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)

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

The Millennial Generation Is Stagnant And Older People Are Part

The Millennial Generation Is Stagnant And Older People Are Part

In developed economies, younger generations have faced stagnant wages, mediocre employment prospects and dizzying costs of homeownership. One culprit: The generations that came before. Policies that h...

22 Aug 201626min

41: Billionaires Help Tell the Story of Brazil's Boom and Bust

41: Billionaires Help Tell the Story of Brazil's Boom and Bust

The 2016 Summer Olympics in Rio de Janeiro have been tainted by protests, economic slowdown, and a massive political scandal. In this episode we take a look at Brazil's boom and bust as told through t...

15 Aug 201631min

40: Why Summer Has Just Gone on Sale

40: Why Summer Has Just Gone on Sale

This week is the summer edition of Odd Lots and we're talking about the market forces shaping the price of two essential ingredients for any pool party: inflatable toys and barbecue meat. Bloomberg Re...

8 Aug 201620min

39: The Insurance Market for Modern-Day Pirates

39: The Insurance Market for Modern-Day Pirates

This week Odd Lots takes to the high seas to discuss how modern-day pirates in the form of illegal fishers are able to take out insurance policies on their blacklisted boats. We speak with Dana Miller...

29 Jul 201621min

38: The Fed Made a Massive Mistake Letting Lehman Go

38: The Fed Made a Massive Mistake Letting Lehman Go

There's nothing better than financial crisis hindsight and earlier this month we got a big dose of it in the form of a 218-page paper by Laurence Ball, Department of Economics Chair at Johns Hopkins. ...

25 Jul 201626min

37: Why We Are Increasingly Divided Into Ideological Bubbles

37: Why We Are Increasingly Divided Into Ideological Bubbles

The result of the U.K.'s Brexit referendum blindsided many and led to acrimonious accusations by supporters on either side of the vote. In the U.S., the rapid rise of Donald Trump and Bernie Sanders a...

18 Jul 201623min

Populært innen Business og økonomi

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