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241. Commercial REality Check: What Fed Pivot? & More with Danielle DiMartino Booth and Dan McNamara

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Manage episode 398772727 series 2780941
Content provided by The TreppWire Podcast, A CRE Show. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The TreppWire Podcast, 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://player.fm/legal.
In this week's episode of The TreppWire Podcast, we are joined by two market experts, Danielle DiMartino Booth, CEO & Chief Strategist at Quill Intelligence, and Dan McNamara, Founder & CIO of Polpo Capital. After a week full of headlines, we discuss the 'cold water' that seems to have been thrown on the recent resilience and soft-landing narrative. Join us as we talk layoffs and what the jobs numbers really mean, CMBS issuance, increasing recession fears, maturity walls, and faltering CRE fundamentals. Tune in now. Episode Notes: - Breaking down the week's news (0:47) - Inflation numbers and hotels; layoffs and jobs (7:02) - Office impairment 2.0 (10:07) - CMBS rally? (18:40) - Corporate debt maturities (23:00) - Hotel maturities (29:56) - Quantitative tightening and liquidity risks (33:35) - Where to put capital to work? (36:54) - Dallas office vacancies (37:53) - "Silver lining" for 2024 (44:53) 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 Facebook: www.facebook.com/TreppLLC
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276 episodes

Artwork
iconShare
 
Manage episode 398772727 series 2780941
Content provided by The TreppWire Podcast, A CRE Show. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The TreppWire Podcast, 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://player.fm/legal.
In this week's episode of The TreppWire Podcast, we are joined by two market experts, Danielle DiMartino Booth, CEO & Chief Strategist at Quill Intelligence, and Dan McNamara, Founder & CIO of Polpo Capital. After a week full of headlines, we discuss the 'cold water' that seems to have been thrown on the recent resilience and soft-landing narrative. Join us as we talk layoffs and what the jobs numbers really mean, CMBS issuance, increasing recession fears, maturity walls, and faltering CRE fundamentals. Tune in now. Episode Notes: - Breaking down the week's news (0:47) - Inflation numbers and hotels; layoffs and jobs (7:02) - Office impairment 2.0 (10:07) - CMBS rally? (18:40) - Corporate debt maturities (23:00) - Hotel maturities (29:56) - Quantitative tightening and liquidity risks (33:35) - Where to put capital to work? (36:54) - Dallas office vacancies (37:53) - "Silver lining" for 2024 (44:53) 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 Facebook: www.facebook.com/TreppLLC
  continue reading

276 episodes

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