179. Bumpy Year Ahead, Loan Spreads in Volatile Times, Renters’ Bill of Rights & Multifamily Impact

In this week's episode, we are reviewing what looks like a bumpy year ahead for the economic markets. We talk about the prospect of national rent control, which has sent worries through the multifamily market, company earnings, housing news, and more tech layoffs (+ some company expansions). In the CMBS market, we review historical loan spreads, which can provide a useful metric during volatile times, and talk about a conduit deal that priced this week. Stick around for office stories to watch, retail headlines, and a rare office-to-industrial conversion. Tune in now. Episode Notes: - Economic update: the bumpy year ahead (0:23) - Renters' Bill of Rights (3:27) - Housing news (4:54) - Earnings and tech layoffs (11:55) - Companies raise wages and hire (16:20) - Historical loan spreads (17:13) - CMBS deal priced this week (20:48) - Regal Cinemas and bankruptcy news (25:07) - Office occupancy and work-from-home trends (29:35) - Office CRE stories (33:23) - Retail green shoots and crabgrass (42:17) - How quickly do loans “workout" in special servicing(44:14) - Shoutouts (46:11) Questions or comments? Contact us at [email protected]. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp Facebook: www.facebook.com/TreppLLC