In this week’s episode of The TreppWire Podcast, we break down the Fed’s 25-basis-point rate cut and the continued banking consolidation trend, including Huntington’s acquisition of Cadence Bank. We discuss Amazon’s 14,000 layoffs amid its AI push and how that shift impacts office demand and data centers. We also review Trepp’s new report on the $4.8 trillion CRE debt universe, which details who holds the debt and when it comes due. We cover the October CMBS delinquency rate increase to 7.4% and highlight a Texas multifamily loan default. We wrap up with multifamily sales in Florida and Georgia and two office trading alerts. Tune in now.
Episode notes:
- Economic Update: Fed Cuts Rates & Continued Government Shutdown (1:42)
- Bank Consolidations: Huntington’s Acquisition of Cadence Bank (23:24)
- $4.8T CRE Debt Universe Report: Trepp (25:47)
- CMBS Delinquency Rate October 2025: Office Hit Another All-Time High (32:55)
- Two-Year-Old Texas Apartment Loan Transferred to Special Servicing (35:45)
- Multifamily Transactions in Palm Beach & Atlanta (41:29)
- Office Trading Alerts in Silicon Valley & Seattle (48:49)
- Programming Notes (51:20)
- Shoutouts (53:45)
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