In this week's episode, we give a temperature check on the CRE market, as we cover bank stress testing, buying opportunities from dry powder, the latest CPI data, and new originations. We also share some big office lease stories, a bank earnings preview, an update on short-term rentals, multifamily and office loan-to-value data, and mall loan stories. And, we cover 7-Eleven's CMBS exposure, in honor of recording on 7/11. Tune in now.
Episode Notes:
- 7-Eleven (0:23)
- Macro update: CPI and the Fed (3:35)
- Buying opportunity in CRE: maturities and dry powder (8:09)
- Big office leases (12:01)
- Lease renewals (16:32)
- Bank Earnings preview (19:05)
- CMBS issuance and new originations (25:10)
- Multifamily and office LTV (27:48)
- Short-term rentals (30:07)
- Mall tenants downsizing and loan extensions (38:50)
- Shoutouts (44:06)
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