292. Carving up the Market: Consumer Confidence, Retail Performance Rundown, Bifurcated Office Stories, & Industrial Sales

In this week's episode of The TreppWire Podcast, we break down the latest consumer confidence and retail earnings data to understand “the tale of two consumers.” We talk Walmart vs. Target, more tariff talks, and examine the ‘largest’ stories all coming from Blackstone. We also break down several large retail loan changes, discuss the bifurcation seen across office headlines, and share transactions in multifamily and industrial. Happy Thanksgiving to all our listeners! Tune in now.  

Episode Notes  

• Economic Update (0:23)  

• Consumer Confidence and The Tale of Two Consumers (1:38) 

• Home sales and home prices (4:35) 

• Target vs. Walmart Earnings and Store Performance (8:24) 

• Tariffs and Impact on Retail (13:40) 

• Retail stories: Blackstone Soho Purchase (17:05) 

• Rimrock Mall Loan Resolved with a Loss (19:05) 

• Riverside Park Mall Loan to Special Servicing (23:11) 

• Retail Transactions (26:23) 

• Office News: Tishman Speyer Closing $3B CMBS Refi (30:36) 

• SL Green Buying Park Avenue Office Condo for $130M (34:17) 

• $400M Bank of America Plaza Loan Value Slashed by Nearly 70% (37:17) 

• 1515 Broadway Loan Gets Three-Year Term Extension (42:09) 

• Transactions: Multifamily and Industrial (45:45) 

• Programming Notes (49:06)  

• Shoutouts (50:23)  

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