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, the 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. Key Moments:01:28 FOMC Minutes and market reactions04:04 GDP numbers and economic projections09:15 Personal income, outlays, and consumer confidence13:55 Manufacturing and construction data19:47 FDIC Quarterly Banking Profile insights26:14 Upcoming reports and announcements Resources Mentioned:Q1 2025 US CRE Investment and Transactions Quarterly report - https://www.altusgroup.com/featured-insights/cre-transactions/US CRE Transaction Analysis – Q1 2025 - https://www.altusgroup.com/insights/us-cre-transactions/Multifamily sentiment rebounds as the US housing market rebalances - https://www.altusgroup.com/insights/multifamily-sentiment-rebounds-as-us-housing-market-rebalances/FOMC Minutes - https://www.federalreserve.gov/monetarypolicy/fomcminutes20250507.htmOECD Economic Outlook - https://www.oecd.org/en/topics/economic-outlook.htmlPCE index - https://www.bea.gov/data/personal-consumption-expenditures-price-index Conference Board Consumer Confidence Survey - https://www.conference-board.org/topics/consumer-confidenceUS Census Bureau Construction spending - https://www.census.gov/construction/c30/c30index.htmlFDIC Quarterly Banking Profile - https://www.fdic.gov/quarterly-banking-profileEmail us - [email protected] 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