Artwork

Content provided by The TreppWire Podcast, A CRE Show, The TreppWire Podcast, and A CRE Show. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The TreppWire Podcast, A CRE Show, The TreppWire Podcast, and A CRE Show or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
Player FM - Aplicație Podcast
Treceți offline cu aplicația Player FM !

283. Storms & Stats: Hurricane Milton, Inflation, Jobs, Special Servicing Spike, & CRE Sector Stories

57:19
 
Distribuie
 

Manage episode 444700320 series 2780941
Content provided by The TreppWire Podcast, A CRE Show, The TreppWire Podcast, and A CRE Show. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The TreppWire Podcast, A CRE Show, The TreppWire Podcast, and A CRE Show or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

In this week's episode of The TreppWire Podcast, we analyze Hurricane Milton's impact on CRE, the latest CPI reading (and drop-off in attention it is receiving), and the increase in jobless claims. We share data for special servicing rates and loan losses and dig into recent credit stories including office market trends, retail special servicing issues, and multifamily property transactions. We also explore industrial sector performance and lodging market shifts. Tune in now.

Episode Notes:

- Macro news: Hurricane Milton, new CPI reading, Fat Bear Week (0:23)
- Insurance premium risk (8:00)
- CMBS Special Servicing Report (11:45)
- CMBS Loan Losses (17:49)
-Office news (20:58)
- Retail: Special Servicing and Loan Performance Issues (33:03)
- Multifamily: Special Servicing and Property Transactions (34:25)
- Industrial: Warehouse Demand and Logistics Trends (38:49)
- Lodging: Hotel Performance and Travel Industry Update (43:23)
- Programming Notes (46:21)
- Shoutouts (51:02)

Please take our listener feedback survey: www.surveymonkey.com/r/BMPXLHG

Questions or comments? Contact us at podcast@trepp.com.

Follow Trepp:
Twitter: www.twitter.com/TreppWire
LinkedIn: www.linkedin.com/company/trepp

  continue reading

301 episoade

Artwork
iconDistribuie
 
Manage episode 444700320 series 2780941
Content provided by The TreppWire Podcast, A CRE Show, The TreppWire Podcast, and A CRE Show. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The TreppWire Podcast, A CRE Show, The TreppWire Podcast, and A CRE Show or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

In this week's episode of The TreppWire Podcast, we analyze Hurricane Milton's impact on CRE, the latest CPI reading (and drop-off in attention it is receiving), and the increase in jobless claims. We share data for special servicing rates and loan losses and dig into recent credit stories including office market trends, retail special servicing issues, and multifamily property transactions. We also explore industrial sector performance and lodging market shifts. Tune in now.

Episode Notes:

- Macro news: Hurricane Milton, new CPI reading, Fat Bear Week (0:23)
- Insurance premium risk (8:00)
- CMBS Special Servicing Report (11:45)
- CMBS Loan Losses (17:49)
-Office news (20:58)
- Retail: Special Servicing and Loan Performance Issues (33:03)
- Multifamily: Special Servicing and Property Transactions (34:25)
- Industrial: Warehouse Demand and Logistics Trends (38:49)
- Lodging: Hotel Performance and Travel Industry Update (43:23)
- Programming Notes (46:21)
- Shoutouts (51:02)

Please take our listener feedback survey: www.surveymonkey.com/r/BMPXLHG

Questions or comments? Contact us at podcast@trepp.com.

Follow Trepp:
Twitter: www.twitter.com/TreppWire
LinkedIn: www.linkedin.com/company/trepp

  continue reading

301 episoade

Toate episoadele

×
 
Loading …

Bun venit la Player FM!

Player FM scanează web-ul pentru podcast-uri de înaltă calitate pentru a vă putea bucura acum. Este cea mai bună aplicație pentru podcast și funcționează pe Android, iPhone și pe web. Înscrieți-vă pentru a sincroniza abonamentele pe toate dispozitivele.

 

Ghid rapid de referință

Listen to this show while you explore
Play