Shifts in Commercial Real Estate Financing

In this week's episode of The TreppWire Podcast, we recap CREFC’s June Conference, where optimism stood out amid market uncertainty. We analyze the latest economic data, including how the lower-than-expected CPI print might not be enough to prompt a rate cut as the job market remains healthy. We review Trepp’s May 2025 CMBS Special Servicing report, noting that the overall rate rose for the second straight month. The episode spotlights notable CRE transactions, including industrial deals from Blackstone and Ares Management, a major office lease signed by Walmart, and Apollo’s recent apartment acquisition. Plus, we explore Live Nation’s $1B plan to build new music venues across the U.S. Tune in now.

Episode Notes:

• Economic Update (0:28)
• CREFC June Conference Recap (4:02)
• Trepp Special Servicing Report May 2025 (14:52)
• Industrial Transactions: Blackstone & Ares (19:39)
• Walmart 338K SF Office Lease in California (25:00)
• Apartment Transactions: Fort Lauderdale & Seattle (25:50)
• Live Nation's Venue Expansion Plans (35:26)
• Programming Notes (38:02)
• Shoutouts (39:05)

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