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Podcast: The TreppWire Podcast: A Commercial Real Estate Show
Episode: 163. Subleases & Givebacks Galore; $300 Billion of Upcoming Maturities; Where’s the Stress?
Description: This week, we saw the 10-year yield hit its highest level since 2008. In this episode, we examine what was a rough week in terms of economic data but not for the markets, also highlighting sirens in housing, and the latest themes from bank earnings. In CRE, we go through a list of office sublease stories and we review the amount of loans maturing within the next 24 months. Tune in now.
Episode Notes:
Bad economic data, markets powered through (0:23)
Digging through the data: more maturities (9:25)
Office subleases and crab grass (13:41)
Stories to keep your eye on (19:56)
Green shoots in CRE (27:56)
Retail s...