From a 20.5% surge in new home sales and persistent affordability challenges in the existing market, to rising inflation, consumer sentiment drops, and labor market paradoxes, our hosts Omar Eltorai and Cole Perry explore how these factors are influencing CRE demand and investment strategy.

Also, special guest Dan Kudrik, Senior Director at Altus, adds his perspective on the human edge in real estate, and highlights how valuation, residual values, and transparency are evolving in the US market.

Key moments

• 01:19 Latest Housing Market Data
• 06:29 Consumer spending and inflation insights
• 15:07 GDP and corporate profits analysis
• 18:47 Labor market trends
• 21:59 Special Guest: Dan Kudrik on human capital, valuations, and residual values

Resources mentioned

• New Home Sales: https://www.census.gov/construction/nrs/index.html
• Existing home sales: https://www.nar.realtor/research-and-statistics/housing-statistics/existing-home-sales
• PCE: https://www.bea.gov/data/personal-consumption-expenditures-price-index
• GDP: https://www.bea.gov/data/gdp/gross-domestic-product
• University of Michigan’s Consumer Sentiment Index: https://www.sca.isr.umich.edu/
• JOLTS: https://www.bls.gov/jlt/
• Dan Kudrik: https://www.linkedin.com/in/danielkudrik/
• Email us: altusresearch@altusgroup.com

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