Rates, returns, and realities for US CRE

CRE Exchange hosts Omar Eltorai and Cole Perry discuss the latest macroeconomic news, including the Federal Reserve's recent interest rate decision, along with data on housing, construction spending, and GDP releases. They also touch on what has been moving the markets with a look at recent earnings across banks and commercial real estate firms. Finally, they share a review of sentiment findings from CREFC’s most recent Board of Governors survey, and share a round-up of all the upcoming earnings calls and releases they will be monitoring over the next week. Key Moments:00:50 Macro Update: Inflation and Economic Indicators04:36 Housing Market Insights07:49 Construction Spending Analysis11:55 Market Movements and Earnings Season16:20 Bank Earnings and CRE Impact18:58 Asset Management and REITs22:25 CREFC Survey and Future Outlook24:54 Upcoming Earnings Calls and Data Releases Resources Mentioned:CREFC Board of Governors Survey - https://www.crefc.org/cre/content/News/Items/advocacy-items/CREFCs_4Q_2024_Sentiment_Index_Highlights_Broad_Optimism_as_Market_Dynamics_Stabilize.aspxFOMC Meeting - https://www.federalreserve.gov/monetarypolicy/fomcpresconf20250129.htmBureau of Economic Analysis - Personal Income and Outlays release - https://www.bea.gov/data/income-saving/personal-incomeUniversity of Michigan Survey of Consumers - http://www.sca.isr.umich.edu/ US Census Bureau’s new residential sales release - https://www.census.gov/construction/nrs/current/index.htmlUS Census Bureau’s Construction Spending release - https://www.census.gov/construction/c30/current/index.htmlThanks for listening to the “CRE Exchange” podcast, powered by Altus Group. If you enjoyed this episode, please leave a review to help get the word out about the show. And be sure to subscribe so you never miss another insightful conversation.#CRE #CommercialRealEstate #Property