Latest / The TreppWire Podcast: A Commercial Real Estate Show
408. Beneath the Headlines: AI Spending, Inflation, Bank Earnings, & Austin Multifamily
Inflation cooled, bank earnings surged, and AI spending accelerated, but are the headline numbers masking what's really happening beneath the surface?
In this week's episode of The TreppWire Podcast, we discuss why softer inflation may be a head fake, what record bank earnings reveal (and what they don't), how AI infrastructure investment is creating new economic bottlenecks, and why Austin's multifamily market highlights the growing gap between occupancy and cash flow. We also break down the growing wave of data center moratoriums, walk through a Back Leverage 101 on loan-on-loan financing…
The skinny
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