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Podcast: The TreppWire Podcast: A Commercial Real Estate Show
Episode: 309. The CRE Check-Up: Fed's Vital Signs, CMBS Issuance Pulse, Walmart's Flu Warning, & DOGE's Office Surgery
Description: In this week’s episode of The TreppWire Podcast, we examine the Fed's latest signals on interest rates, covering the evolving inflation landscape and newly proposed bank capital requirements that could reshape CRE lending. We review Walmart's lower-than-expected 2026 fiscal guidance and potential impacts of tariffs on retail spending. We explore DOGE's aggressive push on government lease terminations and analyze GSA data showing over 2.3 million square feet of terminated space. We dive into several notable special servicing transfers for office and lodging and an office value reduction. We also discuss CMBS maturities and issuance in 2025 and recent retail store closures. Tu...