In this week's episode, we dive into the market reaction that followed Fed Chair Powell’s comments, the high stakes that surround the latest jobs data, and a proposed budget. We talk about soaring CMBS spreads and if the widening represents a buying opportunity or a sign of trouble coming for the industry. Then in CRE, we have a flurry of office crabgrass (and a few green shoots) to share. Stick around to hear our take on water cooler data and betting on WWE... Tune in now.
Episode Notes:
Market reactions this week (0:23)
CMBS spreads soaring (9:45)
Loans paying off on their maturity date (13:56)
Return to office (15:39)
Dumping of office space: Amazon (18:30)
Flurry of negative office news (21:04)
Office green shoots (33:25)
Programming notes (33:40)
Shoutouts (35:10)
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The TreppWire Podcast: A Commercial Real Estate Show