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Podcast: The TreppWire Podcast: A Commercial Real Estate Show
Episode: 270. The Carry Trade Selloff, Regional vs. Superregional Mall Distress, & Appraisal Reduction Trends
Description: After U.S. stocks had their biggest drop since 2022 and the Treasury Yield Curve un-inverted, there is a lot to digest in economic data. In this week's episode of The TreppWire Podcast, we discuss the continued uncertainty and what it could mean for issuance and lending standards. We also compare regional and superregional mall distress, breakdown recent special servicing stories, and give a sneak peek of our office valuations data. Tune in now.
Episode Notes:
• Economic Update (0:23)
• Regional vs. Superregional Mall Distress (10:04)
• Tightening Lending Standards (18:55)
• Office News (23:16)
• Retail Special Servicing (34:38)
• Mixed Use to Foreclosure (36:05)
• Office Valuations & Loan Losses (44:46)
• Shoutouts (47:27)
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