EP79 - From jobs to housing to the human edge in CRE
02 Oct 2025
From a 20.5% surge in new home sales and persistent affordability challenges in the existing market, to rising inflation, consumer sentiment drops, and labor market paradoxes, our hosts Omar Eltorai and Cole Perry explore how these factors are influencing CRE demand and investment strategy.
Also, special guest Dan Kudrik, Senior Director at Altus, adds his perspective on the human edge in real estate, and highlights how valuation, residual values, and transparency are evolving in the US market.
Resources mentioned:
Key moments
01:19 Latest Housing Market Data
06:29 Consumer spending and inflation insights
15:07 GDP and corporate profits analysis
18:47 Labor market trends
21:59 Special Guest: Dan Kudrik on human capital, valuations, and residual values
Our guest and hosts
Dan Kudrik
Senior Director
Altus Group
Omar Eltorai
Director of Research
Altus Group
Cole Perry
Associate Director of Research
Altus Group
Resources
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Disclaimer
This publication has been prepared for general guidance on matters of interest only and does not constitute professional advice or services of Altus Group, its affiliates and its related entities (collectively “Altus Group”). You should not act upon the information contained in this publication without obtaining specific professional advice.
A number of factors may influence the performance of the commercial real estate market, including regulatory conditions and economic factors such as interest rate fluctuations, inflation, changing investor sentiment, and shifts in tenant demand or occupancy trends. We strongly recommend that you consult with a qualified professional to assess how these and other market dynamics may impact your investment strategy, underwriting assumptions, asset valuations, and overall portfolio performance.
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