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Podcast: The TreppWire Podcast: A Commercial Real Estate Show
Episode: 283. Storms & Stats: Hurricane Milton, Inflation, Jobs, Special Servicing Spike, CRE Sector Stories
Description: In this week's episode of The TreppWire Podcast, we analyze Hurricane Milton's impact on CRE, the latest CPI reading (and drop-off in attention it is receiving), and the increase in jobless claims. We share data for special servicing rates and loan losses and dig into recent credit stories including office market trends, retail special servicing issues, and multifamily property transactions. We also explore industrial sector performance and lodging market shifts. Tune in now.
Episode Notes:
- Macro news: Hurricane Milton, new CPI reading, Fat Bear Week (0:23)
- Insurance premium risk (8:00)Â
- CMBS Special Servicing Report (11:45)
- CMBS Loan Losses (17:49)
-Office n...