91. NOI Analysis: Hotel & Mall Pain, The Office Tenant Rollover, CRE Headlines

The TreppWire Podcast: A Commercial Real Estate Show

English - July 15, 2021 00:00 - 43 minutes - 59.7 MB
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Previous Episode: 90. Issuance Investigation: First-Half 2021 Trends and Activity, A Blend of Retail and Office News

Next Episode: 92. Retail Loan Purgatory, Mall Valuation Drops, Office Moves and Migrations

In this week’s episode, we dive into our latest analysis of financial benchmarks like net operating income, revenue, and occupancy by commercial real estate property type to assess the impact of the pandemic. We also give a review of office maturity data, showing some significant tenant rollover, discuss Fed Chair Powell’s latest inflation comments, Q2 2021 bank earnings, and this week's headlines and must-know news for the CRE market.

Episode Notes:

Inflation drivers, economic update, Fed comments (0:40)
Financial benchmarks: NOI, occupancy, revenue, expense data (4:51)
Green shoots for hotels (10:10)
Mixed-bag hotel stories (12:27)
Retail round-up (15:40)
Starwood’s selling streak (19:56)
Office maturities: tenant rollover (21:25)
Major metro office stories (27:03)
Q2 2021 bank earnings (34:22)
Shoutouts (35:29)

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