The CRE picture sharpens as delayed government data lands

The latest wave of delayed government data is finally in, and it’s helping the CRE community reestablish a clearer view of the economy heading into 2026. Join Omar and Cole as they interpret new banking, retail, PPI, and sentiment indicators, translating them into implications for capital availability, demand, and development pipelines.

Key Moments:

01:12 Quarterly Banking Profile insights

05:49 Commercial real estate lending trends

10:36 Retail sales and economic indicators

13:02 Producer Price Index analysis

15:07 Federal Reserve's Beige Book highlights

22:42 Consumer Confidence and GDP Nowcast

28:11 Upcoming data releases and final thoughts

Resources Mentioned:

FDIC Quarterly Banking Profile - https://www.fdic.gov/quarterly-banking-profile

US Bureau of Labor and Statistics Producer Price Index - https://www.bls.gov/pPI/

US Census Bureau Advance Retail Trade Report - https://www.census.gov/retail/sales.html

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

The Conference Board US Consumer Confidence Index - https://www.conference-board.org/topics/consumer-confidence/index.cfm

GDP Now - https://www.atlantafed.org/cqer/research/gdpnow

US Commercial Real Estate Transaction Analysis – Q3 2025 - https://www.altusgroup.com/insights/us-commercial-real-estate-transaction-analysis-q3-2025

Email us: altusresearch@altusgroup.com

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