245. Leaping Through Data – Macy’s, Malls, Delinquency Report, & Discounted Payoffs
The TreppWire Podcast: A Commercial Real Estate Show
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Commercial Real Estate Market Analysis and Investment Trends
The chapter delves into the analysis of the fourth quarter 2023 US REITs earnings, highlighting trends, challenges, and opportunities in sectors like multifamily, industrial, office, strip centers, and retail malls. Discussions include specific cases of loans going to special servicing, value reductions in office properties, creative workout strategies, and discounted payoffs for distressed scenarios. Property sales in various locations, retail property acquisitions, and hotel industry challenges and transactions are also covered, providing insights into the commercial real estate market and investment landscape.
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