While the market was watching CPI numbers, jobless claims, and retail sales this week, the Trepp team was digging into the ‘extend and pretend’ narrative and signs of distress hiding in the lodging sector. In this episode, we dig into the data behind these themes, give a deep dive into the current office environment, and also share stories across the commercial property types. Tune in.
Episode Notes:
- Economic update: CPI, retail sales (0:23)
- Extend and pretend narrative (4:55)
- Hidden lodging distress? Maturities (15:39)
- Hotel sale (21:13)
- Multifamily stories (26:12)
- Retail news (29:31)
- Industrial sale (35:01)
- Office restructure and loan modification (36:11)
- Shoutouts (43:53)
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