In this week's episode of The TreppWire Podcast, we break down the news of Blackstone's dividend cut and discuss stronger-than-expected GDP. In a few deep dive segments, we look at SASB bonds backed by delinquent office loans, share a true analysis of bank office exposure, and provide the latest multifamily origination trends. We close with stories about loans moving to special servicing and new appraisal changes. Tune in now.
This episode is sponsored by CREi Summit: creisummit.com/
Episode Notes:
Economic Update (0:23)
Blackstone's dividends cut (4:00)
SASB analysis (10:43)
Bank CRE office exposure (15:45)
Multifamily origination trends (24:45)
San Francisco's Parkmerced has value slashed (33:30)
Office stories (35:40)
Office, retail, & lodging value reductions (40:20)
Shoutouts (47:30)
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