Inorganic Growth ChallengesInorganic growth is a major part of the CDRE story and valuation, and in the current environment deals will likely be delayed, slowed, and the cost of borrowing to increase.
Organic Growth PressureThe ability to pass through costs is anticipated to be pressured along with organic growth.
Revenue Guidance2025 revenue guidance is below consensus expectations, partly due to government procurement and tariff disruptions.