During the latest Senate hearing, Jamie Dimon acknowledged there is a housing bubble, but not like the previous one. In this week’s episode, we discuss the housing market and what can be described as an “alternative housing bubble.” We spend this episode looking on the bright side: reviewing the recent headlines for lodging, retail, and office that may show the sectors turning a corner.
Episode Notes:
Housing bubble or alternative bubble? (0:48)
Multifamily and single-family rents (7:36)
Investors’ reactions to retail earnings (12:57)
Positive CRE finance retail stories (16:42)
Commercial rents pave way for new retailers (19:21)
A hybrid model for office (22:13)
Tenant moves (26:04)
Good office news (30:21)
Hotels, payoffs, extensions, etc. (34:39)
Shoutouts (40:42)
Questions or comments? Contact us at podcast@trepp.com.
Follow Trepp:
Twitter: twitter.com/TreppWire
LinkedIn: www.linkedin.com/company/trepp-llc
Facebook: www.facebook.com/TreppLLC
The TreppWire Podcast: A Commercial Real Estate Show