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Podcast: The TreppWire Podcast: A Commercial Real Estate Show
Episode: 124. Sobering Russia/Ukraine News Yet to Impact CRE, Appeal of Defeasances, Property Sales
Description: This week, we reflect on the sobering news out of Eastern Europe, noting the world’s reaction and that it has yet to impact the commercial real estate market in terms of lending and spreads. In this week’s episode, we talk about the state of CRE, dive into some retail earnings, and then turn to student housing, mall, and RV park news. We close with an overview of the appeal of defeasances.
Episode Notes:
Market update (0:25)
The CRE side of latest market news (3:50)
Trucker demonstrations (6:30)
Macy's, TJ Maxx earnings (10:34)
Home Depot, Lowes earnings and drive-thrus (15:04)
Student housing stories (19:04)
Mall sale...