Monday Feb 12, 2024
Challenges and Opportunities in Commercial Real Estate
The state of commercial real estate and the impact of remote work and a drop in the labor force. Tritax Big Box and UK Commercial Property agree to merge, creating a £6.3bn real estate giant. Shanghai's commercial property landlords face pressure to lower rents. Banks begin choking on their commercial real estate exposure, raising concerns for the banking sector.
Sources:
https://wng.org/podcasts/moneybeat-the-state-of-commercial-real-estate-1707703971
https://www.cityam.com/commercial-real-estate-investment-trust-giants-agree-to-924m-merger/
https://www.scmp.com/business/china-business/article/3251667/shanghais-commercial-property-landlords-face-pressure-lower-rents-help-tenants-businesses-amid-weak
https://speculatorsanonymous.com/articles/banks-choking-on-commercial-real-estate-debt/
Outline:
(00:00:00) Introduction
(00:00:37) Moneybeat: The state of commercial real estate
(00:03:56) Tritax Big Box and UK Commercial Property agree to merge creating £6.3bn real estate giant.
(00:06:34) Shanghai’s commercial property landlords face pressure to lower rents
(00:09:15) Banks Begin Choking on Their Commercial Real Estate Exposure