CRE360 Morning Pulse - October 1st

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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.
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CRE360 Morning Pulse - October 1st
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