In an early Thanksgiving edition of The TreppWire Podcast, we review concerns from the latest retail earnings and what this means for interest rates and CRE. We dig through new loan maturities data, share stories for office and retail, and examine the news of Signature Bank’s multifamily loan sales. And finally, we close with the reasons we’re thankful for the CRE market this year – in former NFL coach and broadcaster John Madden’s "turkey leg" fashion. Tune in now.
Episode Notes:
• Economic update (0:23)
• Retail earnings deep dive (1:39)
• Retail sales and headlines (10:21)
• Office stories (17:21)
• Maturities with DSCR <1.25x (30:16)
• Signature Bank multifamily loan sales (37:28)
• CRE’s turkey legs (41:17)
• Shoutouts (45:57)
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