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Podcast: The TreppWire Podcast: A Commercial Real Estate Show
Episode: 145. First-Half CRE Scorecard, High Watermark Transactions, Bank Loan Data
Description: Get your whiteboards out. In this week’s episode, we give a half-year 2022 commercial real estate scorecard, providing an overview of where the market is and where it could be going. In office, it was a good week for transactions and lease renewals. We also discuss the latest bank loan delinquency and origination data. Listen now.
Episode Notes:
Economic outlook, markets looking for direction (0:25)
Layoff news and the impact (9:21)
First half-2022 recap and CRE scorecard (13:33)
CMBS and CMBX spreads YoY comparison (17:13)
Glass half-full case for the market (23:35)
Bank loan delinquency and origination data (36:28)
Office transactions and renewals (38:41)
Hotel green shoots (43:24)
Sh...