Переходьте в офлайн за допомогою програми Player FM !
305. Deep-Sixed by DeepSeek? AI Disruption & Data Centers, Fed’s Patience, Trump’s Buyout Offer, & Property Stories
Manage episode 464099481 series 2780941
In this episode of The TreppWire Podcast, we examine how Chinese AI startup DeepSeek's sent shockwaves through tech markets, raising questions about data center demand. We analyze the Fed's decision to hold rates steady and discuss Trump's federal worker buyout offer impacting office demand. We break down Amazon's record-breaking lease in Miami, dig into an office loan value reduction in New York and special servicing transfer in Virginia. For retail, we discuss a loan value reduction in Chicago and a sale in West Palm Beach. We wrap up with several multifamily transactions in Arizona, Florida and Colorado. Tune in now. Episode Notes:
- DeepSeek and its market-moving debut (1:23)
- Return to office & Trump’s resignation offer for federal workers (8:12)
- Office activity: Amazon’s record-breaking lease in Miami (18:05)
- Rye Brook, NY Office Loan value reduction (25:09)
- Falls Church, VA Office loan sent to Special Servicing (31:22)
- Chicago Retail loan value reduction (33:19)
- West Palm Beach, FL Retail sales transaction (39:39)
- Multifamily transactions in Arizona, Florida and Colorado (41:09)
- Programming notes (46:00)
- Shoutouts (47:15)
Please take our listener feedback survey: www.surveymonkey.com/r/BMPXLHG
Questions or comments? Contact us at podcast@trepp.com.
Follow Trepp:
LinkedIn: www.linkedin.com/company/trepp
313 епізодів
Manage episode 464099481 series 2780941
In this episode of The TreppWire Podcast, we examine how Chinese AI startup DeepSeek's sent shockwaves through tech markets, raising questions about data center demand. We analyze the Fed's decision to hold rates steady and discuss Trump's federal worker buyout offer impacting office demand. We break down Amazon's record-breaking lease in Miami, dig into an office loan value reduction in New York and special servicing transfer in Virginia. For retail, we discuss a loan value reduction in Chicago and a sale in West Palm Beach. We wrap up with several multifamily transactions in Arizona, Florida and Colorado. Tune in now. Episode Notes:
- DeepSeek and its market-moving debut (1:23)
- Return to office & Trump’s resignation offer for federal workers (8:12)
- Office activity: Amazon’s record-breaking lease in Miami (18:05)
- Rye Brook, NY Office Loan value reduction (25:09)
- Falls Church, VA Office loan sent to Special Servicing (31:22)
- Chicago Retail loan value reduction (33:19)
- West Palm Beach, FL Retail sales transaction (39:39)
- Multifamily transactions in Arizona, Florida and Colorado (41:09)
- Programming notes (46:00)
- Shoutouts (47:15)
Please take our listener feedback survey: www.surveymonkey.com/r/BMPXLHG
Questions or comments? Contact us at podcast@trepp.com.
Follow Trepp:
LinkedIn: www.linkedin.com/company/trepp
313 епізодів
All episodes
×Ласкаво просимо до Player FM!
Player FM сканує Інтернет для отримання високоякісних подкастів, щоб ви могли насолоджуватися ними зараз. Це найкращий додаток для подкастів, який працює на Android, iPhone і веб-сторінці. Реєстрація для синхронізації підписок між пристроями.