In this week’s episode of The TreppWire Podcast, we discuss the Evergrande news, comparing what we are seeing now to the Great Financial Crisis. We dive into a headline story that our own TreppWire team uncovered involving a misallocation of $12 million to CMBS bondholders. Professor Lonnie Hendry joins to give his office market predictions and share a rental rates 101 segment. Finally, what happens in Vegas doesn’t stay in Vegas, tune in to hear Manus’ takeaways from a recent trip.
Episode Notes:
• Evergrande and economic update (0:47)
• Comparison to the GFC and Lehman (7:26)
• Misallocation of funds / CMBS 101 (13:05)
• Office green shoots (22:36)
• Professor Hendry’s predictions: headwinds for office (25:01)
• Rental rates 101 / office lease analysis (29:43)
• Should-know office story (35:13)
• Shoutouts (40:52)
• Vegas vibe check (43:10)
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