logo
episode-header-image
Jun 2023
27m 10s

Mixed Signals From Real Estate and Regio...

The Motley Fool
About this episode

The pressure on commercial real estate borrowers is amping up, but so is insider buying at the regional banks lending them money. 

(00:15) Bill Mann and Dylan Lewis discuss:

  • How rising rates and low occupancy rates continue to put pressure on interest-only commercial real estate borrowers.
  • The follow-on effects that could hit regional banks.
  • Why insiders at regional banks are buying up shares despite the pessimism. 

(13:27) Ricky Mulvey talks with CNBC host Melissa Lee to talk about the new documentary "Making of the Meme King" and why founding a company is much different than turning one around. 

Companies discussed: LOB, CHWY, GME, BBBY, BABA

Host: Dylan Lewis Guests: Bill Mann, Ricky Mulvey, Melissa Lee Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd

Learn more about your ad choices. Visit megaphone.fm/adchoices

Up next
Today
Taiwan Semi’s $100 billion plan and housing is hot!
Taiwan Semiconductor’s earnings beat Wall Street expectations, the housing market is picking up steam after, and TopBuild & Ferrero International go shopping. Tyler Crowe and Matt Frankel discuss: - Taiwan Semiconductor’s most recent earnings report - The torrid pace of AI spendi ... Show More
22m 6s
Yesterday
Starbucks' China Challenge and Decoding Meta's AI Push
Starbucks is looking to sell a stake in its China business, Hershey has a new CEO and Meta hits the gas on AI. Jason Moser and Lou Whiteman discuss: - Starbucks' move to sell part of its China business. - Hershey hires a new CEO. - Meta moves for more talent and invests in eyewea ... Show More
20m 38s
Jul 8
Is Amazon the Best Prime Day Deal?
Looking at the company and stock behind the summer shopping event. (00:21) Anand Chokkavelu, Jason Hall, and Matt Frankel discuss: - The Aug.1 tariffs - This year’s four-day Prime Day (and whether Amazon stock is a deal) - Elon Musk’s political party and Tesla - Bold predictions ... Show More
15m 6s
Recommended Episodes
Apr 2023
What Commercial Real Estate Stress Means for Banks and Bond Funds
In the last month or so, two macro risks have become top of mind for investors. One is the stability of regional banks. The other is the weakness in the commercial real estate market. On some level, they're separate stories, but they're also linked, since regional banks tend to d ... Show More
47m 42s
Feb 2024
Will commercial real estate hurt regional banks?
New York Community Bancorp shares fell 38% on Wednesday, partly on worries about the bank’s exposure to commercial real estate. Today on the show, Ethan Wu is joined by Robert Armstrong and FT property correspondent Joshua Oliver, who explain what’s going on with NYCB, and what t ... Show More
16m 46s
Apr 2023
The Commercial Real Estate Default Cycle Has Only Just Begun | Dan McNamara
Dan McNamara, veteran commercial MBS trader and founder of Polpo Capital, joins Forward Guidance to argue that the commercial real estate (CRE) default cycle has only just begun. McNamara notes that the fall of Silicon Valley Bank (SVB) and Signature Bank is causing regional bank ... Show More
1h 18m
Aug 2023
Cambiar's Barish: Rising cost of capital will help value stocks
Brian Barish, president and chief investment officer for Cambiar Investors, says that rising interest rates have increased the cost of capital for businesses, which is shifting which industries and businesses can thrive. The increased cost of capital is changing market conditions ... Show More
57m 52s
Jun 2023
Buy Now Pay Later and Mortgage Prisoners
The Chief Executive of the Association of British Credit Unions has told Money Box his members are seeing more people applying for borrowing who already have multiple buy now, pay later loans. We'll hear from a young woman who got into debt that way and get a response from the in ... Show More
25m 28s
Feb 2023
How 'Less Is More' for WFH; Pain of Bank Bonus Cuts
In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research: Brookfield-KKR Talent Race Shows Rise of Climate PE Fundraising -- Gaurav Patankar explores the push by climate-focused private equity funds to acquire specialists ... Show More
34m 27s
Feb 2024
898: Making $175K in Instant Equity on Her First Real Estate Deal w/Lacey Russell and Sam Haack
What if you could make six figures on your first real estate deal? “Yeah, right! Where am I going to find a property like that?” you say. What if we told you that instead of finding a home-run rental property, you could build a better one? Now, not only do you have some instant e ... Show More
37m 52s
Dec 2023
859: BiggerNews: Fed Announces Rate Cuts, Jobs Grow, and Boomers Buy Up Housing
The Federal Reserve finally announced the end of rate hikes. It’s a day real estate investors have been eagerly awaiting. With lower mortgage rates on the horizon in 2024, buyers could gain more control of the housing market, and the seller standoff may finally break. What does t ... Show More
39m 4s
Oct 2023
Mortgage Bonds Blow Up; Banks Feel Regulatory Heat
The $8 trillion mortgage-bond market plunged to levels rarely seen since the global financial crisis as Treasury yields surged. To analyze why and what’s next, we’re joined by Christopher Maloney, mortgage strategist at BOK Financial Capital Markets, and Bloomberg News reporter S ... Show More
37m 45s
Aug 2023
Money Box Live: The Mortgage Dilemma
The Bank of England is expected to raise interest rates again this week, for the fourteenth consecutive time. The increase will hike the monthly repayments for anyone on a variable rate mortgage, for those trying to re-mortgage after coming off a fixed-rate and for first time buy ... Show More
28m 55s
Listen to millions of songs and podcasts on Anghami