355. The Markets Keep Moving: Office Bright Spots, Compass’ $1.6B Merger Reshapes Resi, Recapture Explained, & Trepp Trading Alerts
Description
Is office a good investment alternative? In this week’s episode of The TreppWire Podcast, we break it down, spotlighting growing demand for high-end CBD space even amid ongoing distress. We dive into Compass’ $1.6 billion acquisition of Anywhere and its potential impact on the broader residential brokerage landscape, along with August’s new home sales data. Responding to a listener question, we explain the concept of “recapture,” exploring how depreciation factors into decisions to hand back the keys. Plus, we share fresh September data-filled office trading alerts, opportunities in student housing, and the acquisition of Toll Brothers’ apartment platform. Tune in now.
Episode notes:
- Economic Update: Office Opportunities (0:28 )
- Compass Acquisition of Anywhere (8:40 )
- New Home Sales Surged 20.5% (15:57 )
- Listener Question: Recapture Deep Dive & One Big Beautiful Bill (21:13 )
- Latest Office Trading Alerts (28:16 )
- Augusta, GA Mall Loan Sent to Special Servicing (36:36 )
- Kennedy Wilson Acquiring Toll Brothers Apartment Platform (38:19 )
- Programming Notes: Upcoming Trepp Webinars (46:02 )
- Shoutouts (49:44 )
Questions or comments? Contact us at podcast@trepp.com.
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