Leveraging Trepp’s market expertise and proprietary data sets, The TreppWire Podcast enables listeners to stay up-to-date on all things commercial real estate, structured finance and banking. Featuring Trepp subject matter experts and guests from across the industry, the weekly podcast explores how recent events have impacted both the markets and the daily lives of market participants. Questions or comments? Please contact us at podcast@trepp.com.
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283. Storms & Stats: Hurricane Milton, Inflation, Jobs, Special Servicing Spike, & CRE Sector Stories
57:19
57:19
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57:19
In this week's episode of The TreppWire Podcast, we analyze Hurricane Milton's impact on CRE, the latest CPI reading (and drop-off in attention it is receiving), and the increase in jobless claims. We share data for special servicing rates and loan losses and dig into recent credit stories including office market trends, retail special servicing is…
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283. Storms & Stats: Hurricane Milton, Inflation, Jobs, Special Servicing Spike, CRE Sector Stories
57:19
57:19
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57:19
In this week's episode of The TreppWire Podcast, we analyze Hurricane Milton's impact on CRE, the latest CPI reading (and drop-off in attention it is receiving), and the increase in jobless claims. We share data for special servicing rates and loan losses and dig into recent credit stories including office market trends, retail special servicing is…
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282. Commodity vs. Authority in CRE Brokerage: Motivation & Insights with The Massimo Group
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35:33
In a special episode of The TreppWire Podcast, we partnered with The Massimo Group to step away from the data and break down the practice of exceptional CRE brokerage. Rod Santomassimo and Mike Gallegos share their advice and feedback for CRE participants looking to dominate in this industry, across various asset classes, market cycles, and geograp…
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281. Resiliency or is CRE Comfortable with the Uncomfortable? Strikes, Storms, & Delinquencies
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54:47
This week, before 45,000 dockworkers at 36 American ports went on strike, Fed Chair Powell stated that the U.S. economy is in solid shape and the Fed intends to keep it that way... In this week's episode of The TreppWire Podcast, we break down the news of the week, including the port strike, Fed speak, and macro figures like jobs and PMI, and expla…
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280. CRE Industry Reacts to Rate Cut, Bullish Las Vegas Hotel Sector, & More Office Stories
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49:07
In this week’s episode of The TreppWire Podcast, we navigate commercial real estate experts’ takes on the Fed’s decision to cut rates by 50 basis points. We also share Trepp’s top and bottom three Metropolitan Statistical Areas (MSAs) based on CRE performance. In a digging through the data segment, we discuss self-storage debt yields by origination…
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279. Want Perspective? Market Deep Dive with a Firm that Sees it All – Starwood Property Trust
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45:29
In this special guest episode of The TreppWire Podcast, we are joined by Adam Behlman, Adrienne Coyle, and Natan Bresler of Starwood Property Trust (Starwood). The Starwood team walks us through the background of their firm and the launch of Starwood Solutions. We talk through CMBS market trends and insights on how this market compares to others th…
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278. Where Were You When the Fed Cut Interest Rates?, CMBS Trading Alerts, & More
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50:53
In this week's episode of The TreppWire Podcast, we discuss the Fed’s announcement to cut interest rates by 50 basis points, our initial reactions, and how this could potentially impact the CRE market. But we are not out of the woods yet – we also break down several credit stories in the office, retail, and lodging sectors, including recent trading…
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277. Beyond the Cubicle: What Does the Office Data Really Show? LIVE at California MBA WSCREF
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In a special live edition of The TreppWire Podcast recorded at the California MBA Western States CREF conference, the team is joined by Chad Carpenter, CEO & Chairman of Reven Office REIT to dig into the state of the office market. We go beyond the cubicle and talk all things distress rates, metro areas to watch, criticized loan data, office loan l…
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276. Commercial Property Insurance Insights with Skylar Romines
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35:32
In this special guest episode of The TreppWire Podcast, we are joined by Skylar Romines, Founder and Owner of ATW Advisors, and self-proclaimed insurance nerd. Skylar walks us through her journey from being a commercial insurance broker to filling a critical gap in the market by starting her own company. We also discuss the state of the commercial …
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275. Weak JOLTS Report, Marginal Rent Growth, & More Loans Transferred to Special Servicing
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37:21
