163. Subleases & Givebacks Galore; $300 Billion of Upcoming Maturities; Where’s the Stress?
The TreppWire Podcast: A Commercial Real Estate Show
00:00
Bond Investors and Stock Investors See the Glass Half Full
Bond investors just keep pushing yields higher and spreads higher because we didn't see CMBS wide in the last couple of days. The home builder sentiment index fell for a record 10th month in a row in October, National Association of Home Builders monthly confidence fell 8 points to 38 in October. We did have some earnings this week. JP Morgan reported a 17% drop in third quarter profit. Wells Fargo posted a 31% decline and city reported a 25% drop.
Transcript
Play full episode
