396. Inside Trepp Connect: Capital Deployment, the Lending Reset & CRE’s Emerging Divide Amid AI and Data Center Growth
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396. Inside Trepp Connect: Capital Deployment, the Lending Reset & CRE’s Emerging Divide Amid AI and Data Center Growth
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In this week’s episode of The TreppWire Podcast, we unpack a split picture: hotter-than-expected CPI and PPI prints set against a more constructive capital markets backdrop. We recap two days of our Trepp Connect (in NYC) conference, where the overall sentiment was positive on capital availability and deal activity, walking through the conference sessions on the economic outlook, capital deployment, property sector bifurcation, the lending reset, and AI and data centers, plus our keynote with Scott Reckler of RXR and a fireside chat with Bill Sexton, CEO of Trimont. We also discuss CBRE's report showing CRE lending at a five-year high, Blackstone's new homebuilder lending platform, the political uncertainty around build-to-rent, and a Georgia data center story that shows how infrastructure risk is becoming a bigger part of the conversation. Tune in now.
Episode notes:
- Economic Update: Macro Numbers (1:46)
- Trepp Connect (in NYC) Recap Day 1 (10:57)
- Trepp Connect (in NYC) Recap Day 2 (43:59)
- CBRE Report: CRE Lending (1:04:58)
- Blackstone Homebuilder Lending Program (1:06:11)
- Build-to-Rent Political Uncertainty (1:06:55)
- Georgia Data Center Story (1:07:37)
- Programming Notes (1:11:35)
- Shoutouts (1:12:49)
Questions or comments? Contact us at podcast@trepp.com.
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