What the latest lending data tells us about CRE financing

Bank lending standards are easing, CRE financing competition is rising, and even office is seeing selective reengagement. In this episode, our hosts, Omar Eltorai and Cole Perry, share and discuss the latest SLOOS data, earnings insights from major banks and asset managers, county-level GDP data, consumer sentiment, and small business optimism. Featuring a special conversation with Andrew Pabon, Director of Debt Advisory at Altus Group, on the latest trends from Altus Group’s Debt Capital Market Survey.

Key moments

01:47 Stat of the Day: Multifamily property age

03:09 Senior Loan Officer Opinion Survey insights

07:48 ADP employment data analysis

10:07 County-level GDP data breakdown

16:19 Consumer and business sentiment reports

20:58 Earnings season highlights

27:55 CRE Debt Capital Market Survey results with Andrew Pabon

47:02 Upcoming Data Releases and Announcements

Resources mentioned

Reonomy: https://www.altusgroup.com/solutions/reonomy/

Senior Loan Officer Opinion Survey: https://www.federalreserve.gov/data/sloos/sloos-202601.htm

ADP Employment Report: https://adpemploymentreport.com

BEA County-Level GDP & Personal Income: https://www.bea.gov/news/2026/gross-domestic-product-county-and-personal-income-county-2024

University of Michigan Consumer Sentiment: https://www.sca.isr.umich.edu/

NFIB Small Business Optimism Index: https://www.nfib.com/news/press-release/new-nfib-survey-small-business-optimism-remains-above-52-year-average/

Altus Debt Capital Market Survey: https://www.altusgroup.com/featured-insights/cre-debt-capital-markets-survey-registration/

Altus Connect: https://www.altusgroup.com/connect/