419. Back to School, Back to Price Discovery: The 5% Treasury Test, College Football’s $6.1B Student Housing Connection

<p>In this week&#39;s episode of The TreppWire Podcast, we break down the latest moves in rates and capital markets as the 10-year Treasury approaches 5%. We discuss what higher long-term yields mean for CRE and why capital continues to move despite the higher-rate environment. In Digging Through the Data, we kick off college football season with a surprising look at $6.1 billion of securitized student housing debt near AP Top 25 schools and debate the long-term outlook for student versus senior housing. We also cover Ares and Scion&#39;s $435 million student housing acquisition, a Houston multifamily loan in special servicing despite 93% occupancy, two very different office stories, major industrial portfolio activity, and a surprise mall payoff despite a nearly 50% drop in appraised value. Tune in now. </p><p><br></p><p>Episode notes:</p><ul><li>(00:00) Economic Update</li><li>(13:00) College Football &amp; Student Housing</li><li>(25:30) Student Housing Deals &amp; Outlook</li><li>(35:35) Multifamily &amp; Office Stories</li><li>(44:43) Industrial &amp; Retail Stories</li><li>(51:06) Programming Notes</li><li>(53:11) Shoutouts</li></ul><p><br></p><p>Questions or comments? Contact us at podcast@trepp.com. </p><p><br></p><p>Follow Trepp: </p><p>X: www.x.com/TreppWire</p><p>LinkedIn: www.linkedin.com/company/trepp</p>