109. Retail Renaissance or False Start? “Next Big Short” CMBX 6 Update, Office Green Shoots

For every negative headline this week there seemed to be a positive. In this week’s episode of The TreppWire Podcast, we dive into the green shoots and crabgrass focusing on trends in retail earnings, an update on the retail-heavy CMBX indices, and positive signs for the office market. We also review the increased demand in the single-family rental market. Episode Notes: • Economic news (0:20) • Mall revival and retail earnings (0:55) • Retail-heavy CMBX 6 and 7 update (10:33) • Green shoots in retail headlines (15:39) • CVS closures (18:38) • Office crabgrass (21:17) • Greenshoots (29:17) • Must-Know of the Week (31:46) • Single-family rental demand growth (33:15) • Shoutouts (35:04) 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