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Podcast: The TreppWire Podcast: A Commercial Real Estate Show
Episode: 172. Gloomy CRE Mood: Is Office the New Mall? Industrial Cracks, But Plenty of Hotel Green Shoots
Description: In this week’s episode, we analyze what appears to be a commercial real estate market turning negative. Rob Jordan, Head of CMBS, joins the team as we discuss market sentiment, borrower concerns, and predictions for the economy and Q4 bank earnings.
In property-type news, we saw a lot of negative news for the office market – opening the door to the question: are offices the new malls? We also see cracks in the industrial market, but the positive signs in recent hotel stories help reel in the negativity. Tune in now.
Episode Notes:
• Economic update (0:23)
• Sentiment for 2023 (7:41)
• Multifamily borrower concerns (11:08)
• Barry Sternl...