155. Which Way is the Wind Blowing? Making Sense of a Choppy Market; CRE Value (D.U.S.T)

In this week’s episode, we review the risk-on or risk-off environment amid choppy news and try to make sense of the impact on CRE. We discuss the recency bias in the market, retail earnings, and companies shedding their office space. We also dive into large retail trading alerts and Professor Hendry shares a real estate value lesson on demand, utility, scarcity, and transferability. Tune in now. Episode Notes: News that could impact Fed’s sentiment (0:23) Recency bias (7:04) Retail earnings (10:24) Peloton and Lyft office news (16:30) Trading alert: Unibail-Rodamco-Westfield (17:48) Trading Alert: Cineworld (20:21) Office news (23:17) CRE Value: D.U.S.T (26:17) Green shoots (30:31) Negative asset class stories (34:24) Preview, secondary MSA rankings (38:36) Shoutouts (40:33) 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