Mixed Signals From Real Estate and Regional Banks

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 7 June 2023

⏱️ 27 minutes

🔗️ Recording | iTunes | RSS

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Summary

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

Transcript

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0:00.0	How off the space went from a story about how we work to a story about how we finance.
0:10.4	Motleyful money starts now.
0:15.9	I'm Dylan Lewis and I'm joined over the airwaves by Motleyful Analyst, Bill Mann.
0:20.1	Bill, great to have you.
0:21.5	Hey Dylan, how you doing man?
0:23.7	Doing okay.
0:24.7	Today we are taking a look at commercial real estate and how it may affect regional banking.
0:31.2	And Bill, the reason that we're talking about this today is we had a CNBC interview this
0:36.1	morning where Treasury Secretary Janet Yellen said she thinks there will be some issues
0:41.2	with commercial real estate.
0:43.1	And this is something that we've been kind of watching for some time and it's been one
0:47.9	of those evolving stories as a lot of the world has changed with the pandemic.
0:52.9	Seemed awfully breezy, didn't she?
0:55.7	She did.
0:56.7	Like I don't know about you but I look around me and I see a lot of buildings and so you
1:01.2	know that there is a fair amount of value and investment built into them.
1:06.6	And so I looked it up.
1:08.4	I did some research before we spoke our speaking.
1:13.0	I always appreciate that.
1:14.6	It's a little 20.7 trillion dollars in commercial real estate estimated in the United States by
1:24.2	values of 20, 22.
1:26.6	So 20 trillion dollar slug of money that's out there that is currently under the double
	...

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