The CRE picture sharpens as delayed government data lands
04 Dec 2025
The latest wave of delayed government data is finally in, and it’s helping the CRE community reestablish a clearer view of the economy heading into 2026. Join Omar and Cole as they interpret new banking, retail, PPI, and sentiment indicators, translating them into implications for capital availability, demand, and development pipelines.
Resources mentioned:
FDIC Quarterly Banking Profile
US Bureau of Labor and Statistics Producer Price Index
US Census Bureau Advance Retail Trade Report
The Conference Board US Consumer Confidence Index
Key moments
01:12 Quarterly Banking Profile insights
05:49 Commercial real estate lending trends
10:36 Retail sales and economic indicators
13:02 Producer Price Index analysis
15:07 Federal Reserve's Beige Book highlights
22:42 Consumer Confidence and GDP Now
28:11 Upcoming data releases and final thoughts
Your hosts
Omar Eltorai
Senior 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.
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