The TreppWire Podcast: A Commercial Real Estate Show · 2026-07-17 · 59 min
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 and its risks, and share an exclusive client trading alert on Chicago's Aon Center. Plus, in this week's Digging Through the Data, we break down Austin's multifamily watchlist trends, rent concessions, and what recent loan vintages reveal about the market. Tune in now. Episode notes: Economic Inflation Update: Softer CPI & PPI, a Head Fake?
412. Refinancing, Right-Sizing, & Repositioning: $5.49B in CMBS Hard Maturities, Camden Heads South, & Apollo's Austin Bet79 / 100411. Play the Ball? Bonds Threw a Curve: New York CRE Shakeups & What Super Regional Bank Earnings Mean for CRE410. The Plot Thickens: Inflation Rerun, AMC’s Comeback, Data Center Spreads and Corporate Real Estate Shifts
409. The Next Phase of CRE Capital Markets with Marty Allen of Grandbridge Real Estate Capital
407. Retail Isn't Dead, It's Evolving: From Outlet Centers to Lifestyle Destinations with Tanger’s Justin Stein