CRE 360 Signal™ Morning Pulse – December 1st, 2025

In this episode of CRE 360 Signal™ rate clarity is finally emerging — just as construction costs begin drifting upward again. We break down why a potential December 2025 rate cut may improve timing but won’t immediately fix project economics, and how long-end yields continue to shape refinance outcomes, cap rates, and development feasibility.We dig into the renewed rise in U.S. construction input costs, shifting contractor sentiment, and what this means for 2026 project starts. From budget creep and procurement delays to tighter underwriting standards, this episode explores the growing “feasibility squeeze” developers must navigate.The takeaway is clear: rate relief helps — but cost discipline determines the outcome. Tune in for the insights operators need to stay ahead of the 2026 feasibility landscape.