311. Mixed Signals & More Turbulence: Consumer Confidence Drops, Opportunistic CRE Deals, Data Center Signs, Valuation Trading Alerts
In this week's episode of The TreppWire Podcast, we analyze recent economic indicators showing mixed signals, including declining consumer confidence at an 8-month low and the Fed's expected rate path through 2025. We examine the impact of new tariffs on market volatility and discuss recent high-profile CRE deals, including Apollo's acquisition of Bridge Investment Group. We break down notable appraisal value reductions across office, mixed-use, and retail sectors, the latest Mall of America appraisal showing a 14% reduction. We also review Microsoft's pullback from datacenter leasing amid their quantum computing breakthrough and analyze a flurry of industrial sector activity across the U.S. Tune in now. This episode is sponsored by BetterPitchEpisode Notes- Economic Update - Consumer Confidence & Market Uncertainty (0:29)- Mixed-Use Atlanta Value Reduction (23:41)- Retail Value Reductions in Denver and Bloomington, MN, and a $30M transaction in Braintree, MA (29:06) - Office: $49M financing for a midtown Manhattan office and a $38M transaction in Irvine, CA (35:06)- Industrial: acquisitions in Uxbridge, MA, Sumner, WA, Las Vegas, Nashua, NH, and Weston, FL (37:55) - Programming Notes (43:52)- Shoutouts (45:19)Please take our listener feedback survey: www.surveymonkey.com/r/BMPXLHG Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: X: www.x.com/TreppWireLinkedIn: www.linkedin.com/company/trepp