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Podcast: The TreppWire Podcast: A Commercial Real Estate Show
Episode: 73. Fresh Bank CRE Loan & CMBS Delinquency Data, Falling Multifamily Occupancy, Hotel & Sports
Description: In this week's episode, the team examines new economic data which shows choppy progress. We dive into CMBS delinquency rates and give listeners a sneak peek at the latest bank CRE loan performance and multifamily occupancy data. It was a heavy sports day for the team: we talk about some hotels that are struggling without live sports and also get excited for MLB Opening Day, the Masters, and college basketball.
Episode Notes:
Economic update: Jobs anticipation, Archegos (1:01)
CMBS delinquencies (6:38)
Return to the office (11:53)
Multifamily occupancy (22:23)
Retail vacancies (26:51)
Hotels: hurt by travel and live sports fans (31:40)
Bank CRE loan performance (36:25)
Deal...