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Podcast: The TreppWire Podcast: A Commercial Real Estate Show
Episode: 358. Beige Book Insights, CMBS Lending Leaders, Data Center Risks, Walmartâs AI Move & NYCâs Office Comeback
Description: In this weekâs episode of The TreppWire Podcast, we unpack the ripple effects of the government shutdown and discuss how the Beige Book has gained importance amid the economic data drought. We highlight Treppâs projection of over $123 billion in private-label CMBS issuance for 2025 and preview our September CMBS Special Servicing report, where the rate climbed to 10.65%âthe highest since May 2013. We break down Q3 earnings from major banks and do a âDigging Through the Dataâ segment on the top CRE lenders of 2025. We also explore national security concerns tied to concentrated data center cluster and examine Walmartâs integratio...