In this week’s episode, our theme is a summer potpourri, a mix of retail and office headlines that are important to the commercial real estate finance market. We discuss the potential for borrowers handing back the keys, positive signs from Dillard’s earnings, WeWork’s latest partnership, upcoming foreclosure auctions, and office returns and rollbacks.
Episode Notes:
The time to taper is coming (0:55)
Dillard’s earnings (5:07)
Trading Alerts: non-core malls, borrowers handing back keys (8:46)
Retail green shoots (18:04)
Saks Fifth Avenue partners with WeWork (21:10)
The Gap’s $24M in back rent (23:55)
Employers moving ahead or rolling back return to the office (26:41)
Office leases and sales (32:46)
Upcoming foreclosure auctions (39:45)
Single-family rental update (41:35)
Shoutouts (44:08)
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The TreppWire Podcast: A Commercial Real Estate Show