The government is still shut down and the markets are awaiting a delayed inflation report. While this doesn’t sound like new news, in this week’s episode of The TreppWire Podcast, we give it all a real estate spin – what do the happenings in the macro landscape really mean in the context for the commercial real estate (CRE) market. We dive into the Amazon Web Services (AWS) outage and its implications for infrastructure risk, followed by a breakdown of major developments in AI, including OpenAI’s launch of its new browser and growing concerns about AI replacing white-collar jobs. In banking news, we break down Zion’s $1 billion drop in valuation in a single day and discuss what has changed since. We close with some deals and loan performance changes at properties across the country. Tune in now.
Episode notes:
• Economic Update: CRE Playbook (0:29)
• AWS Outage & AI Shifts (12:36)
• Zions Bancorporation: Bad Loans? (27:19)
• $126.5M Dallas Office Building Purchase (38:28)
• Value of New Hampshire Mall Slashed (44:24)
• Chicago Apartment Property Sold for $54M (45:51)
• Programming Notes (50:16)
• Shoutouts (52:06)
Questions or comments? Contact us at podcast@trepp.com.
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