The TreppWire Podcast: A Commercial Real Estate Show 316. March CRE Madness: Transitory Bounce, Retail Rebound, FOMC Meeting & Trading Alerts
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Mar 21, 2025 The latest discussion dives into the Fed's decision to maintain interest rates, reviving the term 'transitory' amid economic uncertainty. Retail sales show an uptick, but the sector still faces challenges driven by a potential economic slowdown. Florida's proposal to eliminate property taxes adds an intriguing twist to the housing market. Significant value drops in Midtown retail properties are highlighted, and Wayfair's pivot to physical stores is worth noting. The celebration of five years of insights wraps up the conversation with reflections on market evolution.
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FOMC Impact
- The Federal Open Market Committee's decision to hold interest rates steady was expected.
- Markets responded positively, but uncertainty persists, impacting investment decisions.
Retail Sales and Economic Slowdown
- Retail sales saw an uptick in February after a decline in January, but fell short of expectations.
- Despite this, several national retailers are struggling, indicating a potential economic slowdown.
CMBS Issuance
- Despite negative economic indicators, CMBS issuance in the first quarter of 2025 significantly increased compared to the previous year.
- This suggests continued market confidence in CRE debt and transactions.