Intro

In this week's episode of The TreppWire Podcast, we discuss retail earnings revealing a bifurcated consumer with value players like Five Below and Walmart raising guidance while restaurants struggle, and examine resilient GDP growth despite declining consumer confidence. We dive into our latest CMBS delinquency data, showing office hitting another all-time high of 11.66% and multifamily reaching a 9-year peak. We explore Starwood's $500 million industrial deal and discuss office sector momentum, including Prologis' Manhattan expansion and a unique office-to-hotel conversion proposal. We also examine multifamily transactions like Invesco's $390 million Houston portfolio financing, and apartment sales across Florida, California, and Kansas. Tune in now.

Episode notes:

• Economic Update: Retail Earnings Analysis (1:26)
• Consumer Confidence Index vs. Negative Headlines (4:51)
• Trepp CMBS Delinquency Report (12:49)
• Industrial Sector: Starwood's $500M Deal (22:05)
• Office Sector Stories & Sales Transactions (26:57)
• Multifamily Financing & Sales Transactions (35:45)
• Programming Notes (41:59)

• Shoutouts (45:10)

Questions or comments? Contact us at podcast@trepp.com

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