This week, we recorded right after the Fed’s December decision to cut interest rates by 25 basis points. In this week’s episode of The TreppWire Podcast, we break down what the Fed’s communication could mean for rates, credit spreads, and CRE financing conditions in the months ahead. We also discuss the December SEP update, including three dissenting votes and revised growth projections for 2026.

We dig into Netflix’s latest acquisition and what it could mean for Hollywood real estate as strategies continue to evolve. We close with office and multifamily transactions across Manhattan, Florida, and Seattle, including the off-market sale of the iconic Friends building in the West Village. Tune in now.

Episode notes:

Economic Update (1:34)
Netflix Acquisition & Real Estate Impact (10:43)
Office Transactions: NYC & Miami (22:12)
Multifamily Sales in Florida & Seattle (31:54)
Friends' Apartment Building Off-Market Sale (35:04)
Programming Notes (37:30)
Shoutouts (41:20)

Questions or comments? Contact us at podcast@trepp.com.

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