290. Rates are up, but so is Optimism? What the Numbers are Saying: Special Servicing Rates, Treasury Yields, CPI & Credit Stories

The TreppWire Podcast: A Commercial Real Estate Show

The TreppWire Podcast, A CRE Show, The TreppWire Podcast, and A CRE Show에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 The TreppWire Podcast, A CRE Show, The TreppWire Podcast, and A CRE Show 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.

2M ago 49:54

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This episode is sponsored by The Henley Group.

In this week's episode of The TreppWire Podcast, we breakdown more macroeconomic news following the election, as well as the October Senior Loan Officer Survey (SLOOS) that was conducted prior to the election. We dive into Q4 2024 Real Estate Roundtable Sentiment Survey results and tease out Trepp’s newly published Special Servicing Report with October numbers. We close this week’s episode with several office, multifamily, and retail credit stories from the week. Tune in now.

Episode Notes:

Economic Update (0:25)
Real Estate Roundtable Sentiment Survey (7:54)
Trepp Special Servicing Report (16:38)
Office stories in NY Suburb, Philadelphia and LA (21:48)
Multifamily stories in Oregon, Texas and California (27:56)
Retail stories in New Jersey and New York City (34:13)
Industrial stories in 3 California cities: Ontario, Fontana, and San Bernardino (38:28)
Programming Notes (40:07)
Shoutouts (45:45)

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

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