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 week's episode, we break down the latest economic data and share several large commercial real estate stories. Starting with the news of more companies downsizing their office space, and closing with multifamily comps, we'll dive into the stories we've been tracking (some for many years). We also discuss note sales vs. loan extensions. Tune in now. Episode Notes: • Economic update: inflation, gas prices (0:23) • Office news to know (10:28) • Note sales or extensions? (19:59) • Hotel headlines (34:50) • Multifamily comps (40:33) • Shoutouts (43:05) Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp Facebook: www.facebook.com/TreppLLC
Is there a soft- or crash-landing looming? In this week’s episode of The TreppWire Podcast, we discuss a healthy pause in the markets, and debate whether something darker is lurking. Rising unemployment numbers and depleted household savings don’t deter the commercial real estate green shoots, and we even see positive signs for the California office market. We also break down the FDIC sale of Signature Bank’s loans, and share multifamily, retail, hotel, and industrial news. Tune in now. Episode Notes: Economic update: stocks, jobs (0:23) FDIC loan sale (9:45) Positive office stories (13:57) Other happenings in office (20:45) Apartment sale and multifamily stories(28:45) Retail news (35:18) Hotel sale (38:37) Industrial story (42:02) Shoutouts (44:53) Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp Facebook: www.facebook.com/TreppLLC
In this week’s episode, we break down signs of positivity and weakness in the economic markets. We cover our latest CMBS delinquency data and examine CRE exposure to a potential Rite Aid bankruptcy. We have news to share for all the major CRE property sectors including an office valuation reduction, a development for a mall in Puerto Rico, industrial and apartment comps, and news for hotels. Tune in now. Episode Notes: • Economic update (0:23) • Rite Aid bankruptcy (8:51) • CMBS delinquency report (11:54) • Multifamily portfolio sale (13:57) • Apartment comps (16:01) • Office news (18:35) • Office value reduction (27:54) • Industrial comp (30:28) • Puerto Rican mall loan development (33:40) • Mall loan sale (37:02) • Hotel & casino story (39:09) • Quick hits: office and student housing (45: • Shoutouts (47:54) Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp Facebook: www.facebook.com/TreppLLC
In this special guest episode of The TreppWire Podcast, Bob Knakal, Head of NY Private Capital Group at JLL, and legendary NYC CRE sales broker, joins the team to give a data-driven state of the market. We talk about data that moves the market, liquidity in the current environment, transaction volume stats, retail green shoots, public policy, Seinfeld, and much more. Tune in now. Episode Notes: - Knakal by the numbers (2:49) - Liquidity in the current environment (4:37) - What impacts transaction volume? (8:09) - Comparison of past crises; when does risk come back on? (12:25) - How do you serve the market with data? (16:35) - Complexity of NYC data (19:15) - How's the market? (23:42) - Data that moves the market (28:06) - How does your day differ today from 20 years ago?(37:10) - The Map Room (40:05) - NYC public policy (46:15) 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 decide if the glass was half-full or half-empty when it came to retail earnings, interest rates, and other macro news. We dig into several large stories for CRE: retail loans resolved with losses, multifamily comps, apartment loans heading to special servicing, and office valuation reductions. Tune in now. Episode Notes: • Economic update (0:23) • Retail stories (12:54) • Multifamily news (23:12) • Office headlines (31:45) • Industrial green shoot (41:23) • Bank downgrade assessment (43:37) • Shoutouts (45:17) Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp Facebook: www.facebook.com/TreppLLC
Retailers and banks were the focus this week as retail sales and earnings dominated the news and talks of higher capital requirements for banks took a bite out of bank shares. In this week’s episode of The TreppWire Podcast, we back the latest macroeconomic news into commercial real estate and discuss if we think CRE is on an island of its own. We dive into a mix of office stories, multifamily news, retail headlines, and new loan originations Tune in now. Episode Notes: • Economic update (0:23) • Backing the macro into CRE: CRE is an island (9:41) • Office stories across the board (15:16) • Multifamily news (31:14) • Retail stories (35:31) • Recent loan originations (36:40) • Office comps (40:31) • Shoutouts (42:07) Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp Facebook: www.facebook.com/TreppLLC
This week, economic data suggested the Fed might actually pull off a soft landing, but that won’t come without some turbulence. In this episode, we talk about the WeWork news and the firm’s CRE exposure, where investors can hide amid growing market distress, and the latest macroeconomic data. We also break down a potpourri of office stories, and some news for healthcare and industrial properties. Tune in now. Episode Notes: • Economic update (0:23) • Small balance delinquencies (9:41) • WeWork news and CRE exposure (15:27) • Office stories (22:26) • Retail store closings (39:50) • Healthcare story (41:50) • Industrial deal (46:57) • Shoutouts (49:13) Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp Facebook: www.facebook.com/TreppLLC
In this week’s episode, we ‘ring’ in a new month with some green shoots for the commercial real estate market. The team explains why they are either buyers or sellers given the latest data. We run through the latest CMBS delinquency readings, retail news, office headlines, and more on multifamily expense data. Tune in now. Episode Notes: • Positive news, what can go wrong?(0:23) • CMBS delinquencies (12:39) • Retail news to know(15:36) • Office crabgrass (22:18 • Office green shoots (26:03) • More on multifamily expenses (34:16) • Shoutouts (35:46) • Buyers or sellers in the market (38:30) Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp Facebook: www.facebook.com/TreppLLC
There was a lot to like about the latest earnings numbers, economic data, and stock movement, but what does it all mean for CRE? In this week’s episode, we break down the ‘friskiness’ in the market following some positive signs. In CRE, we talk about a positive self-storage story, a mix of green shoots and crab grass for office, and retail news to note. Tune in now. This episode is sponsored by BetterPitch: www.betterpitch.com. Episode Notes: • Positive economic news (0:23) • What does it mean for CRE? (10:42) • Self-storage company sold (15:48) • Office crabgrass (19:21) • Subleases (23:55) • Office green shoots (28:17) • Retail mixed bag (35:52) • Bank CRE loan performance (43:09) • Shoutouts (43:59) Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp Facebook: www.facebook.com/TreppLLC
The markets seem to have gone from optimistic to exuberant over the last two weeks... In this week’s episode of The TreppWire Podcast, we discuss whether we are seeing 'irrational exuberance' yet, then dive into housing starts, jobless claims, retail sales, and bank earnings. In CRE, we break down several large office and retail stories, discuss more on multifamily syndicators, and take a look at property expense data across the US. Tune in now. This episode of The TreppWire Podcast is sponsored by BetterPitch: https://www.betterpitch.com/ Episode Notes: Irrational exuberance in the market? (0:23) Macro data (4:09) Bank earnings (9:27) Government office occupancy (12:57) Trepp Flash: Lead cable exposure (14:23) Office value reduction (16:05) Brutal sales comps (18:26) Deed in lieus (20:30) Office loans in special servicing (26:02) Retail stories (3:48) Multifamily syndicator follow-up (36:52) Multifamily property expenses (41:48) Shoutouts (45:14) Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp Facebook: www.facebook.com/TreppLLC
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