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245. Leaping Through Data – Macy’s, Malls, Delinquency Report, & Discounted Payoffs

245. Leaping Through Data – Macy’s, Malls, Delinquency Report, & Discounted Payoffs

Released Friday, 1st March 2024
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245. Leaping Through Data – Macy’s, Malls, Delinquency Report, & Discounted Payoffs

245. Leaping Through Data – Macy’s, Malls, Delinquency Report, & Discounted Payoffs

245. Leaping Through Data – Macy’s, Malls, Delinquency Report, & Discounted Payoffs

245. Leaping Through Data – Macy’s, Malls, Delinquency Report, & Discounted Payoffs

Friday, 1st March 2024
Good episode? Give it some love!
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In this week's episode of The TreppWire Podcast, we break down PCE data, Macy's store closure news and the exposure in CRE, and Trepp's latest figures for CMBS delinquencies. Across property types, we review stories about loans heading to special servicing, property valuation reductions, and discounted payoffs. We also share a review of REIT earnings. Tune in now.

Episode Notes:- Economic update (0:23)- Macy's store closures (4:50)- CMBS delinquency report (9:35)- REIT earnings (13:38)- Office crabgrass (19:04)- Multifamily sales (28:27)- Retail news (30:56)- Lodging (37:44)- Industrial and self-storage (44:32)- Shoutouts (46:27)

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Questions or comments? Contact us at podcast@trepp.com.

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Twitter: www.twitter.com/TreppWireLinkedIn: www.linkedin.com/company/trepp

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