40 minutes | May 12, 2021

80. A Grab Bag of Retail and Office Headlines, Inflation Confirmation

In this week’s episode, we discuss the latest data that confirms inflation is a real issue. But, is it a short-term reopen shock? We also spend some time digging into the current state of the retail market: street-level retail update, mall owners throwing in the towel, REITs adding tenants, mall traffic data, and more. Lastly, we run through office stories and the April loan payoff report and what it means for investors.  Episode Notes: • Inflation confirmation (1:00) • Retail round-up (11:35) • L-brands spinoff (17:47) • Simon Property Group earnings (19:22) • Office stories (22:06) • April Payoff Report (30:25) • Why do CMBS investors care about payoffs (32:43) • Shoutouts (36:10) Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp-llc Facebook: www.facebook.com/TreppLLC
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