The latest FDIC banking profile shows resilience in CRE lending even as past-due rates improve, but consumer confidence is slipping, with inflation and job concerns weighing heavily on sentiment. At the same time, multifamily continues to absorb demand while single-family sales stall under high mortgage rates. In this episode of CRE Exchange, we connect these dots alongside fresh GDP revisions, construction spending shifts, and private market price trends. Tune in to uncover what these signals mean for CRE financing, sector strategies, and where opportunities may emerge next.
Key Moments:
01:13 FDIC Quarterly Banking Profile insights
05:28 Consumer confidence and sentiment analysis
08:35 Personal income and spending trends
11:30 New home sales and housing market update
13:55 GDP growth and economic indicators
16:34 Construction spending and sector analysis
19:54 Capital markets and investment trends
24:28 Non-listed CRE space and pricing trends
28:03 Upcoming events and announcements
Resources Mentioned:
FDIC Quarterly Banking Profile: https://www.fdic.gov/quarterly-banking-profile/quarterly-banking-profile-q2-2025
SLOOS: https://www.federalreserve.gov/data/sloos.htm
Q2 2025 US CRE Investment and Transaction Quarterly report
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