Firm Intelligence·pe_firm

CitivestCommercial Investments

Executives1

Quotes7

ActivityMar 5 – Mar 27

Key Executives

Max Layton

Global Head of Commodities Research

Notable Quotes

Ronald Josey

Citi

“Citi analyst Ronald Josey maintained a Buy rating on DoorDash Inc. and reduced the price target on the stock from $283 to $280, which still yields almost 59% upside potential for investors despite the downward revision.”

Tyler Radke

Citi

“I reiterated a Hold rating on the stock but raised the price target from $197 to $200.”

Mike Rollings

Citi

“It’s limited the pace of which supply is coming into the market on an annual basis.”

Tier 2

Nick Joseph

Citi

“Those comments would lead us to believe that the broader M&A environment should remain more active over the next year, which we agree with.”

Tier 2

Recent Activity

Fifth Avenue Office Tower With Links to Iran Finds New Ownership

article2d ago

Key Themes

limited supply pace
cautious funding discussions
job market impact on apartments and SFRs
net absorption and vacancy trends
M&A environment activity

Market Views

national

bearish

net absorption should improve and vacancy take lower this year, setting up rents to rise in 2027

Topics Discussed

Leasing & Occupancy

Deal Network

Network building — connections appear as more deals are tracked

Sentiment Trajectory

Mar 22

Bullish Bearish Cautious Neutral

Activity Snapshots

Mar 1

deals

Apr 1

deals

End of Firm Intelligence · 7 Quotes · 1 Executives