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Podcast: The TreppWire Podcast: A Commercial Real Estate Show
Episode: 64. Sublets, Shopping Malls, Slot Machines, and CMBS Deal Pricing 101
Description: In this week’s episode, we look at the latest mix of bad and good news for the commercial real estate property types. We walk through this week’s ‘Ground Zero’- like office headlines, unicorn news for the hotel segment, Simon’s retail earnings, and Amazon’s industrial story. We also discuss our Life Insurance Commercial Mortgage Return Index and CMBS deal pricing 101. In time for Valentine’s day, we share our thoughts on the holiday.
Notes:
• Market Headlines (0:45)
• Office sector news: sublets (1:30)
• NY office news (7:37)
• Chicago – 'Ground Zero' for office(9:05)
• San Francisco segment (10:23)
• Unicorn headlines for hotels(13:24)
• The "salvation of the shopping mall...