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Podcast: The TreppWire Podcast: A Commercial Real Estate Show
Episode: 121. Mixed-Bag of Office News in US Cities, CMBS vs. Bank CRE Loan Performance
Description: In this week's episode, we review recent CMBS and bank CRE loan performance, examining delinquencies across property types. Then, in the latest CRE news, we discuss positive and negative office stories in Houston, Omaha, and St. Louis, dive into mall REIT, PREIT's sales and several other mall stories, and discuss some long-term viability news for the San Francisco market.
Episode Notes:
Market activity (0:50)
Spotify news (5:10)
CMBS delinquency rate (9:01)
Bank loan performance data (12:33)
Office stories: positive news in Houston (16:11)
Texas real estate sentiment (19:32)
Office green shoot in Omaha (24:24)
Crabgrass in St. Louis (26:09)
PREIT & mall news (30:55)
San Francisco news: long-term viability (36:49)
Georgia...