424. The Numbers Need Context: 5%+ Treasury Yields, AI Roadblocks, and Hotel Distress
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424. The Numbers Need Context: 5%+ Treasury Yields, AI Roadblocks, and Hotel Distress
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In this week’s episode of The TreppWire Podcast, we break down the 10-year Treasury moving above 5%, rising oil and diesel prices, persistent inflation, and the latest Fed commentary. We also dig into growing resistance around the AI buildout, from wider spreads on AI-related debt to Texas pausing state-issued data center permits.
In Digging Through the Data, we compare Marriott- and Hilton-flagged hotels to see what’s really driving loan performance. We also cover a $180 million student housing refinancing, a dramatic Chicago office appraisal decline, BREIT’s proposed $1.71 billion industrial refinancing, two highly occupied malls facing very different financing outcomes, and a Hyatt loan entering special servicing. Tune in now.
Episode notes:
- Intro
- Economic Update
- Diesel Prices & Fed Commentary
- AI Debt & Data Center Pushback
- Marriott & Hilton Hotel Loans
- Student Housing & Office Stories
- Industrial, Retail & Lodging
- Programming Notes & Shoutouts
Questions or comments? Contact us at podcast@trepp.com.
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