In this week's episode of The TreppWire Podcast, weunpack the mixed economic data and evolving policy rhetoric keeping markets on edge. We analyze the latest release from the Fed’s Beige Book and its implications for commercial real estate (CRE) lenders navigating an uncertain market. We cover the ongoing impact of tariffs and the International Monetary Fund's forecast, jobless claims, and the slowdown in the labor market. We lookat 2025 CMBS Issuance and Origination numbers, highlighting the property types with the most activity and the regions leading the way. We discuss Amazon's massive office lease in Midtown Manhattan, and the trends in Class Boffice space and leasing volume in NYC. We end with several office, mixed-use, and retail loans transferred to special servicing, along with a significant multifamily transaction from Cammeby’s. Tune in now.
Episode Notes
· Economic Update (0:27)
· Jobless Claims & Labor Market (9:00)
· 2025 CMBS Issuance & Origination Stats (17:03)
· Office Stories: Amazon, Manhattan Class B Office (22:49)
· Office Trading Alert: LA Office Loan (29:42)
· Mixed-Use Trading Alert: Midtown Manhattan Loan (34:09)
· Retail Trading Alert: D.C. Mall Loan (36:56)
· MultifamilyTransactions: Cammeby's Apartment Purchase (42:25)
· Programming Notes (46:08)
· Shoutouts (47:48)
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