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Podcast: The TreppWire Podcast: A Commercial Real Estate Show
Episode: 345. Appraisal Sector Shakeup, Lodging Capex Crunch, Multifamily Planned Liquidation & Expansion to Industrial
Description: In this week’s episode of The TreppWire Podcast, we examine weak labor data and mixed economic signals that are fueling Fed rate cut expectations while recession probabilities remain relatively contained. We analyze the crisis at the federal appraisal regulator and explore demographic challenges in the appraisal industry. We dive deep into lodging sector performance, revealing how pandemic-era capex underinvestment correlates with loan delinquency risk across hotel property types. In multifamily, we cover Elmi Communities' portfolio sale and liquidation, and New Rochelle's affordable housing success. We examine S2 Capital's acquisition of Fort Capital's industrial platform as Chris Powers pivots to...