289. The (Swing) State of Real Estate: Election Results & CRE Impact, Fed Conundrum, Treasuries, & $100B in Issuance

This week was a big one. In this week's episode of The TreppWire Podcast, we unpack it all - from how the incoming Trump Administration could impact commercial real estate (CRE) markets, to the Federal Reserve cutting interest rates for the second time this year. We discuss the “higher for longer” narrative, the impact of monetary policy on transactions, and how issuance should hit $100B this year. We also dig into the major CRE headlines from the week - including Blackstone’s $4B all-cash deal and Starwood’s $244M industrial park sale – and wrap up with notable office, retail, and multifamily credit stories. Tune in now.

Episode Notes:

• Economic Update (1:40)
• Fed Press Conference (3:40)
• Bank Stock Surges (6:40)
• Trump Presidency Possible Impacts on CRE (12:01)
• Fed Monetary Policy (14:50)
• Property-type Investment Discussion (15:50)
• $100B in New Issuance (21:23)
• Blackstone All-Cash Deal & Starwood Industrial Park Sale (23:26)
• Notable Credit Stories (29:22)
• Programming Notes (38:19)
• Shoutouts (40:17)

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