374. Back from CREFC Miami: Commercial Real Estate Market Sentiment, Macro Headlines, & Special Servicing Trading Alerts
Episode Description
In this week’s episode of The TreppWire Podcast, markets are digesting a mix of macro headlines and early signals from commercial real estate (CRE) as 2026 gets underway. We kick things off with insights from the CRE Finance Council Conference in Miami, where discussions centered on improving liquidity, tighter spreads, and the uptick in CMBS issuance. From there, we turn to macroeconomic updates, including the DOJ subpoenaing the Fed, potential caps on credit card interest rates, and wholesale inflation trends. In property type stories, we cover GameStop closing stores nationwide and Saks filing for Chapter 11 bankruptcy. Plus, we break down two loans recently sent to special servicing: a large single-tenant triple net lease (NNN) office portfolio and a Los Angeles mall SASB loan. Tune in now.
Episode notes:
- CREFC Miami Recap (2:47)
- Data Centers & AI (9:39)
- DOJ/Fed, Credit Card Cap, Inflation (18:38)
- NNN Office Portfolio Loan Sent to Special Servicing (30:52)
- GameStop & Saks (39:10)
- Los Angeles Mall SASB Loan Sent to Special Servicing (43:57)
- Programming Notes (45:46)
- Shoutouts (49:54)
Questions or comments? Contact us at podcast@trepp.com.
Follow Trepp:
LinkedIn: www.linkedin.com/company/trepp