146. Will CRE Muddle Through? Delinquency Blip or Inflection Point, Office Vacancies
The market is on recession watch; are they making heads or tails of recent news? In this week’s episode, we ponder if commercial real estate will muddle through. We discuss Trepp’s latest CMBS delinquency report, noting an increase that could be a blip or a turning point in the recovery. We also dive into several office, retail, and hotel green shoot and crabgrass stories. Tune in now. Episode Notes: • Investors on recession watch (0:23) • CMBS delinquency report (7:28) • Office vacancies (12:07) • Crabgrass for office (16:31) • Office positives (20:23) • Retail update (27:50) • Mall stories (30:37) • Hotel mixed-green (32:49) • Shoutouts (35:14) 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