In this week's episode, we present an inaugural Trading Alert recorded live on the podcast, where we dive into the news of a large real estate player handing back the keys to their office holdings and decide if it will cause a seismic shift in the CRE sector.
We talk multifamily markets to watch, delinquency rates revealing it’s not all doom and gloom, and many corporate announcements and earnings. Stay tuned for green shoots and crabgrass in office and a discussion about grocery-anchored retail. Tune in now.
Episode Notes:
Economic news (0:23)
Confusing jobs story (7:55)
Corporate announcements (9:45)
Podcast Trading Alert: RXR Handing Back the Keys (12:30)
Redemptions (18:38)
Vornado writing down portfolio value (23:06)
Delinquency report (24:14)
Bed Beth & Beyond closing 87 more stores (28:22)
Office green shoots (33:33)
Crabgrass in office (35:43)
One person’s crab is another person’s green (38:58)
Multifamily markets to watch (41:14)
Grocery-anchored retail (43:37)
Shoutouts (47:33)
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