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Podcast: The TreppWire Podcast: A Commercial Real Estate Show
Episode: 325. The Macro Seesaw: Mixed Economic Signals, CMBS Issuance History, Rising Delinquencies & Industrial Sales
Description: In this week's episode of The TreppWire Podcast, we discuss the markets that are still on edge as investors weighed fresh inflation data, a mixed jobs report, and renewed speculation around the Fed’s next move. We share fresh CMBS delinquency data and tease distress and loss data through the eras. We discuss two Westfield mall loans – one with a value reduction and another sent to special servicing. There is positive office news with Deloitte moving its North American headquarters to Hudson Yards, but negative stories with zombie buildings in Chicago impacting the surrounding market. We close the episode with...