Stay ConnectedLeveraging 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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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 hotel stories and office news and delinquencies. Tune in now. This episode is sponsored by CREi Summit: https://creisummit.com/ Episode Notes: - Economic update (0:23) - Building permits, housing data, new construction (5:29) - Insurance costs killing CRE deals (11:09) - Fund redemptions and capital raising (16:30) - 277 Park Ave (21:10) - Lodging: hotel valuations in SF (25:20) - Multifamily transactions (31:43) - Apartments rented (33:30) - Office delinquencies (39:28) - Shoutouts (42:52) Please take our listener feedback survey: www.surveymonkey.com/r/BMPXLHG Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp
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. Tune in now. Episode Notes: Blackstone commit to deploy $65 billion dry powder (1:25) Malls into minicities (5:33) Superregional mall feud (9:02) Banks dumping real estate loans (13:50) Bank CRE loan performance and CMBS delinquencies (18:12) Mezzanine lender intervenes on Gas Company Tower (26:35) Online office auction (29:15) Large apartment acquisition (33:05) SASB office market (36:22) Shoutouts (43:35) Please take our listener feedback survey: www.surveymonkey.com/r/BMPXLHG Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp
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://rimarketplace.com/?utm_source=credirect&utm_medium=podcast_paid&utm_campaign=june2024 Episode Notes: Economic Update (0:28) Retail (8:15) Sunbelt multifamily data (10:25) Life insurance commercial mortgage returns (21:35) Office news (23:50) Ground lease evaluation cut (32:30) Mixed-use (39:10) Multifamily (48:05) Shoutouts (53:30) Please take our listener feedback survey: www.surveymonkey.com/r/BMPXLHG Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp
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 also break down the narrative in the multifamily market. Tune in now. This episode is sponsored by Marketplace: https://rimarketplace.com/?utm_source=credirect&utm_medium=podcast_paid&utm_campaign=june2024 Episode Notes: - CREFC recap & inflation + interest rate headlines (0:23) - Office stories to watch (13:50) - Retail news (29:28) - Multifamily narrative shift? (36.00) - Multifamily transactions (40:22) - Mixed-use (44:45) - Shoutouts (46:35) Please take our listener feedback survey: www.surveymonkey.com/r/BMPXLHG Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp
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 tracking in office, retail, lodging, and mixed-use. Tune in now. This episode is sponsored by Marketplace: https://rimarketplace.com/?utm_source=credirect&utm_medium=podcast_paid&utm_campaign=june2024 Episode Notes: - Interest rates around the globe (0:23) - Informational technology outflows, Dollar Tree news, American dividend earnings (4:50) - CMBS delinquencies decline? (8:26) - CRE loan losses (11:54) - Office stories (15:27) - Foreclosures 101 (24:19) - Retail news (29:53) - Modification deep dive (33:20) - Mixed-use appraisal (43:37) - Shoutouts (45:15) Please take our listener feedback survey: www.surveymonkey.com/r/BMPXLHG Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp
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 stories across property types. Tune in now. This episode is sponsored by AEI Consultants: https://aeiconsultants.com/ Episode Notes: - Economic update: Treasury yields pushed higher (0:23) - Consumer confidence reading (6:48) - Loan modification trends (9:05) - Maturing office loans (13:10) - Office stories (21:55) - Retail news (32:31) - Lodging (39:50) - Multifamily transactions (43:39) - Industrial sale (46:30) - Shoutouts (47:42) Please take our listener feedback survey: www.surveymonkey.com/r/BMPXLHG Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp
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 weekend! Episode Notes: Recession or resilience? (0:23) Starwood’s SREI struggling to fulfill redemptions (7:00) Banks leading five days a week in the office (8:36) Higher-for-longer narrative reinforced (10:10) Junk bond inflows (12:50) Strong appetite for data centers (14:29) $1.7 billion office portfolio loan modification (23:32) Office headlines (28:45) Mixed-use news (31:35) Industrial (35:40) Multifamily (43.15) Shoutouts (46:50) Take our content survey: https://www.surveymonkey.com/r/9LHZ5RL Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp
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 with the latest news across property types. Tune in now. Episode Notes: - Economic update: PPI and CPI (0:48) - Retail sales flat in April (7:02) - REIT earnings (9:51) - Office headlines (16:12) - Rent stabilization and community housing (32:36) - Multifamily sales (40:35) - Oklahoma hotel portfolio transfers to special servicing (43:46) - Industrial stories (48) - Shoutouts (50;24) Please take our listener feedback survey: www.surveymonkey.com/r/BMPXLHG Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp
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 misses. Tune in now. Episode Notes: - SLOOS commentary (2:44) - Jobs market and unemployment data (6:35) - We don't talk about rate hikes... (9:26) - Major hospital bankruptcy (11:26) - Office stories (14:06) - Multifamily headlines (22:54) - Hotel sales (32:59) - Retail outlet loan extension (36:34) - Industrial transaction (38:06) - Shoutouts (41:56) Please take our listener feedback survey: www.surveymonkey.com/r/BMPXLHG Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp
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 dynamic world of CRE. Then, we run through stories for mixed-use, office, retail, industrial, and multifamily. Tune in now. Episode Notes: - Fed meeting, economic update - impact on CRE (0:23) - Retail earnings: fast food (9:40) - CMBS delinquency rates (15:55) - Office stories (19:00) - Mixed-use overview (25:01) - Multifamily stories (36:35) - Retail headlines (40:12) - Industrial (42:58) - Lodging (45:27) - Shoutouts (46:10) Please take our listener feedback survey: www.surveymonkey.com/r/BMPXLHG Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp
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