Resilience and Challenges in the Commercial Real Estate Market

In this week's episode of The TreppWire Podcast, we examine Moody's downgrade of the US credit rating alongside mixed economic signals including hotter-than-expected PPI data and declining consumer sentiment. We analyze diverging retail performance with Walmart showing resilience while Target struggles with falling transactions, and discuss retail property stories including mall challenges and positive leasing activity. We highlight office green shoots with a major Manhattan acquisition while covering significant value reductions across multiple markets. We explore government lease portfolio challenges amid DOGE initiatives, examine a major mixed-use value reduction, and close with a large Phoenix hotel sale marking one of the year's biggest lodging transactions. Tune in now.

Episode Notes:

• Economic Update & Moody's Downgrade (0:28)

• Retail Earnings & Tariff Impact (10:28)

• Retail Stories & Trading Alerts (16:40)

• Office Green Shoots: Manhattan Deals (23:28)

• Office Trading Alerts & Value Reductions (27:16)

• Mixed-Use Trading Alert: Chicago (40:12)

• Lodging Transaction: Phoenix Hotel Sale (44:53)

• Programming Notes (46:21)

• Shoutouts (48:12)

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