The TreppWire Podcast: A Commercial Real Estate Show cover image

The TreppWire Podcast: A Commercial Real Estate Show

243. Extend &… Pretend, Profit or Peril? Office Environment; Lodging Maturities; Property News

Feb 16, 2024
Explore 'extend and pretend' strategy, lodging distress signs, office environment analysis. Dive into hotel sale, multifamily stories, retail news, industrial sale. Learn about office restructure, loan modification. Full of commercial property insights
51:46

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Quick takeaways

  • Market reacts to CPI and retail sales, influencing rate cut speculations.
  • Lodging sector faces financial distress due to interest rate challenges and refinancing difficulties.

Deep dives

Significance of Retail Sales and CPI in Fed's Rate Cut Decisions

Retail sales and CPI readings played a crucial role in the Fed's rate cut decisions, with CPI coming in higher than expected, driven largely by housing inflation. While retail sales showed a significant decline, these metrics influenced the market's speculation on future rate changes but weren't decisive factors for the Fed's decisions, as they mainly focus on the PCE inflation report.

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