217. Extensions & Modifications, Insurance Rundown, REIT Bankruptcy, & Dot Plot Discussion

The TreppWire Podcast: A Commercial Real Estate Show

English - September 22, 2023 00:00 - 48 minutes - 62.7 MB
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In this week’s episode of The TreppWire Podcast, we break down the post-Fed decision discussion – with the focus on the Dot Plot and the 'higher for longer' narrative. In CRE, we take on the hot (but not hot enough) topic of insurance, discuss a REIT bankruptcy filing, share office crabgrass, and more multifamily comps with interesting cap rates. Tune in now.

Episode Notes:
- Post-Fed decision discussion: Dot Plot, higher for longer (0:23)
- Signature Bank CRE portfolio (8:12)
- Insurance expenses (11:37)
- Office (mostly) crabgrass (16:30)
- Retail (32:23)
- Multifamily comps (39:43)
- Shoutouts (42:24)

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