In the office market, we’re seeing the fits and starts of a physical return to work play out this week. In this episode, we discuss the mixed bag of office news, takeaways from the mid-month CMBS delinquency report, the first case we’ve seen of a loan deferral with no advancing, and what the holiday season might look like in retail this year.
Episode Notes:
A relief bill for CRE is looking very unlikely (1:10)
Mid-month CMBS delinquency numbers (6:05)
Amazon entering the luxury space (15:07)
UK retail news (19:14)
The fits and starts of returning to the office (22:07)
Deal of the Week (36:12)
A loan deferral with no advancing (40:07)
CLO News: Delta and Chuck E. Cheese (45:12)
What will the holiday season look like for retail? (49:58)
The TreppWire Podcast: A Commercial Real Estate Show