The TreppWire Podcast: A Commercial Real Estate Show 302. Taxes, Transactions, 2025 Themes: Wildfire Tax Relief, Sales Transactions, & CREFC Takeaways
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Jan 17, 2025 Dive into the key takeaways from the recent CRE Finance Council conference, highlighting economic shifts and job report surprises. Explore how California’s wildfire tax challenges are impacting real estate. Get the scoop on big bank earnings and what they mean for the market. Discover intriguing trends in self-storage and lodging loans facing refinancing hurdles. Lastly, check out significant property transactions across various sectors, revealing the dynamic landscape of commercial real estate.
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Conference Sentiment
- CRE players at CREFC expressed optimism for 2025, but acknowledged unknowns like the new administration's policies.
- There was strong attendance and positive chatter, but outlooks were not overly optimistic.
CMBS Issuance Outlook
- CMBS issuance is expected to increase in 2025, potentially reaching $120 billion.
- There are concerns about the concentration of SASB issuance and the shift to shorter loan terms.
AI in CRE
- AI is gaining traction in CRE, with potential uses in document processing and automation.
- The industry has been slow to adopt new technology, but AI is viewed as transformative.