245. Leaping Through Data – Macy’s, Malls, Delinquency Report, & Discounted Payoffs
The TreppWire Podcast: A Commercial Real Estate Show
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Macy's Store Closures and CMBS Delinquency Rates Analysis
Exploring Macy's decision to close 150 underperforming stores and its impact on CMBS loans, delinquency rates, and mall owners. The chapter also delves into the latest numbers, revealing a slight rise in the overall CMBS delinquency rate driven by the office sector and a significant drop in the retail segment.
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