Inflation Above Target as Fed Prepares to Cut | September 2025 Inflation Brief
- The Vara Group
- Sep 26, 2025
- 1 min read
Inflation picked up in August, with Headline CPI rising 2.9% year-over-year and Core CPI up 3.1%. September’s Federal Reserve meeting delivered a 25 basis point cut and signaled further easing ahead, providing potential relief for CRE investors even as underlying cost pressures persist.
Key Findings:
🔹 Headline CPI +2.9% YoY → Core CPI +3.1% YoY
🔹 E-commerce sales +8.0% YoY → Small-bay industrial vacancy near 3%
🔹 Reduced funding costs for banks → Additional lending encouraged
Rate cuts may support CRE investment activity, but higher costs and slower job growth continue to shape sector performance.
