119. Market Volatility & CRE, Mall Loan Defeasances, Hotel Distress

The markets have been on a wild ride as investors digested news this week, but how does the volatility impact CRE? In this week’s episode of The TreppWire Podcast, we dive into what matters for CRE and CMBS participants. Then, we discuss several big stories: large retail loan defeasances which represent a positive sign for CMBS investors, new hotel issuance, and our distressed hotel analysis. We close by sharing our predictions ahead of the NFL playoffs. Episode Notes: How does market volatility impact CRE? (0:53) CMBS market performance (8:34) Takeaways for non-CMBS investors (16:36) Mall loan defeasances – positive signs for retail (18:13) Hotel distress and losses (28:02) Shoutouts (34:49) NFL predictions (35:45) Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp-llc Facebook: www.facebook.com/TreppLLC