The TreppWire Podcast: A Commercial Real Estate Show cover image

The TreppWire Podcast: A Commercial Real Estate Show

249. Are CRE Distress & Optimism Mutually Exclusive? Green Shoots, Crabgrass, & Bank Loan Data

Mar 29, 2024
This podcast delves into the challenges of distress in commercial real estate, alongside positive economic signals. They discuss illiquidity in CRE, bank loan data, retail, multifamily, and office distress. Also covered are green shoots in office loans, industrial transactions, and lodging. A lighthearted segment on baseball and fan optimism wraps up the episode.
46:38

Podcast summary created with Snipd AI

Quick takeaways

  • Distress in CRE is influenced by lagging indicators and market optimism, posing challenges for valuations.
  • Commercial real estate transactions face delays and uncertainties due to market complexities and unique sector lags.

Deep dives

Unexpected Incident at Keybridge in Baltimore, Maryland

The collapse of Keybridge in Baltimore, Maryland, due to being struck by a container ship, led to concerns about potential inflationary effects in the summer as the port operations were expected to be offline for weeks. The incident, affecting the industrial market due to the port's activity, received attention highlighting potential economic repercussions and a need for rebuilding the bridge.

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