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In a special live edition of The TreppWire Podcast recorded at the California MBA Western States CREF conference, we dig into why today’s CRE market can seem so contradictory and what the data says when you look beyond the national headlines. We break down the three clocks driving CRE today: proper…
In this week's episode of The TreppWire Podcast, we explore the latest economic data and what rising Treasury yields could mean for commercial real estate as the Fed weighs its next move. We dig into Bain's estimate of a $4.2 trillion AI revenue gap and what it could mean for the data center boom, …
In this week's episode of The TreppWire Podcast, we break down the Fed's unanimous 25-basis-point hike, its first increase in three years, and what a 10-year Treasury above 5% means for CRE when oil, not demand, is driving inflation. We cover a robust retail sales report, businesses struggling to s…
In this week’s episode of The TreppWire Podcast, we break down the 10-year Treasury moving above 5%, rising oil and diesel prices, persistent inflation, and the latest Fed commentary. We also dig into growing resistance around the AI buildout, from wider spreads on AI-related debt to Texas pausing …
In this special guest episode of the TreppWire Podcast, we are joined by Joey Chilelli, partner at Vanbarton Group and one of New York City's most active office-to-residential conversion developers. Joey makes the case that the split between Class A space and everything else is structural rather th…
免責: このページに埋め込まれているポッドキャストとアートワークは The TreppWire Podcast, A CRE Show からのものであり、その所有者の所有物であり、Listen Notes, Inc. と提携または承認されていません。