39. Retail Property Valuations, The Big Takeaways from Q3 Bank Earnings, Shadow Delinquencies

The big bank Q3 earning reports this week show us that banks with a higher concentration in the capital markets may be weathering the storm better than their peers. In this week's episode, we break down bank earnings, retail property valuations, shadow delinquencies, hotel exposure by MSA, and the potential reduced demand for office space. The podcast team also shares their personal dress codes for remote work. Episode Notes: Consumer and investor sentiment (1:01) Retail property valuations (4:29) Shadow delinquency rates (24:22) Hotel exposure by MSA (32:33) A reduced demand for office space? (35:24) UK market round-up (39:42) Deal of the week (48:09) Bank earnings in Q3 (51:15) Our dress code for remote work (60:00)