384. Volatility Returns: Oil Shock, Two Market Risks, Student Housing Exposure, Savills-Eastdil Deal, & More Impactful Headlines

In this week’s episode of The TreppWire Podcast, we break down how the spike in oil is affecting the broader economy and discuss how the energy shock is adding new uncertainty to inflation, Fed policy, and market sentiment. We also analyze the state of the student housing market as March Madness approaches and examine proposed housing legislation that could reshape the single-family rental landscape. In commercial real estate (CRE) news, we cover a major industry consolidation as Savills is reportedly set to acquire Eastdil Secured in a deal valued at $1.2 billion. We highlight insights from Trepp’s latest CMBS Special Servicing Report, review recent trends in the Trepp Property Price Index (TPPI), and discuss several significant headlines and transactions from the week, including Manhattan office tower valuations falling below their COVID-era lows. Tune in now.Episode notes: Economic Update: Market Volatility & Oil Impact (0:29)Student Housing Market Analysis (12:04) Single-Family Rental Property Bill (18:45)Savills Acquisition of Eastdil (24:50)CMBS Special Servicing Report & TPPI (28:02)Manhattan Office Tower Values Plummeting Below COVID-Era Levels (30:22)Multifamily Transactions: Philadelphia & Phoenix (33:44)Fort Worth Texas Industrial Complex (41:02)Programming Notes (42:05)Shoutouts (44:13)Questions or comments? Contact us at [email protected]. Follow Trepp: X: www.x.com/TreppWire LinkedIn: www.linkedin.com/company/trepp