About this episode
Omar and Cole kick off this week’s episode with some recent macro releases that help set the stage for 2025, then touch on some of what's happened in the capital markets since this year started. Finally, they share a number of initial industry themes for 2025 from the recent CREFC conference in Miami, and others based on personal observations of the commercial real estate market. Key Moments:01:23 Federal Reserve's Beige Book insights06:38 Capital markets and economic indicators07:50 Small Business Optimism Index and housing data11:26 Retail sales and market reactions21:58 Commercial Real Estate Finance Council Conference highlights26:13 Legislative and regulatory priorities31:25 Upcoming episodes and announcements Resources Mentioned:Beige Book - https://www.federalreserve.gov/monetarypolicy/publications/beige-book-default.htmNFIB Small Business Optimism Index - https://www.nfib.com/news-article/optimism-index-reaches-six-year-high-as-inflation-remains-top-concern/CREFC conference – Miami - https://www.crefc.org/january2025Q4 2024 CRE Industry Conditions and Sentiment Survey -
