This week, hosts Dan Gable (CEO, J+G Companies) and Matt Bastnagel (Director of Research and Marketing) discuss the most recent data on consumer sentiment, an update on multifamily capital markets, and a recent Federal Reserve paper on extend and pretend practices in commercial real estate lending.
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Sources discussed in this clip:
The Conference Board: “US Consumer Confidence Edged Downward in May” - https://www.conference-board.org/topics/consumer-confidence/
University of Michigan: “Consumer Sentiment, May 2026” - https://www.sca.isr.umich.edu/
Newmark: “1Q26 U.S. Multifamily Capital Markets Conditions & Trends” - https://www.nmrk.com/insights/market-report/1q26-u-s-multifamily-capital-markets-conditions-trends
Colliers: “Q1 Capital Markets Report: U.S. Multifamily Enters a Rebalancing Phase” - https://www.colliers.com/en/research/dmc-nrep-uscm-usmf-colliers-capital-markets-multifamily-report-2026-q1
Federal Reserve Board: “Pretend or Amend? On Evergreening in CRE” - https://www.federalreserve.gov/econres/feds/files/2026025pap.pdf
NOTE: This podcast is for informational/educational purposes only. This is not an offer to invest.