AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
The TreppWire Podcast: A Commercial Real Estate Show
268. Bank CRE Portfolio Deep Dive, SASB Analysis, Special Servicer Transfers & Appraisal Reductions
Jul 25, 2024
This week dives into Blackstone's surprising dividend cut and stronger-than-expected GDP figures. It examines the complexities of SASB bonds tied to delinquent office loans and scrutinizes banks' exposure to office properties. Multifamily origination trends reveal rising deal volumes for smaller properties. The discussion also touches on recent appraisal reductions and loans transitioning to special servicing, stirring insights on the broader commercial real estate landscape.
52:14
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- The episode analyzes Blackstone's dividend cut, emphasizing the impact of rising interest rates and increased borrower defaults in commercial real estate.
- Listeners gain insight into the growing trend of small-cap multifamily properties, highlighting a strategic shift towards manageable and resilient investments among investors.
Deep dives
Impact of High Mortgage Rates on Housing Market
High mortgage rates have dampened the demand for single-family homes, resulting in disappointing sales figures for both new and existing homes. As rates remain elevated, potential buyers are increasingly cautious, leading to a slower-moving housing market. This trend suggests that the affordability crisis is likely to continue, impacting homeownership rates and rental markets alike. Meanwhile, anecdotal reports from businesses express heightened concerns regarding political uncertainty and potential shifts in regulatory policies in the upcoming year.
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode