110. Black Friday Bonanza, Retail Worries; What's Weighing on the Markets?

The TreppWire Podcast: A Commercial Real Estate Show

English - November 23, 2021 00:00 - 43 minutes - 60 MB
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Previous Episode: 109. Retail Renaissance or False Start? “Next Big Short” CMBX 6 Update, Office Green Shoots

Next Episode: 111. Hotel Loan Cures, Mixed Office News, Green Shoots in the Metaverse

As Thanksgiving, Black Friday, and the holiday season approach The TreppWire Podcast team thought it was time to dive into the retail market. In this week’s episode, we analyze what is weighing on the economic markets right now, then we turn to our “Black Friday” special where we review retail earnings, worries, and CMBS Trading Alerts. We highlight a few other interesting stories for multifamily and hotels and close by sharing what we are thankful for this season compared to last season (episode 48 for reference). Happy Thanksgiving!

Episode Notes:

Economic Update (0:20)
What is weighing the markets down right now?(0:55)
Retail earnings and headwinds (5:35)
Trading Alerts: bond prices moved for particular deals (24:38)
Other property type headlines (30:45)
Reflecting on last year (37:55)

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