The TreppWire Podcast: A Commercial Real Estate Show 359. CRE Playbook: Navigating the Shutdown, AWS Outage & AI Shifts, and Bad Bank Loans?
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Oct 24, 2025 This week dives into the fallout from the AWS outage, exposing infrastructure risks that could affect the commercial real estate landscape. Discussions also explore the rising influence of AI, from automation's impact on jobs to how it's changing workflows. In banking news, a dramatic drop in Zions Bancorporation's valuation raises eyebrows over loan fraud allegations. Additionally, notable real estate transactions spark conversation about market trends, including a significant Dallas office sale and a sharp valuation cut for a New Hampshire mall.
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Liquidity Over Yield Dominates Decisions
- Investors are trading return for control by favoring liquidity and tighter structures over blind yield chasing.
- Sponsors and lenders now prioritize 12–24 month cash‑flow visibility and resilience when underwriting deals.
Operational Risk Is Investment Risk
- The AWS outage highlighted operational and vendor concentration as core investment risks, not just physical asset issues.
- Diligence now expands to data continuity, vendor concentration, and power resiliency across property types.
Underwrite For Today And Preserve Optionality
- Keep dry powder and underwrite deals to today's debt market conditions, not historical ones.
- Prioritize optionality and downside control to be first to move when windows open.