The TreppWire Podcast: A Commercial Real Estate Show 303. Ink Meets Impact: Executive Orders, Fannie Freddie Privatization, Multifamily Data & Major Transactions
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Jan 24, 2025 Recent headlines dive into the impacts of executive orders on federal workers and housing affordability. The potential privatization of Fannie Mae and Freddie Mac raises questions about CMBS issuance. Multifamily sector trends reveal crucial data on loan maturities and delinquency rates. Noteworthy transactions include Bloomingdale’s closing its San Francisco flagship and Blackstone's purchase of the Kimpton Hotel in New York. The podcast also discusses market pressures on key properties and the changing dynamics in commercial real estate.
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Davos and CRE Optimism
- The World Economic Forum at Davos focused on US policies, including tariffs and deregulation.
- Optimism in commercial real estate (CRE) is growing, with investors like Hines targeting office distress.
Pro-Business Policies and CRE
- Trump's pro-business executive orders signal a potential new era of technology and infrastructure.
- CRE sentiment aligns with Heinz's optimism about office investments despite existing distress.
Return-to-Office Mandate Impacts
- Trump's federal worker return-to-office mandate could boost office markets, retail, and multifamily.
- Non-compliance may accelerate the 'Doge effect,' with agencies selling off unused offices.