What the Fed, banks, and consumers are telling us about CRE’s future
We dig into the Fed’s recent meeting minutes, Q1 GDP revisions, consumer confidence trends, and the latest FDIC banking data. From inflation signals and trade tensions to CRE lending slowdowns and cooling construction activity, the episode connects...
CRE Exchange: Commercial Real Estate, Property Valuations, Real Estate Analytics and Property Tax · Altus Group
Audio is streamed directly from the publisher (audio-delivery.cohostpodcasting.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
We dig into the Fed’s recent meeting minutes, Q1 GDP revisions, consumer confidence trends, and the latest FDIC banking data. From inflation signals and trade tensions to CRE lending slowdowns and cooling construction activity, the episode connects the dots between the broader economy and the decisions facing market participants in 2025. Whether you're watching the labor market, pricing strategies, or borrower behavior, you’ll want to press play on this pulse check.
Key Moments:
01:28 FOMC Minutes and market reactions
04:04 GDP numbers and economic projections
09:15 Personal income, outlays, and consumer confidence
13:55 Manufacturing and construction data
19:47 FDIC Quarterly Banking Profile insights
26:14 Upcoming reports and announcements
Resources Mentioned:
Q1 2025 US CRE Investment and Transactions Quarterly report - https://www.altusgroup.com/featured-insights/cre-transactions/
US CRE Transaction Analysis – Q1 2025 - https://www.altusgroup.com/insights/us-cre-transactions/
Multifamily sentiment rebounds as the US housing market rebalances - https://www.altusgroup.com/insights/multifamily-sentiment-rebounds-as-us-housing-market-rebalances/
FOMC Minutes - https://www.federalreserve.gov/monetarypolicy/fomcminutes20250507.htm
OECD Economic Outlook - https://www.oecd.org/en/topics/economic-outlook.html
PCE index - https://www.bea.gov/data/personal-consumption-expenditures-price-index
Conference Board Consumer Confidence Survey - https://www.conference-board.org/topics/consumer-confidence
US Census Bureau Construction spending - https://www.census.gov/construction/c30/c30index.html
FDIC Quarterly Banking Profile - https://www.fdic.gov/quarterly-banking-profile
Email us - [email protected]
Thanks for listening to the “CRE Exchange” podcast, powered by Altus Group. If you enjoyed this episode, please leave a review to help get the word out about the show. And be sure to subscribe so you never miss another insightful conversation.
#CRE #CommercialRealEstate #Property