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

The TreppWire Podcast: A Commercial Real Estate Show

English - January 18, 2024 00:00 - 46 minutes - 60.6 MB
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Previous Episode: 238. CRE Temperature Check at CREFC Miami: Resilience in a Wary Market

Next Episode: 240. Immaculate Disinflation?; Retail & Hotel Sales; Office Operating Expenses

This week, we saw positive retail sales numbers and jobless claims at the lowest level in over a year, but we also saw bank earnings decline. In this episode, we dive into the mixed-bag of macroeconomic news and data, and what it means for CRE. We share multifamily transactions across the country, news about office loans heading to special servicing, and a few updates on retail. Tune in.

Episode Notes:
- Economic update (0:23)
- Bank earnings (11:58)
- Multifamily transactions (15:12)
- Office valuations, moves to special servicing (21:34)
- Retail news (37:16)
- Shoutouts (40:04)

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