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Rates, returns, and realities for US CRE

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Manage episode 480689069 series 3663667
Content provided by Altus Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Altus Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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 Indicators

04:36 Housing Market Insights

07:49 Construction Spending Analysis

11:55 Market Movements and Earnings Season

16:20 Bank Earnings and CRE Impact

18:58 Asset Management and REITs

22:25 CREFC Survey and Future Outlook

24:54 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.aspx

FOMC Meeting - https://www.federalreserve.gov/monetarypolicy/fomcpresconf20250129.htm

Bureau of Economic Analysis - Personal Income and Outlays release - https://www.bea.gov/data/income-saving/personal-income

University 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.html

US Census Bureau’s Construction Spending release - https://www.census.gov/construction/c30/current/index.html

Thanks 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

  continue reading

61 episodes

Artwork
iconShare
 
Manage episode 480689069 series 3663667
Content provided by Altus Group. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Altus Group or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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 Indicators

04:36 Housing Market Insights

07:49 Construction Spending Analysis

11:55 Market Movements and Earnings Season

16:20 Bank Earnings and CRE Impact

18:58 Asset Management and REITs

22:25 CREFC Survey and Future Outlook

24:54 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.aspx

FOMC Meeting - https://www.federalreserve.gov/monetarypolicy/fomcpresconf20250129.htm

Bureau of Economic Analysis - Personal Income and Outlays release - https://www.bea.gov/data/income-saving/personal-income

University 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.html

US Census Bureau’s Construction Spending release - https://www.census.gov/construction/c30/current/index.html

Thanks 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

  continue reading

61 episodes

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