

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.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 4min
Real Estate Market Analysis and Retail Sector Distress
03:52 • 16min
Exploring Distressed Loans and Positive Developments in Commercial Real Estate
19:46 • 17min
Update on San Francisco Hotel Loan and Negotiations for Extension
36:45 • 2min
Upcoming Events and Networking Opportunities in Commercial Real Estate
38:22 • 6min
Casual Discussion on Baseball, Teams, and Fan Optimism
44:08 • 2min