382. Resilience or Repricing? Private Credit, CMBS Market Sentiment, Office Signals, and Trading Alerts

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.Episode notes: Economic Update (1:51)TJ Maxx/Loews (14:24)SFVegas 2026 Inights (19:54)Chicago West Jackson Property (29:28) Amex Global HQ 2 WTC (32:07)Shvo Transamerica Pyramid Up for Sale (34:15)JP Morgan, Zenith Secure $130M Refi From KeyBank for IOS (37:44)NYC Multifamily Value Reduced Heavily, Expected to Exit Special Servicing (39:55)Programming Notes: LifeComps Report & More (42:28)Shoutouts (45:39)Questions or comments? Contact us at [email protected]. Follow Trepp: X: www.x.com/TreppWire LinkedIn: www.linkedin.com/company/trepp