After a week of falling yields, benign inflation, and strong economics, we dig into some (very) cautious optimism for the commercial real estate market. In this week's episode, we also break down the latest CMBS delinquency rates, share green shoots and crab grass for retail and office, and examine the latest issuance data. Tune in now.
Episode Notes:
- Economic update (0:23)
- New CMBS issuance (5:47)
- Trepp CMBS delinquency report (10:52)
- Office stories (16:03)
- Retail headlines (35:08)
- Hotel sales (43:23)
- Shoutouts (47:06)
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