In this week's episode of The TreppWire Podcast, we break down a busy week of economic data as markets look ahead to the Fed’s next meeting and reset expectations for 2026 interest rates. We also cover policy headlines out of Davos that are adding uncertainty around taxes, credit, and regulation. In commercial real estate, we spotlight the growing divide between slowing construction activity and strong data center investment driven by AI demand. We explain why data centers continue to outperform, unpack the nuances behind multifamily distress, and review recent deals that reveal both optimism and trouble across the market. We close with Amazon’s plan for its largest physical retail store yet — a 230,000‑square‑foot big‑box location in the Chicago suburbs. Tune in now.
Episode notes:
- Economic Update (0:29)
- Market Uncertainties (4:03)
- CRE Construction: Data Centers & More (15:29)
- Transition Between CRE & Infrastructure (24:26)
- Supply Wave on the Multifamily Market (32:37)
- Amazon's Giant Hybrid Retail Store (43:41)
- Programming Notes (49:19) Shoutouts (51:34)
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