EP75 - Bank resilience, consumer pessimism, multifamily momentum and more
04 Sep 2025
The latest FDIC banking profile shows resilience in CRE lending even as past-due rates improve, but consumer confidence is slipping, with inflation and job concerns weighing heavily on sentiment. At the same time, multifamily continues to absorb demand while single-family sales stall under high mortgage rates. In this episode of CRE Exchange, we connect these dots alongside fresh GDP revisions, construction spending shifts, and private market price trends. Tune in to uncover what these signals mean for CRE financing, sector strategies, and where opportunities may emerge next.
Resources Mentioned:
FDIC Quarterly Banking Profile
Q2 2025 US CRE Investment and Transaction Quarterly report
Key moments
01:13 FDIC Quarterly Banking Profile insights
05:28 Consumer confidence and sentiment analysis
08:35 Personal income and spending trends
11:30 New home sales and housing market update
13:55 GDP growth and economic indicators
16:34 Construction spending and sector analysis
19:54 Capital markets and investment trends
24:28 Non-listed CRE space and pricing trends
28:03 Upcoming events and announcements
Your hosts
Omar Eltorai
Senior Director of Research
Altus Group
Cole Perry
Associate Director of Research
Altus Group
Resources
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