Early CRE vibes for 2025: Moderate growth and cautious optimism?

CRE Exchange: Commercial Real Estate, Property Valuations, Real Estate Analytics and Property Tax

Omar and Cole kick off this week’s episode with some recent macro releases that help set the stage for 2025, then touch on some of what's happened in the capital markets since this year started. Finally, they share a number of initial industry themes for 2025 from the recent CREFC conference in Miami, and others based on personal observations of the commercial real estate market.

Key Moments:

01:23 Federal Reserve's Beige Book insights

06:38 Capital markets and economic indicators

07:50 Small Business Optimism Index and housing data

11:26 Retail sales and market reactions

21:58 Commercial Real Estate Finance Council Conference highlights

26:13 Legislative and regulatory priorities

31:25 Upcoming episodes and announcements

Resources Mentioned:

Beige Book - https://www.federalreserve.gov/monetarypolicy/publications/beige-book-default.htm

NFIB Small Business Optimism Index - https://www.nfib.com/news-article/optimism-index-reaches-six-year-high-as-inflation-remains-top-concern/

CREFC conference – Miami - https://www.crefc.org/january2025

Q4 2024 CRE Industry Conditions and Sentiment Survey - https://www.altusgroup.com/featured-insights/us-cre-industry-conditions-and-sentiment-survey/

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#CRE #CommercialRealEstate #Property