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Podcast: The TreppWire Podcast: A Commercial Real Estate Show
Episode: 161. Digging Through the Data: Multifamily Cracks, CMBS Metrics, Bank Earnings Predictions
Description: In this week’s episode, we search for signs to see if the economy is responding to the Fed’s medicine. In a segment called ‘Digging Through the Data,’ we examine underlying distress for multifamily, retail and lodging. We also provide an update on the CMBS market, reviewing delinquency rates and slowed issuance. Then, we share predictions for Q3 bank earnings.
Episode Notes:
• Economic news (0:23)
• Multifamily distress (7:45)
• CMBS delinquency report (13:13)
• CMBS issuance (17:40)
• Digging through the data: loan value(20:17)
• Office news (22:44)
• Office green shoots (30:10)
• Retail headlines (33:53)
• Q3 Bank Earnings predictions (41:37)
• Shoutouts (44:10)
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