140. Office: Death by a Thousand Cuts?, Filet Mignon & SASB Deals, Retail Mixed-Bag
In this week's episode, we examine the mixed-bag of retail earnings reports and what it means for the market. We talk about office maturities, stories focused on "vacate and terminate," and the sentiment that the office market may be facing "death by a thousand cuts." Finally, we dive into single-asset, single-borrower transactions and explain the trends seen with those CMBS deals. We also find out what Lonnie would do if he wasn’t in CRE and discuss what he would name his startup company... Episode Notes: • Stocks, economy, market news (0:23) • Thing 1 & thing 2 in the market (5:25) • Mixed bag of retail earnings (8:52) • ICSC retail conference sentiment, interview with Stephanie Cegielski (16:58) • Retail stories (22:47) • Office maturities (28:07) • Office crabgrass (34:20) • Trading Alert: NY office loan extension (41:46) • Single-asset, single-borrower issuance (43:13) • Shoutouts (49:08) Questions or comments? Contact us at [email protected]. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp-llc Facebook: www.facebook.com/TreppLLC