It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
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内容由The TreppWire Podcast, A CRE Show提供。所有播客内容(包括剧集、图形和播客描述)均由 The TreppWire Podcast, A CRE Show 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
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206. Irrational Exuberance in the Markets?; Property Transfers & Deed-in-Lieu; Multifamily Expenses
Manage episode 371814811 series 2780941
内容由The TreppWire Podcast, A CRE Show提供。所有播客内容(包括剧集、图形和播客描述)均由 The TreppWire Podcast, A CRE Show 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
The markets seem to have gone from optimistic to exuberant over the last two weeks... In this week’s episode of The TreppWire Podcast, we discuss whether we are seeing 'irrational exuberance' yet, then dive into housing starts, jobless claims, retail sales, and bank earnings. In CRE, we break down several large office and retail stories, discuss more on multifamily syndicators, and take a look at property expense data across the US. Tune in now. This episode of The TreppWire Podcast is sponsored by BetterPitch: https://www.betterpitch.com/ Episode Notes: Irrational exuberance in the market? (0:23) Macro data (4:09) Bank earnings (9:27) Government office occupancy (12:57) Trepp Flash: Lead cable exposure (14:23) Office value reduction (16:05) Brutal sales comps (18:26) Deed in lieus (20:30) Office loans in special servicing (26:02) Retail stories (3:48) Multifamily syndicator follow-up (36:52) Multifamily property expenses (41:48) Shoutouts (45:14) Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp Facebook: www.facebook.com/TreppLLC
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259集单集
Manage episode 371814811 series 2780941
内容由The TreppWire Podcast, A CRE Show提供。所有播客内容(包括剧集、图形和播客描述)均由 The TreppWire Podcast, A CRE Show 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal。
The markets seem to have gone from optimistic to exuberant over the last two weeks... In this week’s episode of The TreppWire Podcast, we discuss whether we are seeing 'irrational exuberance' yet, then dive into housing starts, jobless claims, retail sales, and bank earnings. In CRE, we break down several large office and retail stories, discuss more on multifamily syndicators, and take a look at property expense data across the US. Tune in now. This episode of The TreppWire Podcast is sponsored by BetterPitch: https://www.betterpitch.com/ Episode Notes: Irrational exuberance in the market? (0:23) Macro data (4:09) Bank earnings (9:27) Government office occupancy (12:57) Trepp Flash: Lead cable exposure (14:23) Office value reduction (16:05) Brutal sales comps (18:26) Deed in lieus (20:30) Office loans in special servicing (26:02) Retail stories (3:48) Multifamily syndicator follow-up (36:52) Multifamily property expenses (41:48) Shoutouts (45:14) Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp Facebook: www.facebook.com/TreppLLC
…
continue reading
259集单集
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