In this week's episode of The TreppWire Podcast, we analyze recent economic indicators showing mixed signals, including declining consumer confidence at an 8-month low and the Fed's expected rate path through 2025. We examine the impact of new tariffs on market volatility and discuss recent high-profile CRE deals, including Apollo's acquisition of Bridge Investment Group. We break down notable appraisal value reductions across office, mixed-use, and retail sectors, the latest Mall of America appraisal showing a 14% reduction. We also review Microsoft's pullback from datacenter leasing amid their quantum computing breakthrough and analyze a flurry of industrial sector activity across the U.S. Tune in now.
This episode is sponsored by BetterPitch
Episode Notes
- Economic Update - Consumer Confidence & Market Uncertainty (0:29)
- Mixed-Use Atlanta Value Reduction (23:41)
- Retail Value Reductions in Denver and Bloomington, MN, and a $30M transaction in Braintree, MA (29:06)
- Office: $49M financing for a midtown Manhattan office and a $38M transaction in Irvine, CA (35:06)
- Industrial: acquisitions in Uxbridge, MA, Sumner, WA, Las Vegas, Nashua, NH, and Weston, FL (37:55)
- Programming Notes (43:52)
- Shoutouts (45:19)
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