Want to create an interactive transcript for this episode?
Podcast: The TreppWire Podcast: A Commercial Real Estate Show
Episode: 2. Forecasting Retail and Lodging Performance, The "Big Short" against CMBX 6, Hidden Risks in CRE
Description: In this week's episode, Manus Clancy, Senior Managing Director at Trepp, and Joe McBride, Head of CRE Finance at Trepp, discuss the challenges of forecasting retail and lodging performance, the "Big Short" against CMBX 6, hidden risks in CRE, and everything else newsworthy from the last week.
Episode Notes:
How is the stimulus bill going to move the market? (0:38)
How is all of this affecting the CMBS market? (4:51)
Forecasting the impact to retail and lodging (7:14)
Carl Icahn's "Big Short" against CMBX 6 retail loans (12:09)
How long until the remittance reports reflect the downturn? (17:44)
The Fed revived the 2008 TALF program – what were the le...