Navigating Market Uncertainties: Tariffs and Treasuries

In this week's episode of The TreppWire Podcast, we dive into this week's financial market volatility, exploring the impact of tariff policy changes and economic data releases while analyzing key developments with U.S. Treasuries. Drawing on insights from Trepp's Chief Economist, we examine how tariffs may influence various property sectors and the broader commercial real estate finance markets. In our property segment, we highlight Jay Parson’s research on apartment rent growth is slowing crawling back upward, and several key multifamily and industrial stories. To wrap up, we preview Trepp’s GSA data analysis on lease terminations and delve into insights from the March 2025 Special Servicing Report. Tune in now.

This episode is sponsored by ⁠BetterPitch.⁠

Episode Notes

• Economic Update (0:27)
• 10-year Treasury (5:06)
• Potential Impact of Tariffs on Various Sectors (6:40)
• Trepp Connect (in NYC) (21:50)
• Apartment Rent Growth Slowly Crawling Up (23:45)
• Multifamily Stories (27:24)
• Industrial: Blackstone & Taconic (40:47)
• Trepp GSA Coverage (45:07)
• March Special Servicing Numbers (46:36)
• Programming Notes (50:16)
• Shoutouts (51:18)

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