Near term market outlook is positive but elevated prices, supply chain problems, a shortage of workers, and the Delta Variant are creating uncertainty. In this week's episode, we discuss the scariest macroeconomic issues in terms of impact on commercial real estate. Darren King, Trepp’s Head of CMBS joins us to discuss the almost-record CMBS issuance and explains what is happening in the conduit market. We then dive into the latest hotel activity stories and review hotel losses from the last decade.
Episode Notes:
Market news (0:25)
What is the scariest macro issue for CRE? (5:40)
CMBS and CRE CLO issuance update (13:43)
What can supply the conduit pipeline going forward (18:30)
An uptick in hotel activity (24:06)
Hotel losses in the last decade (34:37)
Shoutouts (43:00)
Questions or comments? Contact us at podcast@trepp.com.
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The TreppWire Podcast: A Commercial Real Estate Show