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Podcast: The TreppWire Podcast: A Commercial Real Estate Show
Episode: 319. Liberation or Uncertainty? Tariff News, CMBS Delinquencies Back Up, & CRE CLO Issuance
Description: In this week's episode of The TreppWire Podcast, we cover Liberation Day's tariff announcements, the impact of DOGE on unemployment from the JOLTS report, and other key economic data. We explore the ripple effects of tariffs on thecommercial real estate supply chain, with headlines like Microsoft's global data center pullback and SimonCRE’s ambitious retail expansion. We share Trepp’s March 2025 CMBS delinquency numbers ticking back up, breaking it down by property type, and discuss TPG RE Finance Trust closing a $1.1 billion CRE CLO deal along with Trepp's data. We end with notable property stories, including recent office transactions, loan...