What Dead Malls Tell Us About the Future of Commercial Real Estate
Odd Lots4 Joulu 2023

What Dead Malls Tell Us About the Future of Commercial Real Estate

There's been a lot of worry over the future of commercial real estate — especially the outlook for office buildings — in light of higher interest rates and the trend towards work from home. But years ago, Wall Street was worried about a different type of CRE: shopping malls. Back in the 2010s, loans backing malls were souring fast, as customers ordered more online and major anchor tenants (like Sears) shuttered their doors. There were sites such as Deadmalls.com that tracked closures around the country, complete with apocalyptic-looking photos of empty buildings. But of course, while the overall number of shopping malls in the US has dropped, not all of them disappeared. Some have even thrived. So what can the shopping mall experience tell us about the outlook for offices and the broader commercial real estate market? On this episode we speak with Liza Crawford, a long-time CRE veteran and trader of commercial mortgage-backed bonds, who's now co-head of securitized at asset manager TCW.

See omnystudio.com/listener for privacy information.

Jaksot(1184)

The Big Macro Force That's Been Driving Stocks Higher for Years

The Big Macro Force That's Been Driving Stocks Higher for Years

Stocks have gone up over the years because corporate earnings continue to grow. That part is straightforward. But in addition to rising stock prices, we've also seen rising stock market valuations. Fo...

11 Huhti 36min

How Shipping Insurance Really Works During a War

How Shipping Insurance Really Works During a War

When the conflict with Iran started, some of the first headlines we saw had to do with shipping insurance. Marine insurers were said to be canceling war risk coverage for vessels going through the Str...

10 Huhti 53min

Thomas Peterffy on Interactive Brokers' Plan to Professionalize Prediction Markets

Thomas Peterffy on Interactive Brokers' Plan to Professionalize Prediction Markets

Right now, when you think about prediction markets, you basically think about two main companies: Polymarket and Kalshi. And then when you think of what's being traded on those platforms, there's a wh...

9 Huhti 50min

Search Engine Presents: Are you a good driver?

Search Engine Presents: Are you a good driver?

The story of how a secret project at Google led to driverless cars on American roads. And, an answer to the question: are the robots actually safer drivers than we are? Find Part 2: “The Trial of the ...

8 Huhti 1h 8min

Gina Raimondo on How European Industry Is Getting Crushed

Gina Raimondo on How European Industry Is Getting Crushed

The relationship between the US and Europe is deteriorating along both security and economic dimensions. The Trump administration has imposed tariffs, while also being sharply critical of NATO allies....

6 Huhti 45min

Scott Bok Explains What Investment Bankers Actually Do All Day

Scott Bok Explains What Investment Bankers Actually Do All Day

There's obviously a lot of talk these days about AI and possible destruction of white collar jobs. Intuitively bankers might be expected to be victims of this. But before we can answer whether AI can ...

3 Huhti 54min

This Is How to Tell if Writing Was Made by AI

This Is How to Tell if Writing Was Made by AI

When you consider the fact that many people don't know how and where to place a comma, it's safe to say that AI is already better than most people at writing. It's clean copy. It can be surprisingly p...

2 Huhti 48min

Javier Blas on Why Oil Could Go Much, Much Higher

Javier Blas on Why Oil Could Go Much, Much Higher

Oil has shot up by a lot since the start of war with Iran. But it could still get much worse. So far, the massive disruption (due to the closure of the Strait of Hormuz) has been cushioned by the draw...

1 Huhti 41min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
psykopodiaa-podcast
rss-rahapodi
rss-sisalto-kuntoon
ostan-asuntoja-podcast
rss-rahamania
rss-lahtijat
rss-startup-ministerio
rss-seuraava-potilas
rahapuhetta
hyva-paha-johtaminen
rss-karon-grilli
oppimisen-psykologia
sijoituspodi
lakicast
rss-bisnesta-bebeja
rss-yrittajan-mindset
rss-viisas-raha-podi
rss-porssipodi