

152. CRE Sentiment: Sunny Skies or Eye of the Storm?; Developments & Demand, CMBS Signs of Life
Aug 12, 2022
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16
Introduction
00:00 • 6min
Animal Crackers - I'm Still in That Mine Set
05:42 • 2min
The Streaming Business
07:35 • 3min
C M S Ket
10:16 • 3min
Is the Credit Curve Wider for CM Bs?
12:58 • 4min
What's the Maccro Sentiment?
16:29 • 2min
Are We Going to Have a Landing?
18:58 • 2min
C M B S Delinquency Forecast
20:39 • 3min
We Think Things Will Get Worse
23:20 • 3min
Office - What's Going On?
26:17 • 4min
Real Estate News - Is There Still That High Going?
30:47 • 3min
Student Housing
34:03 • 5min
Retail Market
39:31 • 3min
The New Serviceor Watchlist Notes
42:31 • 2min
I'd Be a Sagway Guy, Like Pall Lard Ball Cop?
44:51 • 3min
The Global Structured Finance Update Podcast
47:52 • 4min