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Mixed Signals From Real Estate and Regional Banks

27 min7 juni 2023

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

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