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The TreppWire Podcast: A Commercial Real Estate Show
241. Commercial REality Check: What Fed Pivot? & More with Danielle DiMartino Booth and Dan McNamara
Feb 2, 2024
Two market experts, Danielle DiMartino Booth and Dan McNamara, join the podcast to discuss recent events in the market. Topics covered include layoffs and job numbers, CMBS issuance, increasing recession fears, maturity walls, faltering CRE fundamentals, and where to put capital to work. They also dive into the high vacancy rates in the Texas office sector and opportunities in the debt side of commercial real estate. Tune in for valuable insights.
49:42
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Quick takeaways
- Fed meeting and regional banking concerns have dampened optimism in the market
- White-collar layoffs indicate a recession in the office sector
Deep dives
Resilience of markets after the Fed pivot in December and regional banking concerns
After the Fed pivot in December, markets have rallied and seemed to be pricing in a soft landing narrative. However, the recent Fed meeting and news about regional banking concerns have dampened optimism. Investors are realizing that there are fundamental issues that still need to be addressed.
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