EP67 - CRE’s mid-year market pulse: Rates, risks, and real assets

26 Jun 2025

We share the key macroeconomic signals and policy decisions affecting commercial real estate as we move into the second half of 2025. From declining retail sales and builder sentiment to insights from the latest FOMC meeting, we explore how economic headwinds are influencing CRE strategy, pricing gaps, and transaction volume.

Tune in for analysis on capital access, operational priorities, the evolving definition of real assets, and takeaways from the recent CREFC Annual Conference.

Resources Mentioned:

Advance retail sales

NAHB Housing Market Index

FOMC Summary of Economic Projections

CREFC Annual Conference 2025 – Key takeaways

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Key moments

• 01:16 Economic indicators: Retail sales

• 05:02 Economic indicators: Housing data

• 10:26 FOMC meeting highlights

• 14:26 Summary of Economic Projections

• 15:15 Major themes: Higher for longer

• 16:20 Major themes: Price vs. value

• 17:23 Major themes: Operations and cash flow

• 18:38 Major themes: Lumpy transactions

• 20:59 Major themes: Real asset merge

• 24:23 CREFC Annual Conference Insights

• 31:12 Upcoming Episodes and Data Releases