245. Leaping Through Data – Macy’s, Malls, Delinquency Report, & Discounted Payoffs

The TreppWire Podcast: A Commercial Real Estate Show

English - March 01, 2024 05:19 - 54 minutes - 71.1 MB
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Previous Episode: 244. Office Valuations, Malls Not out of the Woods?, AI Question Marks for CRE

Next Episode: 246. Market Moves: Powell's Testimony, S&P 500's Continued Climb, Apartment Sales, & Loan Losses

In this week's episode of The TreppWire Podcast, we break down PCE data, Macy's store closure news and the exposure in CRE, and Trepp's latest figures for CMBS delinquencies. Across property types, we review stories about loans heading to special servicing, property valuation reductions, and discounted payoffs. We also share a review of REIT earnings. Tune in now.

Episode Notes:
- Economic update (0:23)
- Macy's store closures (4:50)
- CMBS delinquency report (9:35)
- REIT earnings (13:38)
- Office crabgrass (19:04)
- Multifamily sales (28:27)
- Retail news (30:56)
- Lodging (37:44)
- Industrial and self-storage (44:32)
- Shoutouts (46:27)

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