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Podcast: The TreppWire Podcast: A Commercial Real Estate Show
Episode: 174. Weak Retail Sales & More Office CMBS Turmoil, Soft Housing Market, Holiday Wishlist
Description: In this week's episode, we discuss weak holiday sales, retail earnings, and the soft housing market. In CRE, there is a lot to cover in the office and retail sectors, with positive, negative, and neutral stories that paint a picture of what is to come in 2023. The team also shares their holiday wish lists. Happy holidays to all our listeners!
Episode Notes:
• Economic data: consumer sentiment, recession, earnings (0:23)
• Housing market headwinds(6:25)
• Commercial mortgage universe increases(14:41)
• Office losses in major markets (16:45)
• Positive office stories (18:50)
• Why the recent increase in cap rate reporting? (22:10)
• Office crabgrass (25:27)
• Retail news(33:31)
• Mall credit stories (37:18)
• Programming and shoutouts (39:23)
• ...