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Kandungan disediakan oleh The TreppWire Podcast, A CRE Show, The TreppWire Podcast, and A CRE Show. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh The TreppWire Podcast, A CRE Show, The TreppWire Podcast, and A CRE Show atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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283. Storms & Stats: Hurricane Milton, Inflation, Jobs, Special Servicing Spike, CRE Sector Stories

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Manage episode 444679401 series 2780941
Kandungan disediakan oleh The TreppWire Podcast, A CRE Show, The TreppWire Podcast, and A CRE Show. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh The TreppWire Podcast, A CRE Show, The TreppWire Podcast, and A CRE Show atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.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

304 episod

Artwork
iconKongsi
 
Manage episode 444679401 series 2780941
Kandungan disediakan oleh The TreppWire Podcast, A CRE Show, The TreppWire Podcast, and A CRE Show. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh The TreppWire Podcast, A CRE Show, The TreppWire Podcast, and A CRE Show atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.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

304 episod

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