This episode is sponsored by BetterPitch: https://www.betterpitch.com/. In this week’s episode, we break down the shift in economic news that will be bringing us back to our regularly scheduled programming of interest rate decisions, inflation, and job numbers. In commercial real estate, we had a big week for data – we saw the issuance of a CMBS deal, which is defying the debt ceiling drama and we also saw CMBS delinquency readings that investors have been anticipating for months. In office, there are several sublease stories of note. Tune in now.
Episode Notes:
- Economic updates: turning our attention back to other economic indicators (0:23)
- CRE state of the market (7:43)
- CMBS deal coming to market (9:00)
- Can CRE operate in a frozen market? (14:21)
- Delinquency report (18:16)
- Office losses at banks (26:20)
- Office stories to watch (28:06)
- Retail sales (37:58)
- Shoutouts (40:20)
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