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Episode 109. Retail Renaissance or False Start? “Next Big Short” CMBX 6 Update, Office Green ShootsLinks/Markets_Links 2021. 11. 22. 09:28728x90
Episode 109. Retail Renaissance or False Start? “Next Big Short” CMBX 6 Update, Office Green Shoots
By: The TreppWire Podcast
November 18th, 2021
https://www.trepp.com/treppwire-podcast/episode-109-retail-renaissance-big-short-cmbx-6-office-11-19-2021
For every negative headline this week, there seemed to be a positive. In this week’s episode of The TreppWire Podcast, we dive into the green shoots and crabgrass focusing on the latest retail earnings, an update on the retail-heavy CMBX indices, and positive signs for the office market. We also review the increased demand in the single-family rental market. Tune in now.
Episode Notes:
Economic news (0:20)
Mall revival and retail earnings (0:55)
Retail-heavy CMBX 6 and 7 update (10:33)
Green shoots in retail headlines (15:39)
CVS closures (18:38)
Office crabgrass (21:17)
Greenshoots (29:17)
Must-Know of the Week (31:46)
Single-family rental demand growth (33:15)
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