EP64 - What the Fed, banks, and consumers are telling us about CRE’s future
05 June 2025
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
Conference Board Consumer Confidence Survey
US Census Bureau Construction spending
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
Omar Eltorai
Director of Research
Cole Perry
Associate Director of Research
Resources
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