101. Misallocation of Funds, Evergrande & the Economy, Office Headwinds, Rental Rates 101

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