210. Late Summer Blues: Can Rising Treasury Yields Stall the CRE Markets?

The TreppWire Podcast: A Commercial Real Estate Show

English - August 17, 2023 00:00 - 46 minutes - 60.4 MB
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Previous Episode: 209. Soft Landing Doesn’t Mean No Turbulence; WeWork Exposure; Where to Hide in CMBS

Next Episode: 211. Multifamily Comps Galore; Retail Earnings Concerns; Interest Rates Level Off Ahead of Fed Talk

Retailers and banks were the focus this week as retail sales and earnings dominated the news and talks of higher capital requirements for banks took a bite out of bank shares. In this week’s episode of The TreppWire Podcast, we back the latest macroeconomic news into commercial real estate and discuss if we think CRE is on an island of its own. We dive into a mix of office stories, multifamily news, retail headlines, and new loan originations Tune in now.

Episode Notes:

• Economic update (0:23)
• Backing the macro into CRE: CRE is an island (9:41)
• Office stories across the board (15:16)
• Multifamily news (31:14)
• Retail stories (35:31)
• Recent loan originations (36:40)
• Office comps (40:31)
• Shoutouts (42:07)

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