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In this week’s episode, we weigh the potential catalysts for a future credit crisis and review retail earnings for Walmart, Home Depot, Target, etc. which all beat on the bottom line. In CRE and CMBS news, we cover our latest headlines on mall value reductions, loans becoming newly delinquent, office lease renewals and sales, and new hotel openings.
Episode Notes:
What could be the catalyst for the next credit crisis? (1:00)
Clues from retail earnings (11:50)
Must-Know: Amazon opening brick and mortar stores (19:20)
Mall value reductions, CMBX 6 news, newly delinquent loans (23:44)
Firms reworking return to office plans (27:11)
Office headlines (31:06)
Deal of the Week (36:37)
Airbnb earnings (38:11)
Hotel green shoot(43:18)
Shoutouts (45:17)
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