In this week's episode of The TreppWire Podcast, we cover a weaker than expected JOLTS report, how major apartment-owning REITs saw marginal rent growth in Q2 2024, and other recent industry headlines. We also discuss two multifamily loans that were transferred to special servicing, as well as more office and superregional mall loan value reduction…
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274. Is the Rent too Damn High?, Multifamily Deep Dive, Data Center Data, & Delinquency Sneak Peek
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51:59
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51:59
In this week's episode of The TreppWire Podcast, we cover the recent focus on the cost of housing (is the rent too damn high?), providing a deep dive into the multifamily sector. We also share data center data (or da-ta?), and give a sneak peak of our latest CMBS Delinquency Report. We also discuss struggling mall and retail loans, an array of offi…
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273. Summer of Special Servicing, Trimont's Ascension, August Property Transfers, MSA Bulls & Bears
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43:55
As we enter the sleepy dog days of summer, we have a lot to breakdown. In this week's episode of The TreppWire Podcast, we cover a streak of positive economic data in August, Trimont going from the 10th to the 1st U.S. Special Servicer, property downturn creating best opportunity in decades, and other impactful headlines from the week. In a special…
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272. From Wall Street to Y'all Street: Economic Shifts, Hotel Woes, & Office Loan Challenges
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43:44
After a volatile week, we're settling back into a more typical cycle. In this week's episode of The TreppWire Podcast, we cover the recent domestic inflation, labor, and retail spending data, struggling hotels in San Francisco, and Texas’ growing financial hub. We also discuss a large SASB loan being transferred to special servicing, Vornado eyeing…
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271. Building Real Estate & Community with Sean Sweeney; Development, Design, and Education
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31:25
In this special guest episode of The TreppWire Podcast, we are joined by Sean Sweeney, co-founder of Hall Sweeney Properties and The Bright Build. Sean takes us on his journey from aspiring actor to real estate developer, sharing how he leveraged his initial success in Minneapolis to build a thriving career. We also hear about the work Sean is doin…
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270. The Carry Trade Selloff, Regional vs. Superregional Mall Distress, & Appraisal Reduction Trends
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51:39
After U.S. stocks had their biggest drop since 2022 and the Treasury Yield Curve un-inverted, there is a lot to digest in economic data. In this week's episode of The TreppWire Podcast, we discuss the continued uncertainty and what it could mean for issuance and lending standards. We also compare regional and superregional mall distress, breakdown …
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269. Fed Holds Steady, Indices Predict Pricing Bottom, Insurance Costs, & Office Delinquencies Rise
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47:31
In this week's episode of The TreppWire Podcast, we discuss the Fed's decision to hold rates steady and what the future of interest rate decisions will mean for CRE performance. We also break down if it is too soon to call a bottom for the market. We share more data about insurance costs, the latest CMBS delinquency figures, and stories for retail,…
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268. Bank CRE Portfolio Deep Dive, SASB Analysis, Special Servicer Transfers & Appraisal Reductions
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52:14
In this week's episode of The TreppWire Podcast, we break down the news of Blackstone's dividend cut and discuss stronger-than-expected GDP. In a few deep dive segments, we look at SASB bonds backed by delinquent office loans, share a true analysis of bank office exposure, and provide the latest multifamily origination trends. We close with stories…
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267. Regional Fed Beige Book Update, CMBS Trading Alerts, Rent Control Rundown
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51:06
Amid national political turbulence and big proposals for commercial real estate regulation, we wanted to dig into the implications of the latest data and major trends on CRE markets. In this episode, we discuss the American consumer and findings from the Fed Beige Book, large stories across the property types from recent CMBS data, "the largest CRE…
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266. Temperature Check: Stress Tests, CPI, New Originations, & Dry Powder Update
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48:13
In this week's episode, we give a temperature check on the CRE market, as we cover bank stress testing, buying opportunities from dry powder, the latest CPI data, and new originations. We also share some big office lease stories, a bank earnings preview, an update on short-term rentals, multifamily and office loan-to-value data, and mall loan stori…
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265. Will July Bring Fireworks to CRE? Building Permits, Fund Redemptions, Regional Bank Fundraise
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51:17
