99. The Return to Office Change-up: Is a Sell-off in Our Future?

The latest job claims update, higher than expected wage growth, and economic slowdown this summer due to the delta variant have us weighing the possibility of a future sell-off. In this week’s episode of The TreppWire Podcast, we dive into the latest change-up in return to office plans and what this means for the office market in various cities, we talk through Labor Day travel numbers and signs of a comeback for the hotel sector, and provide an update on recent retail gains. Stay tuned for our 100th episode next week! Episode Notes: Job Claims Update & Higher than Expected Wage Growth (1:45) Is a Tax Correction Coming? (7:05) Green-shoots in the Office Market (18:50) Must-Know of the Week: Crabgrass in St. Louis (25:01) Travel Numbers Almost Back to 2019 Levels…How are Hotels Holding Up? (26:34) Deep Dive on Las Vegas Hotel: LIBOR on the Floor (28:20) Are the Best of Retail Gains Behind Us? (34:35) Shout-outs (38:38) NFL Predictions (42:00) Questions or comments? Contact us at [email protected]. Follow Trepp: Twitter: twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp-llc Facebook: www.facebook.com/TreppLLC