265. Will July Bring Fireworks to CRE? Building Permits, Fund Redemptions, Regional Bank Fundraise
The TreppWire Podcast: A Commercial Real Estate Show
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Examining Real Estate Trends and Economic Indicators
The chapter delves into a real estate transaction in Manhattan's Upper East Side, discussing high rental prices and the multifamily sector's performance, along with concerns about the US housing market potentially reaching an inflection point. They analyze various economic indicators, express worries about a softening labor market leading to a recession, and touch on bifurcation in the economy. Additionally, the chapter explores the CMBS delinquency rate, distress in the office sector, findings of the monthly CMBS loan loss report, and listener questions about private equity real estate funds.
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