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CRE360 Morning Pulse - October 1st

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Manage episode 509522694 series 3687645
Content provided by Omid Shahbazian. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Omid Shahbazian or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In today’s CRE360 Signal Daily Brief for Friday, September 26, 2025:

  • Trophy property values tick higher for the second straight month, signaling early recovery at the top end of the market.
  • Tariffs push construction costs up nearly 5%, delaying new projects.
  • The hospitality workforce surges beyond pre-COVID levels — but at a 35% higher wage bill.
  • U.S. hotels see RevPAR dip as occupancy softens, especially in major markets.

🛠 Plus, our CRE360 Take: what investors, lenders, and developers should focus on as pricing bifurcates, construction costs escalate, and hospitality margins tighten.

🔭 Outlook: Fed signals, trade policy, and holiday travel will define the next quarter.

Research-driven. AI-backed. Built for operators.

  continue reading

44 episodes

Artwork
iconShare
 
Manage episode 509522694 series 3687645
Content provided by Omid Shahbazian. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Omid Shahbazian or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In today’s CRE360 Signal Daily Brief for Friday, September 26, 2025:

  • Trophy property values tick higher for the second straight month, signaling early recovery at the top end of the market.
  • Tariffs push construction costs up nearly 5%, delaying new projects.
  • The hospitality workforce surges beyond pre-COVID levels — but at a 35% higher wage bill.
  • U.S. hotels see RevPAR dip as occupancy softens, especially in major markets.

🛠 Plus, our CRE360 Take: what investors, lenders, and developers should focus on as pricing bifurcates, construction costs escalate, and hospitality margins tighten.

🔭 Outlook: Fed signals, trade policy, and holiday travel will define the next quarter.

Research-driven. AI-backed. Built for operators.

  continue reading

44 episodes

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