The TreppWire Podcast: A Commercial Real Estate Show · 2026-07-31 · 56 min
In this week's episode of The TreppWire Podcast, we unpack a week of mixed market signals as the Fed held rates steady, but the bond market told a different story. We discuss what the market's reaction says about inflation, interest rates, and the outlook for CRE financing. We also cover a series of major New York City real estate stories, including new stop-work orders at office-to-residential conversion projects, Macy's decision to remove its iconic Herald Square shopping bag sign, the latest on the Flatiron Building's luxury residential conversion, and the rollout of the city's new pied-à-terre tax database. Finally, we break down super regional bank earnings to assess what they reveal about CRE lending and credit availability, before discussing the latest data center developments, from AI-driven market volatility and power constraints to tenant credit risk, and another massive project announcement. Tune in now.
412. Refinancing, Right-Sizing, & Repositioning: $5.49B in CMBS Hard Maturities, Camden Heads South, & Apollo's Austin Bet79 / 100410. 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 408. Beneath the Headlines: AI Spending, Inflation, Bank Earnings, & Austin Multifamily
407. Retail Isn't Dead, It's Evolving: From Outlet Centers to Lifestyle Destinations with Tanger’s Justin Stein