82. Movie Theaters, Shopping Malls, and More Office Moves

The TreppWire Podcast: A Commercial Real Estate Show

English - May 20, 2021 00:00 - 51 minutes - 71 MB
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Previous Episode: 81. Liquidity in Commercial Real Estate with Jim Shevlin, CWCapital and RealINSIGHT

Next Episode: 83. Managing Real Estate Risk with Dr. Eva Steiner, Penn State Smeal College of Business

This week, AT&T announced it will spin off WarnerMedia which is the latest installment in the streaming war news... and there is some real impact that this may have on commercial real estate. In this week’s episode, Trepp’s Head of CMBS, Darren King, joins the team to analyze what is going on in this area. We also dive into the latest retail earnings, a CMBX 6 story, more mall news, both negative and positive signs for the office market, and an update on hotels.

Episode Notes:
• Fed’s last meeting (1:37)
• Retail earnings (3:13)
• Movie theater industry: Impact on real estate (9:57)
• CMBX 6 Trading Alert (25:12)
• Office trends and predictions (35:56)
• Discouraging and encouraging signs for office(39:10)
• Hotel taxes and news (43:39)
• Life insurance commercial mortgage returns report (47:26)
• Shoutouts (48:28)

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