314. The Ides of March: Retail Concerns, CMBS Issuance Update, Housing Trends & Special Servicing Moves

In this week's episode of The TreppWire Podcast, we analyze the economic data from the week, new CMBS issuance numbers, and housing trends to see if the Ides of March are proven to be turbulent again. We explore the slowdown in consumer spending across all income levels and unpack the latest CMBS issuance numbers. On the housing side, we break down insights from Trepp’s Chief Economist on understanding preferences between renting vs. buying. We discuss signs of life in the NYC office market, highlighted by Amazon’s Midtown Manhattan lease and Blackstone's commitment to investing. We close with several loans that have been transferred to special servicing, as well as retail and multifamily transactions and acquisitions. Tune in now.

Episode Notes

- Economic Update: Consumer Spending (1:00)

- CMBS Issuance Numbers (6:30)

- Understanding Housing Preferences (13:18)

- NYC Office Market Showing Signs of Life: Amazon & Blackstone (17:42)

- Big Office Stories: Onward Investors & Hammes Partners Transactions (23:09)

- Retail Green Shoot & Several Loans Transferred to Special Servicing (25:54)

- Trepp February 2025 Special Servicing Rates (28:48)

- Multifamily: Investment Activity (29:39)

- Mixed-Use SASB Loan Transferred to Special Servicer (32:07)

- Programming Notes (35:52)

- Shoutouts (37:36)

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