219. Nowhere to Hide: CRE & CMBS Delinquencies, Jingle Mail, Dwindling Consumer Confidence

The TreppWire Podcast: A Commercial Real Estate Show

English - September 28, 2023 00:00 - 48 minutes - 63 MB
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Previous Episode: 218. Life, Lending, & Rock 'n' Roll: The Father of CMBS, Ethan Penner, Tells us How it all Started

Next Episode: 220. Rates Up, Risk Premiums Jump, and Lots of Painful CRE Comps

This week, rising Treasuries, oil prices, and cooler-than-expected economic data left nowhere for investors to hide. In this week’s episode of The TreppWire Podcast, we discuss the latest economic news, Jamie Dimon’s comments about a 7% Fed Funds rate, and break down the increase in delinquencies in both the CMBS and bank CRE loan markets. We also share several office and retail stories we tracked this week. Tune in now.

Episode Notes:
• Economic update (0:23)
• CMBS delinquencies (
• Bank loan delinquencies (
• Retail (37:46)
•

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