238. CRE Temperature Check at CREFC Miami: Resilience in a Wary Market

The TreppWire Podcast: A Commercial Real Estate Show

English - January 12, 2024 00:00 - 43 minutes - 56.3 MB
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Previous Episode: 237. Structural Changes in CRE Debt Markets, Ares' Bryan Donohoe Helps Us Sort it Out

Next Episode: 239. Mixed-Bag Update: Strong Retail Sales, Turbulent Bank Earnings, Loans in Special Servicing

In this week's episode of The TreppWire Podcast, we reflect on the CREFC Miami 2024 conference, and the parallels in terms of bullishness on the dovish Fed pivot. While there is a generally positive overtone as we head into 2024, there are underlying concerns that have yet to be addressed. We also dive into multifamily sales, office news, and a few stories for the retail and lodging segments. Tune in now.

Episode Notes:
- Economic update (0:23)
- CREFC conference sentiment (2:48)
- Multifamily sales and news (10:26)
- Office stories (21:35)
- Hotel discount sale (31:27)
- Retail headlines (35:32)
- Shoutouts (38:15)

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