In this episode, we break down recent data and debate what the economic trends will do to commercial real estate... will it bring fireworks? We walk through the latest building permit data, discuss insurance costs and the impact on CRE, provide a deep dive into fund redemptions, and share the news of a regional bank fundraise. We also walk through …
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264. Firms Commit to Deploy Dry Powder, Banks Begin to Sell NPLs, Delinquency & SASB Update
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49:31
In this week's episode of The TreppWire Podcast, we break down the resurgence of major commercial real estate players and their capital allocation strategies. We provide the latest data on bank CRE loan and CMBS delinquencies, explore trends in the office SASB market, and share insights on office sales, including properties listed on auction sites.…
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263. Consumer Spending Dip, Sunbelt Multifamily, Ground Lease Valuation, & Industrial Sales
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59:14
In this week's episode, we check in on consumer spending trends, share a deep dive into Sunbelt multifamily data, and update our listeners on life insurance commercial mortgage returns. We also examine a ground lease office value reduction, and several transactions in industrial. Tune in now.This episode is sponsored by Marketplace: https://rimarke…
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262. Gritty Optimism in CRE, Need for Price Discovery, & Mixed Multifamily Narratives
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51:12
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51:12
In this week's episode of The TreppWire Podcast, the team unpacks the gritty optimism surrounding CRE that dominated discussions at CREFC. We also discuss the latest inflation reading and the narrative after the Fed opted to hold interest rates steady. In office, more loans head to special servicing, but it wasn't all bad news for the sector. We al…
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261. Will Fed Follow Canadian & European Rate Cuts? Foreclosures 101, Modification Insights
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52:31
This week, some of the biggest headlines came from overseas. In this episode of The TreppWire Podcast, we discuss if any moves by Canada and Europe will change anything for the Fed. We also put our professor hats on to provide some insight into delinquencies, foreclosures, modifications, and more. Stick around as we break down the stories we're tra…
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260. Stick to the Economic Data or Trust Your Gut?; Analyzing Loan Modification Trends
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56:39
In this week's episode of The TreppWire Podcast, we tackle a mixed bag of data as Treasury Yields rise. As we approach new theses week over week, do you stick to the data or trust your gut? We also unpack our latest loan modification trends report, dive into the upcoming volume of office loan maturities, and explore recent transaction and CMBS stor…
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259. Surveys, Sales, Sublease, & Data Center Digest
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50:36
In this week's episode, we break down surveys (a recent poll that revealed 55% of respondents believe the US economy is shrinking), sales transactions in the multifamily and industrial spaces, and an office sublease story. We also provide a data center digest, sharing some data points to note. We hope our listeners have a great long Memorial Day we…
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258. Unpacking the Data – Hot PPI, Cool CPI; NYC Rent Stabilization; Office Special Servicing
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57:15
In this week's episode, we unpack the market movers: a hot Producer Price Index (PPI) and a Consumer Price Index (CPI) that came in cooler than expected. We also dive into the latest REIT earnings and the ongoing debate surrounding NYC rent stabilization. Plus, the team break down two major office loans that transferred to special servicing, along …
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257. Unemployment Uptick, SLOOS Commentary, Met Gala Grumblings
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45:58
In this week's episode of The TreppWire Podcast, we analyze the latest Senior Loan Officer Opinion Survey (SLOOS) as banks clamp down on CRE lending across the board. We dissect the latest jobs report and its impact on the market as well as the latest stories across property types. The team also shares their takes on the Met Gala's fashion hits and…
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255. Fed Holds Rate, Fast Food Earnings, Mixed-Use Overview, Delinquency Rundown
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52:40
In this week's episode, we break down if anything will really change for the commercial real estate markets following the Fed’s rate decision. We also dive into retail earnings, and specifically discuss some of the latest news for fast food chains. We share our latest CMBS delinquency rates and discuss what a negative headline means in the very dyn…
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256. Justin Pugh's Playbook: From the NFL to CRE Success & Mentorship
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25:17
