The TreppWire Podcast: A Commercial Real Estate Show 375. Fed Signals & CRE Shifts: Data Centers, Multifamily Supply Wave, & Amazon’s Big Box Move
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Jan 23, 2026 This week dives into the latest economic data and what it means for the Fed's interest rate plans. There's a fascinating look at the booming demand for data centers driven by AI, despite slowing construction in other areas. The hosts tackle the complexities behind multifamily market stress and how recent transactions reflect both optimism and challenges. Plus, get insights on Amazon's ambitious new hybrid big-box store in the suburbs — a bold move blending retail and fulfillment.
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Capital Flows Like A Spotlight
- The market is concentrating capital into assets with durable demand and near-term cash flow.
- Data centers and a few other sectors attract capital while risky rollovers face wide bid-ask gaps.
Data Centers Drive The Construction Boom
- Data centers are the lone construction bright spot because hyperscalers still face unmet AI infrastructure demand.
- Their sheer scale and expense meaningfully lift GDP and construction activity.
CRE And Infrastructure Converge
- Data centers blur CRE and infrastructure as power and grid needs become core to value.
- Owners must consider infrastructure, regulation, and contract structures beyond a standard lease.