CRE Exchange: Commercial Real Estate, Property Valuations, Real Estate Analytics and Property Tax Macro moves, market metrics, and tariff talk
Our hosts, Omar Eltorai and Cole Perry, share a round-up of the latest macroeconomic indicators, upcoming policy changes, and CRE market matters both present and future. During the episode, they review US economic releases covering GDP, inflation, housing, construction, and manufacturing data; discuss upcoming moves by the incoming administration, including potential effects of tariffs planned for the new year; and analyze recent retail earnings calls along with preliminary retail data for Black Friday. They wrap up with some observations and important questions about the market outlook for 2025.
Key Takeaways:
00:48 - Macro releases: GDP, inflation, and more
05:31 - Housing and construction data insights
10:47 - Policy and market reactions
14:44 - Potential tariffs in 2025
19:32 - Credit and equity market updates
29:16 - Retail sector performance and Black Friday data
37:11 - Looking ahead to 2025
43:59 - Upcoming earnings calls and economic data
45:26 - Announcement and closing remarks
Resources Mentioned:
Q3 2024 US CRE Investment and Transactions Quarterly report
- US commercial real estate investment trends and transaction volume: https://www.altusgroup.com/featured-insights/cre-transactions/
- US commercial real estate investment sales - pricing and pacing: https://www.altusgroup.com/featured-insights/cre-transactions/pricing-pacing/
- US commercial real estate investment sales - property sectors: https://www.altusgroup.com/featured-insights/cre-transactions/property-sectors/
- US commercial real estate investment sales - markets: https://www.altusgroup.com/featured-insights/cre-transactions/markets/
The 5 US cities for retail investing that are most likely to outperform benchmarks - https://www.altusgroup.com/insights/5-us-cities-for-retail-investing-to-outperform-benchmarks/
CRE market hits lowest transaction count since 2011
Commercial real estate recovery hinted at in report
CRE investment falls to decade low, but that could soon change
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#CRE #CommercialRealEstate #Property