

132. Brokers Start Your Engines, Office Sales; Multifamily NOI Teaser; Retail Review
Apr 16, 2022
57:52
In this week’s episode, we dive into what the CPI and PPI numbers mean for the market and cover recent bank, retail, and airline earnings. In a segment called “brokers start your engines,” we examine the latest office sales. We then take a walk down memory lane, reporting on new data for properties we’ve been watching over the years. Finally, we give a teaser for our multifamily net operating income analysis.
Episode Notes:
• Inflation, CPI, PPI (0:22)
• Bank and retail earnings (8:47)
• Delta earnings (14:17)
• Office stories and preliminary maturity data (16:20)
• Brokers start your engines: sales (23:46)
• Walk down memory lane: CMBS loan news (28:15)
• Twitter and Elon Musk, CMBS headquarters (34:44)
• Retail store closures decline and increased theft (38:16)
• Crabgrass and green shoots for retail (42:17)
• Multifamily financials report (48:28)
• Shoutouts (54:26)
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