In this week's episode of The TreppWire Podcast, we ask the question: 'Is distress in commercial real estate a result of lagging indicators or is market optimism winning the narrative battle?' after breaking down positive economic signals but cautioning that CRE might not be out of the woods yet. We also share green shoots and crabgrass across the asset classes and provide a sneak peek into our bank CRE loan performance data. Tune in now.
Episode Notes:
- Economic and market update (0:23)
- Illiquidity of CRE, lags in real estate (5:15)
- Bank CRE loan data (9:21)
- Retail crabgrass (11:49)
- Multifamily crabgrass(19:48)
- Office crabgrass (25:22)
- Green shoots for office loans and properties (30:14)
- Industrial transactions (33:19)
- Lodging (36:50)
- Shoutouts (38:06)
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