Latest / The TreppWire Podcast: A Commercial Real Estate Show
402. The New Reality: Warsh's Fed, CRE Disruption, Apollo's Exit, & Credit Risk Transfer 101
In this week's episode of The TreppWire Podcast, we discuss Kevin Warsh's first FOMC meeting as Fed Chair and what the potential end of forward guidance means for CRE investors. We also examine Apollo's decision to wind down ARI, revisit key themes from our conversation with Scott Rechler on the "Age of Disruption" and why today's environment increasingly favors operators, explore what current office cap rates may be signaling about market sentiment, and break down credit risk transfer (CRT) and its potential impact on bank lending. We close with several notable trading alerts, including Bank…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.