345. Appraisal Sector Shakeup, Lodging Capex Crunch, Multifamily Planned Liquidation & Expansion to Industrial
Description
In this week’s episode of The TreppWire Podcast, we examine weak labor data and mixed economic signals that are fueling Fed rate cut expectations while recession probabilities remain relatively contained. We analyze the crisis at the federal appraisal regulator and explore demographic challenges in the appraisal industry. We dive deep into lodging sector performance, revealing how pandemic-era capex underinvestment correlates with loan delinquency risk across hotel property types. In multifamily, we cover Elmi Communities' portfolio sale and liquidation, and New Rochelle's affordable housing success. We examine S2 Capital's acquisition of Fort Capital's industrial platform as Chris Powers pivots toward technology and artificial intelligence. We close with mixed-use stories, including CoreWeave's data center purchase and a Houston retail complex sale. Tune in now.
Episode notes:
- Economic Update: Jobs Report & Fed Outlook (0:28 )
- Appraisal Industry Troubles & Demographic Crisis (10:50 )
- Lodging Delinquencies & Capex Analysis (19:51 )
- Multifamily: Elmi Communities Liquidation & New Rochelle Affordable Housing Success (30:54 )
- Industrial: S2 Capital Acquires Fort Capital (37:16 )
- Mixed-Use: CoreWeave & Bixby Acquisitions (41:47 )
- Programming Notes (45:40 )
- Shoutouts (46:13 )
Questions or comments? Contact us at podcast@trepp.com.
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