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Podcast: The TreppWire Podcast: A Commercial Real Estate Show
Episode: 80. A Grab Bag of Retail and Office Headlines, Inflation Confirmation
Description: In this week’s episode, we discuss the latest data that confirms inflation is a real issue. But, is it a short-term reopen shock? We also spend some time digging into the current state of the retail market: street-level retail update, mall owners throwing in the towel, REITs adding tenants, mall traffic data, and more. Lastly, we run through office stories and the April loan payoff report and what it means for investors.Â
Episode Notes:
• Inflation confirmation (1:00)
• Retail round-up (11:35)
• L-brands spinoff (17:47)
• Simon Property Group earnings (19:22)
• Office stories (22:06)
• April Payoff Report (30:25)
• Why do CMBS investors care about payoffs (32:43)
• Shoutouts (36:10)
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