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

SLOOS

Q2 2025 US CRE Investment and Transaction Quarterly report

• National transaction activity

• Pricing and pacing

• Property sectors

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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