In this week's episode of The TreppWire Podcast, we analyze March's economic indicators showing a clear split between services and manufacturing PMIs. We examine declining consumer confidence and discuss housing market dynamics including FHFA policies and inventory trends. We explore former Governor Cuomo's pivot on rent reforms as he enters the NYC mayoral race and analyze Dollar Tree's sale of Family Dollar for a fraction of its acquisition price. We break down the Trump administration's revised federal property sales strategy targeting a small fraction of the initially announced buildings. We also dive into NYC's Park Avenue development boom, led by JPMorgan's new headquarters, explain the strict foreclosure process affecting a major Stamford, CT office property, and review multifamily transactions across multiple markets. Tune in now.
Episode Notes
- Economic Update: Consumer Confidence (1:50)
- Housing Market: FHFA, Inventory, Prices (8:48)
- Cuomo Backpedals on Rent Reforms After Entering Mayoral Race (16:52)
- Forever 21 Bankruptcy & Opportunities for Malls (21:02)
- GSA’s Targeted Office Sales Strategy (25:30)
- NYC’s Park Avenue Expansion (29:30)
- Strict Foreclosure in Stamford, CT Office Property (34:10)
- Dollar Tree Selling Family Dollar Chain for $1B (36:15)
- Multifamily Transactions (40:12)
- Programming Notes (44:39)
- Shoutouts (48:42)
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