The TreppWire Podcast: A Commercial Real Estate Show 313. Tariffs, Terminations, and...Trepidation? DOGE Plays Hide & Seek, Monthly Delinquency, & Anticipatory Value Deep Dive
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Mar 7, 2025 The hosts tackle the latest economic issues like inflation and tariffs, exploring their effects on commercial real estate. They dive into GSA office property data and the impact of trade wars on the industrial market. A fascinating discussion on anticipatory value offers insights into property investments. The delinquency report shows signs of improvement, while notable stories from retail and mixed-use properties reveal challenges and opportunities. Listeners gain a fresh perspective on the evolving landscape of commercial real estate.
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Global Economic Uncertainty
- Germany's plan to increase military spending caused a spike in bond yields.
- This reflects global economic uncertainty and potential CRE project delays.
GSA Property List and Market Uncertainty
- The GSA's release and retraction of potential sale properties created uncertainty in the CRE market.
- This uncertainty, along with trade wars and tariffs, adds complexity to market predictions.
Job Growth and Tariff Concerns
- The ADP private payroll report showed slower job growth, possibly due to tariff concerns.
- Despite some positive sector growth, a "wait and see" attitude prevails in corporate America.