The TreppWire Podcast: A Commercial Real Estate Show

337. Wait-and-See or Cut-and-Run? The Fed's Dilemma, Political Impacts on CRE, Office Distress Opportunities & More


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In this week's episode of The TreppWire Podcast, we explore economic trends, the Fed’s policy dilemma, and government impacts on real estate, including NYC rent regulation. We highlight office real estate investment opportunities, particularly how low-occupancy properties in strong MSAs could present attractive, discounted buying opportunities. We also discuss consumer sentiment, tariff concerns, and why retailers continue to expand. Additional highlights include the conversion of a class C office building at 64 Fulton Street in Manhattan into residential units, a delinquent loan with major WeWork exposure, Kroger store closures, as well as notable multifamily transactions. Tune in now.


This episode is sponsored by CREi Summit.


Episode Notes: 

  • Economic Update & Rate Cuts (0:28)
  • Consumer Confidence & Housing Trends (8:15)
  • AI in CRE (17:51)
  • Distressed Office Opportunities (23:31)
  • Office-to-Resi Conversion in NYC (30:26)
  • Delinquent Loan with WeWork Exposure (33:39)
  • Large D.C. Office Loan to Special Servicing (37:04)
  • Kroger Store Closures (39:15)
  • Multifamily Greenshoots (43:45)
  • Programming Notes (47:17)
  • Shoutouts (50:06)


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Questions or comments? Contact us at [email protected].  


Follow Trepp:  

X: www.x.com/TreppWire 

LinkedIn: www.linkedin.com/company/trepp  

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