124. Sobering Russia/Ukraine News Yet to Impact CRE, Appeal of Defeasances, Property Sales

This week, we reflect on the sobering news out of Eastern Europe, noting the world’s reaction and that it has yet to impact the commercial real estate market in terms of lending and spreads. In this week’s episode, we talk about the state of CRE, dive into some retail earnings, and then turn to student housing, mall, and RV park news. We close with an overview of the appeal of defeasances. Episode Notes: Market update (0:25) The CRE side of latest market news (3:50) Trucker demonstrations (6:30) Macy's, TJ Maxx earnings (10:34) Home Depot, Lowes earnings and drive-thrus (15:04) Student housing stories (19:04) Mall sales and a sad comp (23:21) RV park story (29:02) CMBS defeasances, why are they appealing? (31:17) Shoutouts (37:39) 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