Want to create an interactive transcript for this episode?
Podcast: The TreppWire Podcast: A Commercial Real Estate Show
Episode: 382. Resilience or Repricing? Private Credit, CMBS Market Sentiment, Office Signals, and Trading Alerts
Description: In this week’s episode of The TreppWire Podcast, we explore whether current market conditions reflect resilience or the early stages of repricing. We break down mixed inflation signals, the Supreme Court’s tariff ruling, and what policy uncertainty means for rates and risk appetite. We dig into private credit volatility and rising selectivity, CMBS issuance sentiment coming out of the SFVegas conference, cash-in refinancings, and new examples of office repricing from Chicago to San Francisco. We also cover fresh Trepp trading alerts and what servicer data is signaling across property types. Tune in now.Ep...