In this week's episode of The TreppWire Podcast, we break down the resurgence of major commercial real estate players and their capital allocation strategies. We provide the latest data on bank CRE loan and CMBS delinquencies, explore trends in the office SASB market, and share insights on office sales, including properties listed on auction sites. Tune in now.
Episode Notes:
Blackstone commit to deploy $65 billion dry powder (1:25)
Malls into minicities (5:33)
Superregional mall feud (9:02)
Banks dumping real estate loans (13:50)
Bank CRE loan performance and CMBS delinquencies (18:12)
Mezzanine lender intervenes on Gas Company Tower (26:35)
Online office auction (29:15)
Large apartment acquisition (33:05)
SASB office market (36:22)
Shoutouts (43:35)
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