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The TreppWire Podcast: A Commercial Real Estate Show
313. Tariffs, Terminations, and...Trepidation? DOGE Plays Hide & Seek, Monthly Delinquency, & Anticipatory Value Deep Dive
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.
49:25
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Quick takeaways
- The implementation of tariffs and geopolitical events have introduced uncertainty in the commercial real estate market, necessitating strategic reassessment by investors.
- Recent data indicates a decline in CMBS delinquency rates, particularly in the office sector, suggesting potential recovery despite underlying market stress.
Deep dives
Impact of Tariffs on the Economy
The implementation of 25% tariffs has created uncertainty in global trade, affecting both domestic and international markets. The recent economic data presents a mixed picture, with the ADP report showing only 77,000 new jobs added in February, which is notably below expectations. However, resilience is still evident, particularly in the services sector, as indicated by an increase in the ISM services PMI. This complex landscape raises concerns about stagflation, which could stall economic growth and delay various commercial real estate projects reliant on government funding, such as those tied to the CHIPS Act.
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Discover
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