Latest / The TreppWire Podcast: A Commercial Real Estate Show
431. The Ghost of Hikes to Come: AI Credit Jitters, Haunted CMBS, and a $6.2B Office Bet
This episode is sponsored by InvestNext.
In this week’s episode of The TreppWire Podcast, we break down the Federal Reserve’s decision to hold rates steady, including two dissents in favor of a hike, and what it means for Treasury yields, credit spreads, and CRE. We then tour a CRE “haunted house” of market challenges, from widening data center CMBS spreads and unpaid interest climbing the capital stack in SASB deals to tenant troubles and rising hotel distress. We also unpack redevelopment hurdles at a former Sonder-operated Manhattan apartment building, the $3.3 billion construction loan…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.