In this week's episode of The TreppWire Podcast, we are joined by two market experts, Danielle DiMartino Booth, CEO & Chief Strategist at Quill Intelligence, and Dan McNamara, Founder & CIO of Polpo Capital. After a week full of headlines, we discuss the 'cold water' that seems to have been thrown on the recent resilience and soft-landing narrative. Join us as we talk layoffs and what the jobs numbers really mean, CMBS issuance, increasing recession fears, maturity walls, and faltering CRE fundamentals. Tune in now.
Episode Notes:
- Breaking down the week's news (0:47)
- Inflation numbers and hotels; layoffs and jobs (7:02)
- Office impairment 2.0 (10:07)
- CMBS rally? (18:40)
- Corporate debt maturities (23:00)
- Hotel maturities (29:56)
- Quantitative tightening and liquidity risks (33:35)
- Where to put capital to work? (36:54)
- Dallas office vacancies (37:53)
- "Silver lining" for 2024 (44:53)
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