Jeffrey Havsy is the commercial real estate industry practice lead at Moody’s Analytics, where he focuses on combining property fundamentals with economic, credit, climate, and alternative data to help lenders, investors, and operators make better decisions. He has spent his career at the intersection of economics and real estate, including roles at NCREIF and CBRE. Moody’s Analytics covers more than 600 million public and private entities worldwide and generated over $7 billion in revenue in 2025. Jeffrey is based in Needham, Massachusetts.
(02:46) From data scarcity to data curation
(03:39) What lenders and investors miss beyond property fundamentals
(05:34) Tenant credit, crime data, and truck traffic as signals
(09:16) Moody’s commercial location score explained
(12:52) Cap rates: overrated, underrated, or misused
(15:39) Moody’s MCP launch and what it means for CRE decisions
(18:32) Why Moody’s stays AI platform-agnostic
(20:44) Where the human stays in the loop
(23:33) Physical risk vs. ESG
(26:11) The hidden risks in industrial real estate
(30:06) How robotics changes what a warehouse is worth
(31:09) The one macro data point CRE ignores: productivity
(33:10) Collaboration superpower: Abraham Lincoln
Learn more:
–Visit Moody’s Analytics / Moody’s CRE
–Jeffrey Havsy on LinkedIn
Virtual Events:
–AI & Innovation Forum: Multifamily: on 9/29
–SFR / BTR Forum: on 10/22
In-person Events:
–Institutional Investors & PE Forum: in NYC on 9/16
–South Florida Capital & Development Forum: in Miami on 10/15
–Finance Forum: in NYC on 11/3
–All upcoming Commercial Observer events
Connect with Tangent:
-Edward Cohen on LinkedIn
-Zach Aarons on LinkedIn
-Tangent on LinkedIn
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