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The TreppWire Podcast: A Commercial Real Estate Show
245. Leaping Through Data – Macy’s, Malls, Delinquency Report, & Discounted Payoffs
Mar 1, 2024
This podcast covers topics like Macy's store closures impacting CMBS loans, REIT earnings, office valuation reductions, discounted payoffs, industrial property purchases, and vintage muscle car restoration enthusiasm.
54:08
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Quick takeaways
- Analysis of Core PCE report and income gains impacting treasury yields.
- Implications of Macy's store closures on CMBS investments and retail centers.
Deep dives
Main Ideas on Core PCE Report and Monetary Default
The recent Core PCE report highlighted unexpected outcomes, with a detailed analysis of the income gains and inflation surprises that impacted treasury yields. Additionally, insights into a hotel portfolio facing challenges with property values and impending monetary default were discussed.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode