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Contenido proporcionado por The TreppWire Podcast, A CRE Show, The TreppWire Podcast, and A CRE Show. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente The TreppWire Podcast, A CRE Show, The TreppWire Podcast, and A CRE Show o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.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
Contenido proporcionado por The TreppWire Podcast, A CRE Show, The TreppWire Podcast, and A CRE Show. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente The TreppWire Podcast, A CRE Show, The TreppWire Podcast, and A CRE Show o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.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
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304 episodios

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Manage episode 444679401 series 2780941
Contenido proporcionado por The TreppWire Podcast, A CRE Show, The TreppWire Podcast, and A CRE Show. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente The TreppWire Podcast, A CRE Show, The TreppWire Podcast, and A CRE Show o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.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 episodios

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