Latest / The TreppWire Podcast: A Commercial Real Estate Show
400. Liquidity is Back, (Sales) Price Discovery Isn't | CREFC Takeaways & Episode 400
This week marks a major milestone as we celebrate Episode 400 of The TreppWire Podcast. In this episode, we tackle one of the biggest questions facing commercial real estate today: are valuations beginning to stabilize, or is the market still searching for true price discovery? We break down May CPI data, recap key takeaways from the June CREFC conference, and discuss what healthy liquidity, strong CRE CLO issuance, lender competition, and a refinance-driven market may be signaling about the state of CRE.
Digging through the data, we examine acquisition versus refinancing activity across CMBS…
The skinny
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