177. ‘Game of Chicken’ for Players in CRE Finance, CREFC Sentiment; Office Sublease Special

For the last few days, the podcast team was at CREFC Miami, where the sentiment surrounded “cautious optimism” (or was it “cautious pessimism?”) and the 'game of chicken' that is taking place for buyers/sellers and borrowers/lenders. In this week's episode, Orest Mandzy of CRE Direct joins the team to share our takeaways from the CRE finance industry conference, dive into what’s to come for multifamily and affordability, examine where CMBS issuance and loan payoffs stand, and share crabgrass and green shoots for retail and office. Tune in now. Episode Notes: Economic update (0:23) Good news on inflation (3:07) Housing (6:15) CREFC Confidential: Industry conference Sentiment (10:16) Multifamily and affordability panel (20:25) Year-End Magazine: CMBS issuance (25:10) December 2022 loan payoffs (29:32) Retail crabgrass (31:38) Retail positives (33:20) Sublease special (39:02) Office crabgrass (41:09) Greenies in office (44:04) Shoutouts (48:53) Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp-llc Facebook: www.facebook.com/TreppLLC