Latest / The TreppWire Podcast: A Commercial Real Estate Show
425. The Payoff Problem: Rising Yields, $4.7B in Hard Maturities, & AI’s $4.2T Revenue Gap
In this week's episode of The TreppWire Podcast, we explore the latest economic data and what rising Treasury yields could mean for commercial real estate as the Fed weighs its next move. We dig into Bain's estimate of a $4.2 trillion AI revenue gap and what it could mean for the data center boom, revisit New York City's pied-à-terre tax, and examine how rising construction costs are putting development projects on hold. In Digging Through the Data, we analyze $4.7 billion in October CMBS hard maturities, including the growing disconnect between loans that remain current today and those that…
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