This week, economic data suggested the Fed might actually pull off a soft landing, but that won’t come without some turbulence. In this episode, we talk about the WeWork news and the firm’s CRE exposure, where investors can hide amid growing market distress, and the latest macroeconomic data. We also break down a potpourri of office stories, and some news for healthcare and industrial properties. Tune in now.
Episode Notes:
• Economic update (0:23)
• Small balance delinquencies (9:41)
• WeWork news and CRE exposure (15:27)
• Office stories (22:26)
• Retail store closings (39:50)
• Healthcare story (41:50)
• Industrial deal (46:57)
• Shoutouts (49:13)
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