169. Finding Green Shoots (As People Seek Taylor Swift Tix); Floating Rate CRE CLOs; Retail Earnings

This week, it was easier to find green shoots than Taylor Swift tickets, but CRE still can’t “shake off” higher rates. In this week’s episode, Andrew Jacobs, Head of Structured Finance, joins the team as we discuss retail earnings, the CRE CLO market, housing data, loan payoffs, and the impact on leveraged loans in a higher-rate environment. We also dive into a few major office, retail, and hotel stories to note this week. Tune in now. Episode Notes: • Economic data (0:26) • Corporate CLO market in a higher rate world (7:45) • Housing market update (10:46) • Retail earnings (12:33) • Ballooning inventory (17:10) • Loan payoffs (18:43) • CRE CLOs (20:46) • Digging through the data: lease expirations (26:27) • Office vacancies (27:27) • US banks considering office loan sales (31:20) • Office green shoots (33:13) • Manhattan office Trading Alert (34:42) • Retail stories (36:47) • Hotel news to watch (38:34) • Shoutouts (42:25) 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