384. Volatility Returns: Oil Shock, Two Market Risks, Student Housing Exposure, Savills-Eastdil Deal, & More Impactful Headlines
About this episode
The episode discusses the impact of rising oil prices on the economy, student housing market trends, and a significant acquisition in the commercial real estate sector.
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)…
Topics covered
- oil market impact
- student housing analysis
- single-family rental legislation
- commercial real estate news
- market volatility
- CMBS servicing report
Mentioned in this episode
Organizations: Savills, Eastdil Secured
Places: Manhattan, Philadelphia, Phoenix, Fort Worth Texas
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