In this special guest episode of The TreppWire Podcast, we are joined by NFL offensive lineman for the New York Giants and savvy real estate investor, Justin Pugh. Justin talks us through his journey in the NFL and offers insights into the reality of professional football. He also dives deep into his transition into the real estate space with a tou…
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254. Data Vault Unlocked: Modifications, Maturities, Mortgages; Property Types by the Numbers
1:02:25
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1:02:25
This week's episode of The TreppWire Podcast was recorded early, so the team used this time to provide our listeners with a breakdown of the topics the market has been focused on lately: maturities, modifications, CRE risk pricing, cap rates, and more. In our usual fashion, we also dive into the CRE property types, but today, we share delinquency, …
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253. Powell's Reverse Pivot, Strong Mall Issuance, Property Transactions, & Appraisal Reductions
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57:28
Between the retail sales report, comments from Fed Chair Powell, and tensions in the Middle East, there’s been a lot to digest recently. In this week's episode of The TreppWire Podcast, we break down Powell's pivot and in CRE, dig into a large multifamily transfer to special servicing, new regional mall CMBS issuance, and share stories on property …
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252. From 6 to 3, to Higher for Longer, to Later & Less; $2.00/sf Office Sale?; CRE Market Review
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52:05
This week, we got another inflation reading that – leading up to it – had market participants in a "what if" mode, wondering what would happen if the number came in higher, lower, or in-line with expectations. In this week's episode, we break down this changing narrative, we also talk about Blackstone's $10 billion multifamily acquisition, and what…
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251. Navigating the Evolving Mall Space with Oscar Parra of Pacific Retail Capital Partners
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45:50
In this special guest episode of The TreppWire Podcast, Oscar Parra, CFO of Pacific Retail Capital Partners, joins the team to share a deep dive into the shopping mall asset class. Oscar reveals how to identify opportunities and navigate challenges within the evolving mall space. Oscar breaks down some recent transactions and shares the details of …
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250. Stocks Slide, Distressed Chicago Multifamily Comps, Strong Industrial Transactions
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53:09
In this episode, we delve into the market downturn that kicked off Q2—is it a mere correction or indicative of deeper underlying issues? In CRE, we share our latest CMBS delinquency rates and loan loss figures, then dive into distressed Chicago multifamily comps, and notable industrial property sales. Tune in now.Episode Notes:- Economic update: st…
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249. Are CRE Distress & Optimism Mutually Exclusive? Green Shoots, Crabgrass, & Bank Loan Data
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46:38
In this week's episode of The TreppWire Podcast, we ask the question: 'Is distress in commercial real estate a result of lagging indicators or is market optimism winning the narrative battle?' after breaking down positive economic signals but cautioning that CRE might not be out of the woods yet. We also share green shoots and crabgrass across the …
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248. 2024 Rate Cuts? Details in the Dot Plot; Joann Bankruptcy; CRE Appraisal Reductions
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51:31
After the Fed meeting this week and signs that there will be interest rate cuts in 2024, we ask ourselves if the 'devil is in the Fed Dot Plot'. In this week's episode of The TreppWire Podcast, we also analyze housing starts, Joann fabric's bankruptcy filing, stories of value reductions for malls, San Francisco's latest sublease space, and several …
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247. Warm Inflation, Cool Retail Sales, & Family Dollar Stores Being Put on Ice
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57:34
In this week's episode of The TreppWire Podcast, we break down the economic headlines along with the news of Family Dollar closing 1,000 stores. We also dig into retail and multifamily transactions, crab grass + a potential mixed-green for office, and more in lodging and industrial. Tune in now.Episode Notes:- Economic update (0:23)- Dollar Tree cl…
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246. Market Moves: Powell's Testimony, S&P 500's Continued Climb, Apartment Sales, & Loan Losses
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49:04
This week, we've had no lack of news including ADP, JOLTS, NYCB’s $1 billion-plus capital injection, and Fed Chair Powell’s semi-annual congressional testimony. In this episode, we break down what it all means for CRE, dive into CMBS loan losses, and share stories on apartment sales, office crabgrass, and retail green shoots. Tune in now.Episode No…
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245. Leaping Through Data – Macy’s, Malls, Delinquency Report, & Discounted Payoffs
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54:08
In this week's episode of The TreppWire Podcast, we break down PCE data, Macy's store closure news and the exposure in CRE, and Trepp's latest figures for CMBS delinquencies. Across property types, we review stories about loans heading to special servicing, property valuation reductions, and discounted payoffs. We also share a review of REIT earnin…
