419. Back to School, Back to Price Discovery: The 5% Treasury Test, College Football’s $6.1B Student Housing Connection
About this episode
The episode discusses the impact of rising Treasury yields on commercial real estate and explores the connection between college football and student housing debt.
In this week's episode of The TreppWire Podcast, we break down the latest moves in rates and capital markets as the 10-year Treasury approaches 5%. We discuss what higher long-term yields mean for CRE and why capital continues to move despite the higher-rate environment. In Digging Through the Data, we kick off college football season with a surprising look at $6.1 billion of securitized student housing debt near AP Top 25 schools and debate the long-term outlook for student versus senior housing. We also cover Ares and Scion's $435 million student housing acquisition, a Houston multifamily loan in special servicing despite 93% occupancy, two very different office stories, major industrial portfolio activity, and a surprise mall payoff despite a nearly 50% drop in appraised value. Tune in now. Episode notes: (00:00) Economic Update (13:00) College Football & Student Housing (25:30) Student Housing Deals & Outlook (35:35) Multifamily & Office Stories (44:43) Industrial & Retail Stories (51:06) Programming Notes (53:11) Shoutouts Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: X: www.x.com/TreppWire LinkedIn: www.linkedin.com/company/trepp
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