the multifamily investment market could heat up in the second half of the year. Expectations for interest rates, however, are less-than-optimistic, with the Federal Reserve "grappling with uncertainty" as multifamily buyers and borrowers—some of whom are approaching distress—are challenged with higher financing costs.Sources discussed in this episode:Fortune: “There’s a ‘buyer’s strike’ on U.S. assets as foreign investors can’t stomach huge deficits anymore, analyst warn” - https://fortune.com/2025/05/24/debt-crisis-foreign-buyers-strike-us-assets-deficits-treasury-bonds-dollar-selloff/Colliers: “Value Growth Signals the Start of a New Investment Cycle...
2025-05-3057 min
On the Balance Sheet®CRE and Lending Update with Aaron Jodka, ColliersIn Season 3 Episode 5, the guys are joined by Colliers Director of Research Aaron Jodka and DCG colleague Justin Bakst. The four dig into multiple topics in the commercial real estate landscape, including: why "commercial lending" can't be painted with a broad brush, differentiation between community and larger bank exposures, investor outlook on “work from home” policies, contagion fears, and why loans written today could have some tremendous upside. For more insights and ideas, visit DCG at DarlingConsulting.com or follow us on LinkedIn.
2024-05-1741 min
CRE eyes wide openInterest Rates! What does this mean for borrowers?Join Founder & CEO of 1st Service Solutions, Ann Hambly, and Aaron Jodka, National Director of Capital Markets Research for Colliers, as they discuss the hottest topic in capital markets—Interest rates. What is that doing to pricing and what does that mean for borrowing rates? Due to rising costs deals are dropping off the board while people take precautions to prepare for the unknown. Learn more about Aaron Jodka and Colliers by visiting their website https://www.colliers.com/en
2022-11-3020 min