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(1188)

Inside the Hidden Cycles That Rule Markets and Life

Inside the Hidden Cycles That Rule Markets and Life

History, as you may have heard, has a tendency to repeat. But does it repeat in ways that are measurable and predictable? We speak with Peter Borish, a veteran investor and trader who is currently chi...

7 Huhti 201740min

This Is How You Know When the Stock Market Is in a Bubble

This Is How You Know When the Stock Market Is in a Bubble

One of the most fascinating market phenomenons is the bubble. When they occur, fortunes are made and lost, and the full spectrum of human emotions, from fear to greed, are on display. But what defines...

31 Maalis 201729min

How a Fund Manager Teaches His Kids About Money and Banking

How a Fund Manager Teaches His Kids About Money and Banking

Plenty of people pay their kids an allowance to teach them the value of hard work and earning money. But our guest on this week’s Odd Lots podcast takes it to the next level. Toby Nangle is a fund man...

27 Maalis 201730min

What the Berkshires Learned by Launching its Own Currency

What the Berkshires Learned by Launching its Own Currency

"Buy local" is a mantra that has appeal across the political spectrum. Small communities have preached this gospel for a long time. Our current president advocates a version on a national scale. So ho...

24 Maalis 201729min

How the Biggest Bull Market Could Go on for a Whole Lot Longer

How the Biggest Bull Market Could Go on for a Whole Lot Longer

A few weeks ago on the Odd Lots podcast, we talked to Paul Schmelzing, a Ph.D candidate at Harvard, who explained how the bull market in U.S. Treasuries could come to a screeching halt. This week we e...

10 Maalis 201729min

The Incredible True Story of the Real Life 'Trading Places'

The Incredible True Story of the Real Life 'Trading Places'

If you have any interest at all in finance, then it's mandatory to have seen the 1983 movie "Trading Places." You remember, right? Two wealthy Philadelphia commodity brokers bet on whether anyone, eve...

3 Maalis 201736min

Could Buddhism Save The Global Economy?

Could Buddhism Save The Global Economy?

There's a widespread sense that something remains broken in the global economy. Despite a comeback in official measures of economic performance, like GDP and the unemployment rate, there's a widesprea...

24 Helmi 201728min

How Poker Explains the Battle of Passive and Active Investing

How Poker Explains the Battle of Passive and Active Investing

Among the biggest trends in the world of markets is the rise of passive investing. Rather than pay high fees to active mutual fund managers (who often fail to beat the market), people are pouring mone...

17 Helmi 201729min

Suosittua kategoriassa Liike-elämä ja talous

sijotuskasti
mimmit-sijoittaa
rss-rahapodi
psykopodiaa-podcast
hyva-paha-johtaminen
ostan-asuntoja-podcast
rss-rahamania
rss-lahtijat
rss-startup-ministerio
rss-seuraava-potilas
rss-sami-miettinen-neuvottelija
rahapuhetta
rss-rentotapaus
rss-sisalto-kuntoon
rss-porssipodi
sijoituspodi
rss-lain-elamaa
rss-rikasta-elamaa
rss-tuottava-ja-hyvinvoiva-pk-yritys
rss-asiakaskokemusklubi