Episode
Who's Buying, Who's Waiting and What's Next?
- Podcast
- GlobeSt Perspectives Podcast
- Published
- Sep 5, 2025
- Duration seconds
- 1032
- Processing state
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Summary
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 quarter. In this podcast interview, Jodka gives a deep analysis of the investment landscape, including: - Investors that are actively buying, and the ones still waiting - What needs to happen to help fuel more investment activity - Why he is optimistic that investment volumes will gain momentum next year