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Podcast: The TreppWire Podcast: A Commercial Real Estate Show
Episode: 10. Two Schools of Thought on the Future of Office, Borrower Relief Options, CRE Delinquencies
Description: We discuss borrower relief options, the two schools of thought on the future of office space, the newest data on CMBS delinquencies, the retail consumer, the ramifications of a big CLO buyer pulling out (for now), and our excitement for the reopening of both Disney World and the NHL.
Episode Notes:
Signs of hope in the market (0:53)
CMBS delinquencies continue to rise (7:44)
How borrowers can potentially seek relief (12:33)
Where will the future retail consumer be? (14:49)
Is office-centricity a thing of the past? (27:42)
āIām going to Disney World!ā (33:07)
A big Japanese CLO buyer pulls out (for now) (37:52)
The return of the NH...