EP64 - What the Fed, banks, and consumers are telling us about CRE’s future


We dig into the Fed’s recent meeting minutes, Q1 GDP revisions, consumer confidence trends, and the latest FDIC banking data. From inflation signals and trade tensions to CRE lending slowdowns and cooling construction activity, this episode connects the dots between the broader economy and the decisions facing market participants in 2025. Whether you're watching the labor market, pricing strategies, or borrower behavior, you’ll want to press play on this pulse check.


Resources Mentioned:

Q1 2025 US CRE Investment and Transactions Quarterly report

US CRE Transaction Analysis – Q1 2025

Multifamily sentiment rebounds as the US housing market rebalances

FOMC Minutes

OECD Economic Outlook

PCE index

Conference Board Consumer Confidence Survey

US Census Bureau Construction spending

FDIC Quarterly Banking Profile

Email us


Listen on Apple Podcasts
Listen on Spotify x px


Key moments

  • 01:28 FOMC Minutes and market reactions

  • 04:04 GDP numbers and economic projections

  • 09:15 Personal income, outlays, and consumer confidence

  • 13:55 Manufacturing and construction data

  • 19:47 FDIC Quarterly Banking Profile insights

  • 26:14 Upcoming reports and announcements

Your hosts

People - Omar Eltorai's Profile
Omar Eltorai

Director of Research

Cole Perry's Profile
Cole Perry

Associate Director of Research

GettyImages

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

Resources

Latest podcasts

CRE Exchange Thumbnail

Jun 5, 2025

EP64 - What the Fed, banks, and consumers are telling us about CRE’s future

Read more
CRE Exchange Thumbnail

May 29, 2025

EP63 - US commercial real estate transaction trends – Q1 2025

Read more
CRE Exchange Thumbnail

May 22, 2025

EP62 - Beyond the beach: Strategic multifamily investing in Florida

Read more
CRE Exchange Thumbnail

May 15, 2025

EP61 - What we can learn about multifamily investing from the Northeast and Mid-Atlantic

Read more
CRE Exchange Thumbnail

May 1, 2025

EP60 - Gen Z, AI, and the Mall: What’s driving retail real estate’s next golden age

Read more
CRE Exchange Thumbnail

Apr 24, 2025

EP59 - From data grind to deal time: CRE’s AI edge with Spencer Burton

Read more