This week, the big investor reaction was to the Fed’s so-called “dot plot” that sees a higher Fed Funds target range. In this episode of The TreppWire Podcast, we dive into the welcomed CPI print, the Fed decision, retail sales, housing, and what it all means for CRE. We also have a lot to discuss in the office market, with a focus on loan refinancings, tenant moves, space consolidations, and more. Tune in now. Episode Notes: • Economic data: CPI, Fed decision(0:23) • Labor, jobs, housing (4:33) • Good week for borrowers(6:55) • Joann Fabrics hold on dividend payments(10:12) • Office conversion story (12:54) • Positive office news (14:35) • Office mixed greens(22:10) • Office crabgrass (25:40) • Retail green shoots (29:02) • Amazon movie theaters (30:56) • Shoutouts (31:27) 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

Ask this episode

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

Transcript

Related