298. Putting a Bow on 2024: CRE Headlines & Data Behind the Narratives

The TreppWire Podcast: A Commercial Real Estate Show

The TreppWire Podcast, A CRE Show, The TreppWire Podcast, and A CRE Show द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री The TreppWire Podcast, A CRE Show, The TreppWire Podcast, and A CRE Show या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.player.fm/legal।

7d ago 49:43

M4A•एपिसोड होम

We hope all our listeners are having a joyous holiday season and thank you all for tuning in each week. In this week's episode of The TreppWire Podcast, we take stock of the major commercial real estate (CRE) headlines of 2024 and make sense of it all with Trepp’s data. We provide our insights into both the positive and negative stories we’ve seen this year, including the maturity wall narrative, the bank sector rebound, insurance costs, and major retail bankruptcies. Diving into the data, we look at the 2024 maturity schedule, debt yield numbers, CMBS loans originated, and provide our predictions on future delinquency rates. We wrap up the episode with CRE optimism for 2025. Tune in now.

Episode Notes:

Maturity Wall (0:51)

Insurance Costs (4:55)

Retail Bankruptcies (6:45)

2024 Maturity Schedule (12:29)

Underwritten Debt Yield (14:49)

Delinquency Predictions (16:11)

Weighted Average Debt Yield for Urban Office Maturities (23:22)

Banking & Lending Snapshot (30:04)

CRE Optimism for Next Year (33:39)

Preliminary December Delinquency Rate Estimates (38:00)

Programming Notes (42:10)

Shoutouts (45:02)

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