At the time of our recording, lawmakers were racing to avert the government shutdown. In this week’s episode of The TreppWire Podcast, we break down the White House’s proposal for a 50-year mortgage and the risks it could introduce, along with the latest CEO talking points on AI investments. In commercial real estate (CRE), we look at how brokerage earnings signal market strength despite headlines focused on distress and provide an update on CMBS issuance, which is expected to surpass $120 billion. We also cover Amazon’s $700 million land purchase for future data centers and Marriott’s decision to end its licensing agreement with Sonder. In property stories, we discuss three multifamily sales, highlight a Blackstone industrial portfolio SASB deal coming to market, and review the Mall of America loan extension. Tune in now.

Episode notes:

• Economic Update (1:32)
• 50-year Mortgage Proposal (5:16)
• AI Impact & Amazon’s $700M Land Purchase (12:52)
• Sonder’s Abrupt Bankruptcy & Marriott’s Reaction (19:26)

• CRE Brokerage Earnings (33:49)
• CMBS Issuance Update (35:24)
• EQT Exeter’s $132.43M Acquisition of Two Warehouses in Florida (37:43)
• Blackstone Data Center SASB Deal (43:39)
• Mall of America Loan Extended (46:52)
• Programming Notes (48:47)
• Shoutouts (50:37)

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