Moody's Q1 2025 CRE Quarterly Economic Briefing: A Destabilized Recovery

With moderating new supply, resilient demand, and growing interest rate consensus, late 2024 commercial real estate activity had entered into the early stages of recovery. Stabilizing occupancy rates and the return of rent growth, property sales and loan originations were common among property types and geographies.

Fast forward just a few short months, and a global economy upended by rapidly changing trade policy has destabilized that recovery. With uncertainty abound, how has our CRE outlook changed and what indicators are we looking at to help tell this new story?

This briefing by Moody’s CRE economists will describe what is next for the economy and CRE industry. We hope you enjoy!

Watch Here