313. Tariffs, Terminations, and...Trepidation? DOGE Plays Hide & Seek, Monthly Delinquency, & Anticipatory Value Deep Dive

In this week's episode of The TreppWire Podcast, we discussthe recent economic headlines we’ve seen week after week – including inflation, tariffs and immigration – to continue to bring you fresh perspectives on why matter for the commercial real estate (CRE) markets. We discuss the GSA office property data behind the properties they want might want to sell, analyze the impact of the trade wars on the industrial market, and do a deep dive into the concept of anticipatory value. We share our latest CMBS Delinquency numbers before turning to notable credit stories from the week, including crabgrass and green shoot office stories, as well as retail and mixed-used property stories. Tune in now.

This episode is sponsored by ⁠BetterPitch.⁠ 

Episode Notes

- Economic Update: Inflation, Tariffs, ADP Job Report, Beige Book (0:27)

- GSA Office Property Data (9:59)

- Impact of Trade War on Industrial (15:34)

- Anticipatory Value 101 Segment (18:55)

- Trepp February Delinquency Report (23:33)

- Office Stories: Crabgrass & Green shoots (29:08)

- Retail Stories: Target, Staples, Natick Mall Loan (35:19)

- Mixed-Use Property Loan Extension (40:35)

- Programming Notes (41:58)

- Shoutouts (45:00)

 

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