{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"CRE 360 Signal™","title":"Distressed Retail Isn’t Dead — It’s Mispriced","html":"<iframe width=\"100%\" height=\"180\" frameborder=\"no\" scrolling=\"no\" seamless src=\"https://share.transistor.fm/e/484151d7\"></iframe>","width":"100%","height":180,"duration":251,"description":"Retail isn’t collapsing — it’s repricing.In this episode, we break down why distressed malls and underperforming retail assets are less about failure and more about basis reset. When debt trades at deep discounts, optionality appears — but only if the asset can actually support repositioning.We examine what determines whether a retail property can convert or evolve: infrastructure, layout constraints, entitlement friction, and real construction cost — not headlines. Because pipeline numbers mean nothing if the deal doesn’t pencil.This is a disciplined look at structure, execution, and underwriting — not trend chasing.","thumbnail_url":"https://img.transistorcdn.com/Gp9aKks1akyffRH-phq075dczwHSemY1VwcauB2X6Lg/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS80NzBm/MDFhNjQ4ZGE1MzU4/M2ViOTkwMTUzZTM3/ZTdkYy5wbmc.webp","thumbnail_width":300,"thumbnail_height":300}