224. Markets U-Turn as Treasury Yields & Risk Spreads Tumble; Mall Optimism; Bay Area Office Pain
In this week’s episode of The TreppWire Podcast, we examine the market U-turn that the industry watched as treasury yields and risk spreads tumbled. We dive into new deals, our CMBS delinquency report and a large industrial loan that caused a spike in that rate, REIT earnings and some optimism from mall CEOs, and more pain for the Bay Area office market. Tune in now. This episode is sponsored by Spinoso Real Estate Group: https://spinosoreg.com/mall-investment-opportunity-and-operating-platform?utm_source=TreppWire&utm_medium=TreppWire+Digital+Content&utm_campaign=TreppWire+Oct+Nov+2023+Sponsorship Episode Notes: • Economic update: Fed decision, spreads & rates (0:23) • CRE deals announced (11:22) • CMBS delinquency report (14:50) • REIT earnings and mall CEOs (21:31) • Retail stories (28:47) • Office news (31:30) • Industrial story (41:28) • Shoutouts (43:12) Please take our listener feedback survey: www.surveymonkey.com/r/BMPXLHG Questions or comments? Contact us at [email protected]. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp Facebook: www.facebook.com/TreppLLC