186. CMBS Spread Widening: Buying Opportunity or Trouble Coming?; Flurry of Office News

The TreppWire Podcast: A Commercial Real Estate Show

English - March 10, 2023 00:00 - 40 minutes - 51.7 MB
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Previous Episode: 185. Making Sense of $30 Trillion in Bills, A Debt Ceiling Clock, & QT with Danielle DiMartino Booth

Next Episode: 187. Holding Pattern for CMBS Lenders; Cash is King for Banks; Liquidity, Anyone?

In this week's episode, we dive into the market reaction that followed Fed Chair Powell’s comments, the high stakes that surround the latest jobs data, and a proposed budget. We talk about soaring CMBS spreads and if the widening represents a buying opportunity or a sign of trouble coming for the industry. Then in CRE, we have a flurry of office crabgrass (and a few green shoots) to share. Stick around to hear our take on water cooler data and betting on WWE... Tune in now.

Episode Notes:

Market reactions this week (0:23)
CMBS spreads soaring (9:45)
Loans paying off on their maturity date (13:56)
Return to office (15:39)
Dumping of office space: Amazon (18:30)
Flurry of negative office news (21:04)
Office green shoots (33:25)
Programming notes (33:40)
Shoutouts (35:10)

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