248. 2024 Rate Cuts? Details in the Dot Plot; Joann Bankruptcy; CRE Appraisal Reductions

The TreppWire Podcast: A Commercial Real Estate Show

English - March 23, 2024 00:00 - 51 minutes - 67.4 MB
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Previous Episode: 247. Warm Inflation, Cool Retail Sales, & Family Dollar Stores Being Put on Ice

Next Episode: 249. Are CRE Distress & Optimism Mutually Exclusive? Green Shoots, Crabgrass, & Bank Loan Data

After the Fed meeting this week and signs that there will be interest rate cuts in 2024, we ask ourselves if the 'devil is in the Fed Dot Plot'. In this week's episode of The TreppWire Podcast, we also analyze housing starts, Joann fabric's bankruptcy filing, stories of value reductions for malls, San Francisco's latest sublease space, and several multifamily, lodging, and industrial stories. Tune in now.

Episode Notes:

- Economic update: Fed meeting (0:23)
- Housing starts (8:31)
- FDIC disposition of SVB loans (12:00)
- Retail transactions (15:01)
- Joann fabric bankruptcy (16:03)
- Retail CRE news (19:55)
- Office stories (32:07)
- Multifamily transactions (37:38)
- Lodging news (40:41)
- Industrial (43:59)
- Shoutouts (48:08)

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