205. Risk On! Inflection Point or False Flag? Enthusiasm Everywhere, Bearishness in Short Supply

In this week’s episode of The TreppWire Podcast, after the CPI and PPI readings came in, we question if the rally and equity pile on was the start of something bigger or a sign of participants getting ahead of themselves. We discuss borrowers handing back the keys, multifamily CRE CLO borrowing, bank earnings, and big stories for hotels, office valuations, subleases, and retail. Tune in now.

This episode is sponsored by BetterPitch: https://www.betterpitch.com/

Episode Notes:

- Economic update: CPI, PPI, company earnings (0:23)
- Risk back on, inflection or false start? (7:53)
- Multifamily CRE CLO borrowing (13:26)
- CRE borrowers handing back keys (17:52)
- Bank earnings (22:05)
- Ashford’s plans for $1B portfolio (23:59)
- Hotel stories (30:46)
- Office valuation cut (33:22)
- Subleases (35:46)
- Retail news (41:20)
- Shoutouts (47:48)

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