Real Estate Markets in Flux: Lending Rebounds, Industrial Shifts, and Retail Struggles

In today's episode, we explore the dynamic changes in the U.S. real estate markets. Commercial real estate lending sees a significant rebound in early 2025, while the industrial sector shifts towards a tenant-favorable environment amid rising vacancy rates. Meanwhile, the retail real estate sector grapples with challenges as retailers vacate more space than they fill. Join us for an in-depth analysis of these trends and their implications for the future.

Sources:
https://www.globest.com/2025/05/16/cre-lending-surges-42-in-first-quarter/
https://www.housingwire.com/articles/q1-2025-earnings-mortgage-real-estate-companies/
https://www.globest.com/2025/05/15/cre-bank-lending-growth-drops-to-11-year-trough/
https://eyeonhousing.org/2025/05/residential-mortgages-experience-weaker-demand-in-first-quarter/
https://www.credaily.com/newsletters/cre-lending-surges-in-q1-2025-despite-market-uncertainty/
https://www.cbre.com/insights/briefs/capital-watch-the-case-for-commercial-real-estate-amid-market-volatility
https://urbanland.uli.org/capital-markets-and-finance/may-economist-snapshot-tariffs-delays-and-rising-construction-costs
https://commercialobserver.com/2025/05/federal-reserve-powell-tariffs-2025-recession/
https://economics.bmo.com/en/publications/detail/d285b8b3-2943-4442-93fa-e758c1d7beac/
https://www.comerica.com/insights/economic-insights/monthly-outlook/may-2025-us-economic-outlook.html
https://www.worldpropertyjournal.com/real-estate-news/united-states/new-york-city-real-estate-news/commercial-real-estate-news-2025-commercial-real-estate-lending-data-cbre-2025-lending-momentum-index-cmbs-data-for-2025-james-millon-14445.php
https://rejournals.com/commercial-real-estate-sales-on-the-rise-they-are-in-most-sectors/
https://www.latimes.com/b2b/commercial-real-estate/story/socal-cre-market-report-q1-2025
https://www.instagram.com/reel/DJwkrpIPvSS/
https://www.morningstar.com/stocks/understanding-us-housing-market-2025-mortgage-rates-affordability-growth-trends
https://www.cbre.com/insights/viewpoints/understanding-obsolete-retail-space-challenges-and-opportunities
https://www.globest.com/2025/05/19/retailers-focus-on-experience-to-draw-shoppers-back-to-stores/
https://www.plantemoran.com/explore-our-thinking/insight/2025/plante-moran-realpoint/industrial-real-estate-market-report-2025-q1
https://www.ainvest.com/news/smartcentres-2025-distribution-beacon-stability-shifting-retail-landscape-2505/
https://www.credaily.com/newsletters/retail-hits-a-wall-as-store-closures-inflation-and-tariffs-stall-recovery/