229. Alarm Bells from Retail Earnings; Reasons for Thanks in CRE

The TreppWire Podcast: A Commercial Real Estate Show

English - November 23, 2023 00:00 - 52 minutes - 67.2 MB
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Previous Episode: 228. Carmen Spinoso Proves There is Still Value in Many US Malls, With Spinoso Real Estate Group

Next Episode: 230. As Distressed Assets Pile Up, Shlomo Chopp Tells Us How to Look for Opportunities

In an early Thanksgiving edition of The TreppWire Podcast, we review concerns from the latest retail earnings and what this means for interest rates and CRE. We dig through new loan maturities data, share stories for office and retail, and examine the news of Signature Bank’s multifamily loan sales. And finally, we close with the reasons we’re thankful for the CRE market this year – in former NFL coach and broadcaster John Madden’s "turkey leg" fashion. Tune in now.

Episode Notes:
• Economic update (0:23)
• Retail earnings deep dive (1:39)
• Retail sales and headlines (10:21)
• Office stories (17:21)
• Maturities with DSCR <1.25x (30:16)
• Signature Bank multifamily loan sales (37:28)
• CRE’s turkey legs (41:17)
• Shoutouts (45:57)

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