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336. What Recession? Making Sense of (Constantly) Revised Macro Data & What it Means for CRE with Danielle DiMartino Booth & Dan McNamara

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Manage episode 490543925 series 2780941
Content provided by The TreppWire Podcast, A CRE Show, The TreppWire Podcast, and A CRE Show. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The TreppWire Podcast, A CRE Show, The TreppWire Podcast, and A CRE Show or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

With headlines shifting by the hour, we brought in two experts for a timely update on the macro landscape and its impact on commercial real estate (CRE). In this special guest episode of The TreppWire Podcast, we are joined again by Danielle DiMartino Booth, CEO & Chief Strategist at Quill Intelligence, and Dan McNamara, Founder & CIO of Polpo Capital to give a pulse check after the June Fed meeting and changing geopolitical challenges. We discuss the outlook for 2025 rate cuts, the “higher for longer” narrative, pressing concerns around job losses, and the complexities of interpreting economic data in today’s uncertain environment. In commercial mortgage-backed securities (CMBS), we talk about strong issuance, predictable delinquency rates, and single-asset, single-borrower (SASB) trends. We also dive into the “haves” and “have nots” across property types and examine how artificial intelligence (AI) is reshaping the industry. Tune in now.

Episode Notes:

  • Introductions & Pulse Check (1:04)
  • Post-FOMC Meeting Insights (3:35)
  • Impact of a Rate Cut on CRE Market (7:38)
  • Market Challenges & Pressure on Banks (12:45)
  • Does Economic Data Matter for the Markets? (18:30)
  • Is There Market Resilience? (23:40)
  • Lodging Market: Financials vs. Property Upkeep (25:20)
  • Impact of AI (29:24)
  • Single-Asset, Single-Borrower (SASB) Update (40:04)

Please take our listener feedback survey: www.surveymonkey.com/r/BMPXLHG

Questions or comments? Contact us at [email protected].

Follow Trepp:

X: www.x.com/TreppWire

LinkedIn: www.linkedin.com/company/trepp

  continue reading

339 episodes

Artwork
iconShare
 
Manage episode 490543925 series 2780941
Content provided by The TreppWire Podcast, A CRE Show, The TreppWire Podcast, and A CRE Show. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The TreppWire Podcast, A CRE Show, The TreppWire Podcast, and A CRE Show or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

With headlines shifting by the hour, we brought in two experts for a timely update on the macro landscape and its impact on commercial real estate (CRE). In this special guest episode of The TreppWire Podcast, we are joined again by Danielle DiMartino Booth, CEO & Chief Strategist at Quill Intelligence, and Dan McNamara, Founder & CIO of Polpo Capital to give a pulse check after the June Fed meeting and changing geopolitical challenges. We discuss the outlook for 2025 rate cuts, the “higher for longer” narrative, pressing concerns around job losses, and the complexities of interpreting economic data in today’s uncertain environment. In commercial mortgage-backed securities (CMBS), we talk about strong issuance, predictable delinquency rates, and single-asset, single-borrower (SASB) trends. We also dive into the “haves” and “have nots” across property types and examine how artificial intelligence (AI) is reshaping the industry. Tune in now.

Episode Notes:

  • Introductions & Pulse Check (1:04)
  • Post-FOMC Meeting Insights (3:35)
  • Impact of a Rate Cut on CRE Market (7:38)
  • Market Challenges & Pressure on Banks (12:45)
  • Does Economic Data Matter for the Markets? (18:30)
  • Is There Market Resilience? (23:40)
  • Lodging Market: Financials vs. Property Upkeep (25:20)
  • Impact of AI (29:24)
  • Single-Asset, Single-Borrower (SASB) Update (40:04)

Please take our listener feedback survey: www.surveymonkey.com/r/BMPXLHG

Questions or comments? Contact us at [email protected].

Follow Trepp:

X: www.x.com/TreppWire

LinkedIn: www.linkedin.com/company/trepp

  continue reading

339 episodes

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