What Dead Malls Tell Us About the Future of Commercial Real Estate
Odd Lots4 Des 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.

Episoder(1190)

D.A. Wallach Explains Why Biotech VC Is So Different

D.A. Wallach Explains Why Biotech VC Is So Different

Most people think of venture capital as funding software startups or, these days, some new AI tool. But VC also plays a major role in developing new medicines and treatments. That’s the world of D.A. ...

12 Des 202550min

This Is What It Takes to Get a Data Center Financed

This Is What It Takes to Get a Data Center Financed

Data centers are weird things. They're partly real estate assets. They're partly extremely advanced technological products. And they have to find a way to consume a tremendous amount of electricity fr...

11 Des 202545min

Dan Ivascyn Is Excited About a New Era in Fixed Income

Dan Ivascyn Is Excited About a New Era in Fixed Income

In the years since the financial crisis, bond investors didn't get much return for taking on risk. With low interest rates and little sign of inflation, investors had to accept lower-quality assets to...

8 Des 202557min

How Microsoft Excel Conquered Corporate America

How Microsoft Excel Conquered Corporate America

Excel. If you work in corporate America, that word either inspires laser-focused productivity or pure dread. Over the last 40 years, the spreadsheet software has become synonymous with the best — and ...

7 Des 202518min

Affirm's Max Levchin Breaks Down How Buy Now, Pay Later Really Works

Affirm's Max Levchin Breaks Down How Buy Now, Pay Later Really Works

Max Levchin probably knows as much about online payments as anyone. He was part of the original "PayPal mafia" before going on to become co-founder and CEO of Affirm, the $22 billion player in the Buy...

5 Des 202553min

AI Can Tell Us Something About Credit Market Weakness

AI Can Tell Us Something About Credit Market Weakness

There have been some wobbles in credit markets lately. It hasn't been too dramatic, but we've had some blowups, leading Jamie Dimon to speculate about the presence of other "cockroaches" lurking in th...

4 Des 202544min

Travis Kavulla Explains Why Electric Bills Shot Up

Travis Kavulla Explains Why Electric Bills Shot Up

There's an incredible amount of focus on the grid this days. That's notable because for a long time, the grid was hardly of any interest. For years, load growth was flat. It was a sleepy market. And i...

1 Des 202557min

This Is Why Credit Card Interest Rates Are So High

This Is Why Credit Card Interest Rates Are So High

Some people pay off their credit cards at the end of each month. They use the cards as a payment method and collect points and rewards, and never have to pay any interest. For other users, interest ca...

28 Nov 202544min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
rss-penger-polser-og-politikk
e24-podden
rss-borsmorgen-okonominyhetene
pengepodden-2
pengesnakk
tid-er-penger-en-podcast-med-peter-warren
finansredaksjonen
livet-pa-veien-med-jan-erik-larssen
utbytte
stormkast-med-valebrokk-stordalen
morgenkaffen-med-finansavisen
rss-sunn-okonomi
rss-markedspuls-2
lederpodden
liberal-halvtime
rss-pa-konto
rss-investering-gjort-enkelt