EP25 - Hopes for Fed cuts dissipate – what happened?



29 Feb 2024

In this episode of CRE Exchange, Cole Perry, Senior Market Analyst of Altus Group, and Omar Eltorai, Director of Research of Altus Group, discuss the overall market’s return to Earth as it moderates its expectations around the pace and magnitude of the Fed rate cuts.

The team also discusses PMI, home sales, construction, and REIT earnings that portray a mixed CRE sector whose values and activity continue to be weighed down by the delay in rate cuts.

Your hosts

People - Omar Eltorai's Profile
Omar Eltorai

Senior Director of Research

Altus Group

Cole Perry's Profile
Cole Perry

Associate Director of Research

Altus Group

GettyImages

Get notified of new and relevant CRE content, articles and events

Resources

Latest insights

CRE This Week Gradient Overlay

Nov 9, 2026

CRE This Week - What's impacting the United States market?

Read more
CRE Exchange Card Banner rebrand

Nov 5, 2026

Construction lending bounces back, spreads widen, borrowers hit pause

Read more
Insight How Are Real Estate Funds Structured

Oct 13, 2026

How are real estate funds structured?

Read more
GettyImages

Oct 7, 2026

San Francisco’s AI-led multifamily recovery: Why one size does not fit all

Read more

Oct 1, 2026

7 lessons for fund managers raising capital in a selective market

Read more
insight cre inflation thumbnail image

Sep 23, 2026

CRE as an Inflation Hedge

Read more