EP55 - Rate updates, retail resilience, and housing pipelines
27 Mar 2025
We break down the Federal Reserve’s latest rate decision, the release of their minutes, the press conference, and the updated Summary of Economic Projections. We’ll also take a look at key macroeconomic highlights from the past week, including retail sales, housing data, and insights from regional Fed surveys and indices. Finally, we sift for some key takeaways from the Mortgage Bankers Association’s Q4 2024 report on commercial mortgage debt outstanding.
Resources Mentioned:
Advance Monthly Sales For Retail And Food Services, February 2025
Monthly New Residential Construction, February 2025
Empire State Manufacturing Survey
Philly Fed Manufacturing Business Outlook Survey
Mortgage Bankers Association’s Commercial/Multifamily Mortgage Debt Outstanding quarterly report
Key moments
01:36 Federal Reserve Rate Decision and Economic Projections
06:27 Impact on Commercial Real Estate
08:18 Macro Highlights: Retail Sales and Housing Data
10:44 Manufacturing Indexes and Industrial Real Estate
19:41 Financial Conditions and Stress Indexes
24:18 Mortgage Bankers Association Q4 Report
29:07 Upcoming Conferences and Events
Your hosts
Omar Eltorai
Director of Research
Cole Perry
Associate Director of Research
Resources
Latest podcasts
Aug 14, 2025
EP73 - CRE’s mid-year earnings themes: Market insights across sectors and players
Aug 7, 2025
EP72 - Q2 REIT earnings: What we're seeing across industrial, retail, office and multifamily
Jul 31, 2025
EP71 - Proptech at a crossroads: Data, M&A, and the quest for vertical integration
Aug 14, 2025
EP73 - CRE’s mid-year earnings themes: Market insights across sectors and players
Aug 7, 2025
EP72 - Q2 REIT earnings: What we're seeing across industrial, retail, office and multifamily
Jul 31, 2025
EP71 - Proptech at a crossroads: Data, M&A, and the quest for vertical integration