321. Be Cool: Talking Tariff Reversals & CRE Implications, Special Servicing, Industrial Transactions, & More
The TreppWire Podcast: A Commercial Real Estate Show
Navigating Market Uncertainties: Tariffs and Treasuries
This chapter examines the basis trade strategy in U.S. Treasuries and the impact of international trade dynamics, particularly Japan's treasury sales. It highlights the effects of recent tariff announcements on the commercial real estate sector and investor confidence, emphasizing market volatility. Additionally, the discussion covers challenges and opportunities in the CRE landscape, focusing on multifamily properties and the shifting perceptions of other sectors amidst economic uncertainty.
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