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Podcast: The TreppWire Podcast: A Commercial Real Estate Show
Episode: 241. Commercial REality Check: What Fed Pivot? & More with Danielle DiMartino Booth and Dan McNamara
Description: In this week's episode of The TreppWire Podcast, we are joined by two market experts, Danielle DiMartino Booth, CEO & Chief Strategist at Quill Intelligence, and Dan McNamara, Founder & CIO of Polpo Capital. After a week full of headlines, we discuss the 'cold water' that seems to have been thrown on the recent resilience and soft-landing narrative. Join us as we talk layoffs and what the jobs numbers really mean, CMBS issuance, increasing recession fears, maturity walls, and faltering CRE fundamentals. Tune in now.
Episode Notes:
- Breaking down the week's news (0:47)
- Inflation numbers and hotels; layoffs and jobs (7:02)
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