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244. Office Valuations, Malls Not out of the Woods?, AI Question Marks for CRE
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38:14
In this week's episode of The TreppWire Podcast, we break down office valuation stories and the idea that despite positive retailer earnings reports, malls may not be out of the woods yet. We also cover several multifamily transaction headlines, and news for the retail, lodging, and industrial sectors. Tune in now.Episode Notes:- Economic update: F…
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243. Extend &… Pretend, Profit or Peril? Office Environment; Lodging Maturities; Property News
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51:46
While the market was watching CPI numbers, jobless claims, and retail sales this week, the Trepp team was digging into the ‘extend and pretend’ narrative and signs of distress hiding in the lodging sector. In this episode, we dig into the data behind these themes, give a deep dive into the current office environment, and also share stories across t…
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242. CRE & Bank Turmoil Strikes Mainstream Media Chord; Surveys, Sales, & Shout outs
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48:40
This week, anyone outside of CRE may have thought markets were improving. But one quick search reveals that mainstream media is now all over what we’ve been talking about for many months. In this episode of The TreppWire Podcast, we break down the headlines, while also sharing industrial transaction stories and news for office, retail, multifamily …
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241. Commercial REality Check: What Fed Pivot? & More with Danielle DiMartino Booth and Dan McNamara
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49:42
In this week's episode of The TreppWire Podcast, we are joined by two market experts, Danielle DiMartino Booth, CEO & Chief Strategist at Quill Intelligence, and Dan McNamara, Founder & CIO of Polpo Capital. After a week full of headlines, we discuss the 'cold water' that seems to have been thrown on the recent resilience and soft-landing narrative…
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240. Immaculate Disinflation?; Retail & Hotel Sales; Office Operating Expenses
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53:55
In this episode of The TreppWire Podcast, we review the latest economic data points and whether what we're seeing is contributing to the "immaculate disinflation" narrative. In CRE, we break down multifamily stories, transactions across the country for retail and hotel properties, and share office stories that touch CMBS. We also dig in to our offi…
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239. Mixed-Bag Update: Strong Retail Sales, Turbulent Bank Earnings, Loans in Special Servicing
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46:30
This week, we saw positive retail sales numbers and jobless claims at the lowest level in over a year, but we also saw bank earnings decline. In this episode, we dive into the mixed-bag of macroeconomic news and data, and what it means for CRE. We share multifamily transactions across the country, news about office loans heading to special servicin…
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238. CRE Temperature Check at CREFC Miami: Resilience in a Wary Market
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43:12
In this week's episode of The TreppWire Podcast, we reflect on the CREFC Miami 2024 conference, and the parallels in terms of bullishness on the dovish Fed pivot. While there is a generally positive overtone as we head into 2024, there are underlying concerns that have yet to be addressed. We also dive into multifamily sales, office news, and a few…
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237. Structural Changes in CRE Debt Markets, Ares' Bryan Donohoe Helps Us Sort it Out
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33:10
In a special guest episode of The TreppWire Podcast, we are joined by Bryan Donohoe, Partner and Co-head of Ares US Real Estate. Bryan breaks down the world of debt markets, lending, and originations. We break down past market disruptions, CRE fundamentals, and the structural changes in the CRE debt markets.*This episode was recorded prior to the D…
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236. New Year Normalization: December Delinquencies, Multifamily 101, Retail Resilience
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41:52
In this week's episode of The TreppWire Podcast, we discuss whether the decline in stocks and increase in bond yields was a sign of negativity or just a normalization in the market. We have a special multifamily 101 segment where we break down going in cap rates, not all income is "good income" and more. We also discuss our latest CMBS delinquency …
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235. Taking Stock of 2023: A Look Back & Ahead for CRE Finance
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52:53
As the holiday season creates an expected slowdown for the markets, now is the time to take stock of 2023 and take a stab at what we can expect for 2024. In this week's episode of The TreppWire Podcast, we reflect on the year for commercial real estate, sharing thoughts and predictions for lending, issuance, interest rates, and distress. We also sa…
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