414. The AI Capital Boom, Stubborn Treasury Yields, Office Bets, & Insurance Relief
About this episode
The episode discusses the impact of inflation and jobs data on the Fed, the AI capital boom, and trends in commercial real estate.
In this week’s episode of The TreppWire Podcast, we break down the latest inflation and jobs data, what it could mean for the Fed, and why long-term Treasury yields and CRE borrowing costs may remain elevated. We also dig into the extraordinary scale of the AI capital boom, from surging hyperscaler bond issuance to Nvidia’s $500 billion financing initiative, new compute futures, and growing questions around credit and the pace of the AI buildout. In CRE, we discuss AI’s growing footprint in San Francisco office, a new contrarian fund betting on the office sector’s recovery, major multifamily and data center deals, and moves across retail and lodging. Plus, we examine Trepp data showing signs of relief in Florida multifamily insurance costs after years of sharp increases, and what that means for underwriting going forward. Tune in now. Episode notes: Macro Update (00:00) AI Economy (9:15) Hyperscaler Data Center Trends (11:48) Compute Trading Evolution (18:56) Florida Insurance Data (26:24) Office Transactions (34:51) Multifamily & Data Center Deals (42:31) Retail & Lodging Stories (49:15) Programming Notes & Shoutouts (55:39) Questions or comments? Contact us at…
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