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Podcast: The TreppWire Podcast: A Commercial Real Estate Show
Episode: 292. Carving up the Market: Consumer Confidence, Retail Performance Rundown, Bifurcated Office Stories, & Industrial Sales
Description: 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...