The TreppWire Podcast: A Commercial Real Estate Show 381. Quiet Week, Loud Signals: Data Center Hyperdrive, Industrial Rankings, Office & Retail Trading Alerts
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Feb 20, 2026 They unpack softer inflation and market signals from the Fed minutes and treasury moves. Affordable housing delivery and LIHTC tracking get a close look. Data center growth, Texas rising as a hub, and power constraints spark a lively tech‑infrastructure conversation. A data-driven industrial rankings dive highlights occupancy, delinquencies, and revenue per square foot. Office and retail loan trading alerts and a major mall sale round out the headlines.
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Affordable Housing Supply Rose Fast, Still Far Short
- Affordable housing supply grew 73% from 2020–2024 but still leaves a large shortage for low-income families.
- Lonnie Hendry and Haley Keene link growth to federal funds and tax-credit policy yet note high delivery costs.
Leverage LIHTC Flags In TREP Data
- Use TREP's TRIP CRE product to flag LIHTC properties for deeper analysis and tracking.
- Lonnie Hendry recommends leveraging TREP's datasets or advisory services for bespoke affordable housing research.
Multifamily Cooling Is Regional, Temporary
- Multifamily is cooling but not collapsing, with outcomes diverging by market and a continued supply taper expected by late 2026.
- Stephen Bushbaum expects another ~six months of softness then normalization as starts and permits decline.