We share the key macroeconomic signals and policy decisions affecting commercial real estate as we move into the second half of 2025. From declining retail sales and builder sentiment to insights from the latest FOMC meeting, we explore how economic headwinds are influencing CRE strategy, pricing gaps, and transaction volume.
Tune in for analysis on capital access, operational priorities, the evolving definition of real assets, and takeaways from the recent CREFC Annual Conference.
Key Moments:
01:16 Economic indicators: Retail sales
05:02 Economic indicators: Housing data
10:26 FOMC meeting highlights
14:26 Summary of Economic Projections
15:15 Major themes: Higher for longer
16:20 Major themes: Price vs. value
17:23 Major themes: Operations and cash flow
18:38 Major themes: Lumpy transactions
20:59 Major themes: Real asset merge
24:23 CREFC Annual Conference Insights
31:12 Upcoming Episodes and Data Releases
Resources Mentioned:
Advance retail sales: https://www.census.gov/retail/sales.html
NAHB Housing Market Index: https://www.nahb.org/News-and-Economics/Housing-Economics/Indices/Housing-Market-Index
FOMC Summary of Economic Projections: https://www.federalreserve.gov/monetarypolicy/fomcprojtabl20250618.htm
CREFC Annual Conference 2025 – Key takeaways: https://www.altusgroup.com/insights/crefc-annual-conference-2025-key-takeaways/
Email us - altusresearch@altusgroup.com
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