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The CRE picture sharpens as delayed government data lands
Description
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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