In this week's episode of The TreppWire Podcast, we highlight softer‑than‑expected inflation, market takeaways from the Fed minutes, and key data releases on deck in a shortened week. We talk about key developments in affordable housing cand multifamily markets, followed by a look at data center growth and why Texas could be emerging as the next major hub. In a “digging through the data” segment, we do a deep dive into industrial performance across the top MSAs by occupancy, delinquency and average revenue per square foot. We break down office trading alerts for a Queens office and Chicago SASB loan, along with retail trading alerts involving loans from Saks Fifth Avenue and Paramus Park. We also discuss Palisade Center’s post‑foreclosure sale and wrap with Wendy’s plans to close 300 stores and the implications for retail and franchise operators. Tune in now.
Episode notes:
- Economic Update (1:44)
- Affordable Housing Construction Progress (13:18)
- Data Center Market Growth: JLL Report (20:31)
- Industrial Deep Dive: Top MSAs by Occupancy, Delinquency & Average Revenue per Sq Ft (29:39)
- Industrial Headlines of the Week (35:35)
- Office Trading Alerts: Queens Loan & Chicago SASB Loan (37:55)
- Retail Trading Alerts: Saks Fifth Avenue & Paramus Park Loans (45:15)
- Palisade Center Sells After Foreclosure (48:07)
- Wendy’s Closing 300 Stores (49:32)
- Programming Notes (52:01)
- Shoutouts (54:37)
Questions or comments? Contact us at podcast@trepp.com.
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