236. New Year Normalization: December Delinquencies, Multifamily 101, Retail Resilience

In this week's episode of The TreppWire Podcast, we discuss whether the decline in stocks and increase in bond yields was a sign of negativity or just a normalization in the market. We have a special multifamily 101 segment where we break down going in cap rates, not all income is "good income" and more. We also discuss our latest CMBS delinquency data and some headlines for retail, office, multifamily and hotels. Tune in now. This episode is sponsored by Spinoso Real Estate Group: https://spinosoreg.com/mall-investment-opportunity-and-operating-platform/?utm_source=TreppWire&utm_medium=TreppWire+Digital+Content&utm_campaign=TreppWire+Dec+Jan+2023+2024+Sponsorship Episode Notes: - Economic update (0:23) - Upcoming jobs report: goldilocks? (6:45) - Apartment rent relief (9:40) - CMBS delinquency rates (12:11) - Multifamily 101 (15:02) - Multifamily news (25:24) - Office trading alerts (28:31) - Hotel headline (32:30) - Retail news (33:41) -Shoutouts (35:52) Please take our listener feedback survey: www.surveymonkey.com/r/BMPXLHG 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