In this week’s episode of The TreppWire Podcast, we discuss the ongoing government shutdown and its implications, along with the Federal Reserve’s cautious stance and how it is affecting the markets. We also explore the potential impact of New York City’s new mayor on real estate trends and housing affordability. We cover the recent partnership between OpenAI and Amazon, which represents a notable shift away from Microsoft. We also highlight Trepp’s latest AI-powered tools designed to support the commercial real estate finance industry. In a deep dive into October CMBS delinquency data, we go behind the scenes of distress metrics and walk our listeners through the specific loans that drove distress higher or improved the rate in October. To close out the episode, we share notable apartment transactions and compare two industrial property sales, focusing on how location influences price per square foot. Tune in now.  

Episode notes:  

• Economic Update: Govt Shutdown & NYC Mayor (1:40) 

• OpenAI & Amazon Deal and AI at Trepp (15:07) 

• CMBS Delinquency Rate & Cured Loans Analysis (29:43) 

• Notable Apartment Transactions (37:57) 

• Lease Concessions & Market Trends (39:51) 

• Industrial Transactions (45:51) 

• Programming Notes (48:55) 

• Shoutouts (52:52) 

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