In this week’s episode, our team weighs in on the latest mixed economic data and covers the falling CMBS delinquency rate that hit a new milestone in the pandemic era. We also discuss green shoot stories for office, our Deal of the Week, and recent must-know activity in the hotel market.
Stick around as we talk luxury handbags and try to wrap our heads around NFT McRibs and metaverse sneakers.
Episode Notes:
• Mixed round of economic data (0:20)
• CMBS delinquency rate hits new milestone (6:27)
• Office green shoots with some crabgrass (11:19)
• Deal of the Week: Houston office (15:05)
• Must-Know: Amazon in Jersey City (16:54)
• Bankruptcy Trading Alert (18:06)
• Activity in the hotel sector (22:16)
• Green shoots and new developments (27:00)
• Retail data points (28:43)
• Shoutouts + NFT McRibs and MetaVerse Sneakers (34:14)
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