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Podcast: The TreppWire Podcast: A Commercial Real Estate Show
Episode: 170. Extensions, Missed Payments, Dropping Values: Smorgasbord of CRE News
Description: This week, earnings season wound down with more retailers showing better-than-expected results and a shortened trading week due to the holiday meaning more focus on what the Fed is signaling for December. In this episode of The TreppWire Podcast, we dive into several big stories across the major property types: borrowers extending, missing balloon payments, and property valuations declining. Tune in now.
Episode Notes:
• Economic data (0:23)
• Consumer resilience? (6:53)
• Retailer earnings and store closures (8:54)
• Layoffs (13:09)
• NYC ground lease stories (14:56)
• Kroger Albertson’s exposure (20:17)
• Nordstrom vacating Minneapolis space (22:12)
• Retail: missed balloon dates, values decline, loan extensions (23:30)
• Multifamily (32:26)
• Hotel positive news (38:15)
• Student housing story(43:09)
• Office ne...