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 [email protected].     Follow Trepp:   X: www.x.com/TreppWireLinkedIn: www.linkedin.com/company/trepp

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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