EP14 - Shutdown Averted - Consumer Spending And Home Sales Weaken
05 Oct 2023
On this week's episode of the CRE Exchange podcast, Cole Perry and Omar Eltorai cover the latest US economic print, including consumer signals from Costco, CarMax and Carnival's earnings reports.
Additionally, they discuss the current housing trends in San Francisco and the rest of the country. Lastly, they share some observations from the CREFC Capital Markets Conference that took place last week.
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



