141. Resurgence of the Office Debate, CMBS 123, Retail Credit News

In this week’s episode, we dive into bearish comments from Jamie Dimon, Fed announcements, and inflation data. We give a "CMBS 123," hitting on primary market news, spread movement, and changes in delinquency rates. We discuss Elon Musk’s comments about the return to work and then examine other office news. In noteworthy CRE stories, we touch on crabgrass and green shoots for shopping centers, large retail loans, food and beverage operators, and office vacancies. Tune in now. Episode Notes: • Market update (0:21) • CMBS spread movement (6:47) • Delinquency rate (14:29) • Retail (19:21) • Retail credit stories (24:27) • Return to office? Elon Musk's take (28:07) • Office stories (31) • Shoutouts 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