In this week's episode of The TreppWire Podcast, we discuss escalating political tensions surrounding Federal Reserve independence and examine June's inflation data showing limited tariff impacts. We analyze the growing role of private credit in filling gaps left by traditional lenders and discuss concerns about market opacity and systemic risk. We break down our latest special servicing data, including office’s all-time high rate of 16.38%. We explore office challenges in Manhattan and DC alongside Austin green shoots, cover Starwood's $2.2B purchase of Brookfield's net lease platform, and highlight multifamily transactions across Brooklyn, Washington DC, and Minneapolis. Tune in now.

Episode Notes:

• Economic Update

• Private Credit: Market Growth, Risks & Regulatory Questions

• Starwood's $2.2B Net Lease Acquisition from Brookfield

• Special Servicing Report: Office Hits All-Time High

• Office Crabgrass: 5 Bryant Park Refi Challenges & DC Value Reduction

• Office Green Shoots: Nvidia's Austin Expansion Plans

• Multifamily Transactions: Brooklyn, DC & Minneapolis Sales

• Programming Notes

• Shoutouts

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