In this week’s episode of The TreppWire Podcast, we discuss the Evergrande news, comparing what we are seeing now to the Great Financial Crisis. We dive into a headline story that our own TreppWire team uncovered involving a misallocation of $12 million to CMBS bondholders. Professor Lonnie Hendry joins to give his office market predictions and share a rental rates 101 segment. Finally, what happens in Vegas doesn’t stay in Vegas, tune in to hear Manus’ takeaways from a recent trip. Episode Notes: • Evergrande and economic update (0:47) • Comparison to the GFC and Lehman (7:26) • Misallocation of funds / CMBS 101 (13:05) • Office green shoots (22:36) • Professor Hendry’s predictions: headwinds for office (25:01) • Rental rates 101 / office lease analysis (29:43) • Should-know office story (35:13) • Shoutouts (40:52) • Vegas vibe check (43:10) Questions or comments? Contact us at [email protected]. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp-llc Facebook: www.facebook.com/TreppLLC

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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