The TreppWire Podcast: A Commercial Real Estate Show 278. Where Were You When the Fed Cut Interest Rates?, CMBS Trading Alerts, & More
Sep 19, 2024
The podcast reveals the Fed's recent 50 basis point interest rate cut and its potential effects on commercial real estate. It highlights challenges in the office sector, such as declining occupancy and special servicing concerns. Amidst bankruptcy news from Big Lots, the retail landscape is examined. Issues in the lodging sector are also addressed, with insights on falling property values. Additionally, trends in CMBS delinquency offer a glimpse into the market's recovery potential and forthcoming research reports.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 4min
Impact of 50 Basis Point Rate Cut
04:03 • 14min
Commercial Real Estate Challenges
18:33 • 15min
Big Lots Bankruptcy and Retail Sector Challenges
33:38 • 7min
Challenges in the Lodging Sector: Valuation Declines and Debt Management
40:52 • 4min
Insights on CMBS Trends and Upcoming Research Reports
45:02 • 6min