EP44 - 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.

Resources Mentioned:

The 5 US cities for retail investing that are most likely to outperform benchmarks

Q3 2024 US CRE Investment and Transactions Quarterly report

CRE market hits lowest transaction count since 2011 (Globe St.)

Commercial real estate recovery hinted at in report (Mortgage Professional America)

CRE investment falls to decade low, but that could soon change (Bisnow)

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