309. The CRE Check-Up: Fed's Vital Signs, CMBS Issuance Pulse, Walmart's Flu Warning, & DOGE's Office Surgery
The TreppWire Podcast: A Commercial Real Estate Show
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Shifts in Real Estate Metrics
This chapter analyzes the decline in performance metrics for a Philadelphia office building loan, highlighting shifts in occupancy and debt service coverage. It discusses the implications of the loan entering special servicing while remaining current on payments, and underscores the importance of real-time data for investment decisions. The chapter also touches on a hotel loan's transfer to special servicing and the broader challenges in the retail market, reflecting on trends and future expectations.
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