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(1188)

50: What Slavoj Žižek Would Say About Poker and the Peso

50: What Slavoj Žižek Would Say About Poker and the Peso

What does psychoanalytic philosophy tell us about capitalism? In this edition of Odd Lots, we speak to Ole Bjerg, a professor at the Copenhagen Business School. Bjerg studies the work of Slavoj Žižek,...

14 Okt 201631min

49: The Man Who Wants to Better Trading by Slowing It

49: The Man Who Wants to Better Trading by Slowing It

Brad Katsuyama has racked up oceans of newspaper ink since being propelled into the public spotlight as the protagonist of Michael Lewis's book on high-frequency trading, Flash Boys. The 38-year-old c...

12 Okt 201635min

48: The Lost History of Financial Market Modernization

48: The Lost History of Financial Market Modernization

How is it that stocks are traded on electronic exchanges in the blink of an eye but bonds still trade over-the-counter by phone and sometimes even by fax? Today we discuss one of the most pervasive my...

3 Okt 201627min

47: Why it's Time to Stop Using the Word 'Disruption'

47: Why it's Time to Stop Using the Word 'Disruption'

"Disruption," "incubation," "innovation"... you hear these words nonstop these days as people talk about the incredible changes taking place in society thanks to technology. This week on the Odd Lots ...

23 Sep 201627min

46: Space Robots Are Helping Hedge Funds Invest

46: Space Robots Are Helping Hedge Funds Invest

The most valuable commodity for investors is information, and hedge funds and asset managers are going to great lengths to get it -- even to outer space. This week on the Odd Lots podcast, Tracy Allow...

16 Sep 201628min

45: Why A Whistleblower Walked Away From Over $8 Million

45: Why A Whistleblower Walked Away From Over $8 Million

Could you walk away from a reward of over $8 million? The guest on our latest episode of the Odd Lots podcast did just that. Eric Ben-Artzi was a risk officer at Deutsche Bank who concluded that his b...

12 Sep 201633min

44: What a 12-Year Knows About Money That an Economist Doesn't

44: What a 12-Year Knows About Money That an Economist Doesn't

"What is money?" This seemingly simple question has the ability to drive people crazy. Is it a unit of account? Is it something about exchange? Does it have to be blessed by the government or backed b...

2 Sep 201632min

43: Seinfeld Can Teach You Everything You Need About Economics

43: Seinfeld Can Teach You Everything You Need About Economics

The hit show Seinfeld is often referred to as the show about nothing, but maybe it's actually a show all about economics. Alan Grant is an associate professor of economics at Baker University and a pr...

29 Aug 201621min

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
tid-er-penger-en-podcast-med-peter-warren
pengesnakk
livet-pa-veien-med-jan-erik-larssen
utbytte
stormkast-med-valebrokk-stordalen
morgenkaffen-med-finansavisen
lederpodden
rss-markedspuls-2
rss-sunn-okonomi
rss-pa-konto
finansredaksjonen
stockup
boligbobla