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 review the risk-on or risk-off environment amid choppy news and try to make sense of the impact on CRE. We discuss the recency bias in the market, retail earnings, and companies shedding their office space. We also dive into large retail trading alerts and Professor Hendry shares a real estate value lesson on demand, utility, scarcity, and transferability. Tune in now. Episode Notes: News that could impact Fed’s sentiment (0:23) Recency bias (7:04) Retail earnings (10:24) Peloton and Lyft office news (16:30) Trading alert: Unibail-Rodamco-Westfield (17:48) Trading Alert: Cineworld (20:21) Office news (23:17) CRE Value: D.U.S.T (26:17) Green shoots (30:31) Negative asset class stories (34:24) Preview, secondary MSA rankings (38:36) Shoutouts (40:33) Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp-llc Facebook: www.facebook.com/TreppLLC
In this week’s episode, we discuss the latest economic news to digest and how excess inventory is impacting retail earnings. Rob Jordan, Head of CMBS, provides a quick hit on the CMBS market and raises the question if there is temporary thawing in issuance. We also discuss hotel transactions, tech companies back to the office, and leasing updates. Listen here. Episode Notes: • News to digest this week (0:23) • CMBS update: issuance, spreads, and pricing (4:18) • Retail earnings (7:21) • Retail stories (12:51) • Office news (20:07) • Leasing updates (22:50) • Hotel trading alerts (29:59) • Shoutouts (34:44) Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp-llc Facebook: www.facebook.com/TreppLLC
In a special guest episode of The TreppWire Podcast, we welcome Rachael Brown, Senior VP of Commercial Real Estate at The Bank of Tampa to discuss the current real estate lending market. We dive into the state of the Tampa Bay area, new developments to watch, the impact of economic conditions on CRE, and market sentiment amid volatility. Listen now. Episode Notes: • Background (0:23) • Tampa’s compelling nature (2:05) • Multifamily cap rates (9:25) • Projects and developments underway in Tampa (15:49) • Change in tone of the market; is it time to play offense or defense? (18:45) • Did liquidity tighten this summer? (20:26) • Impact of Fed decisions on FL economy (22:29) • Parallels to the GFC (24:09) • Bank of Tampa’s sweet spot (25:26) • What keeps you up at night in CRE? (27:17) • Market sentiment (28:17) Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp-llc Facebook: www.facebook.com/TreppLLC
In this week’s episode, we share our results from our CRE Sentiment Survey, covering macroeconomic, CRE and CMBS, and business-specific takeaways and impacts on market participants. We discuss recent positive CRE and CMBS developments in terms of issuance, pricing, and property type news. Episode Notes: • Macro update: inflation, jobs, Fed comments (0:23) • Earnings reports (7:34) • State of the CMBS market (10:15) • Macroeconomic sentiment (16:16) • CRE sentiment (20:45) • New office developments (26:33) • Office renewals (30:48) • Student housing demand (34:50) • Retail headlines (39:30) • Mall story (43:54) • Shoutouts (45:48) Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp-llc Facebook: www.facebook.com/TreppLLC
In a special episode, we welcome back our global Trepp team to provide an update on the state of the structured finance markets around the world. We dive into our takeaways from two recent conferences, Global ABS 2022 and Structured Finance Vegas 2022. We also talk about the latest news in CRE, CMBS, and corporate CLOs. European market update(0:28) Conference vibe check: Global ABS and SFVegas (3:45) Broad CRE update (7:02) CMBS market news (12:55) Corporate CLO market sentiment and data (16:04) Investor sentiment (18:20) Closing (22:54) Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp-llc Facebook: www.facebook.com/TreppLLC
In this week’s episode, we welcome Research Director, Stephen Buschbom as we run through positive economic news, strong REIT earnings, and a new SAT word for Trepp’s 150th episode of the podcast. We also dive into our rent growth and CPI analysis, discuss the latest in office transactions, and touch on what is happening in the CMBS market in terms of issuance and delinquencies. Listen here. Episode Notes: • Positive macro update (0:24) • Travel-related earnings (8:27) • REIT Earnings (11:58) • Office transactions (18:35) • Multifamily REITs (23:36) • Rent CPI analysis (30:19) • CMBS delinquencies (34:47) • CRE Sentiment preview (39:32) • Shoutouts (41:51) Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp-llc Facebook: www.facebook.com/TreppLLC
In this week’s episode, we discuss the latest economic news, inflation numbers, retail earnings, and what this all means for commercial real estate fundamentals. We review recent office sales and leases, give an update on the industrial market, and dive into multifamily cap rates. Listen here. Take our CRE Sentiment Survey here: https://www.surveymonkey.com/r/trepp-2022-sentiment-survey Episode Notes: • CPI, GDP, Consumer Spending, and more (0:22) • Retail earnings and their impact (6:29) • Office sales (14:05) • Office leases (27:35) • Disaster vs. correction in the market (32:09) • Industrial news (38:54) • Multifamily stories (46:34) • Cap rates (49:01) • Shoutouts (53:05) Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp-llc Facebook: www.facebook.com/TreppLLC
In this week’s episode, the team dives into economic data to digest. While recent earnings and geopolitical news helped ease frayed nerves in the market, residential issues are looming. We also dive into retail green shoots and sales transactions, news for the hotel sector, and positive and negative stories for office. Listen here. Episode Notes: Economic data to digest (0:22) Brian Bailey, CRE Subject Matter Expert @ Atlanta Fed (14:21) Retail green shoots (16:08) Retail sales transactions (23:00) Office stories (27:30) Hotel sector update (37:39) Shoutouts (42:47) Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp-llc Facebook: www.facebook.com/TreppLLC
After a rough week, The TreppWire Podcast team tries to separate the real collateral damage from the noise. In this episode, we see deals drying up and crabgrass everywhere. We start by diving into the latest market sentiment, touch on bank earnings and what our team projected ahead of the reports, and then examine the news to watch across the property types. Listen here. Episode Notes: - Has the economic tide turned?(0:23) - Market sentiment (8:07) - Bank earnings projections (25:53) - Layoffs and restructuring (28:00) - Crabby crabgrass for office (31:28) - Office green shoots (38:07) - Durst fills vacancies (40:43) - Starbucks closing due to crime (42:00) - Green shoots in retail (44:48) - Multifamily (46:43) - Shoutouts (47:31) Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp-llc Facebook: www.facebook.com/TreppLLC
The market is on recession watch; are they making heads or tails of recent news? In this week’s episode, we ponder if commercial real estate will muddle through. We discuss Trepp’s latest CMBS delinquency report, noting an increase that could be a blip or a turning point in the recovery. We also dive into several office, retail, and hotel green shoot and crabgrass stories. Tune in now. Episode Notes: • Investors on recession watch (0:23) • CMBS delinquency report (7:28) • Office vacancies (12:07) • Crabgrass for office (16:31) • Office positives (20:23) • Retail update (27:50) • Mall stories (30:37) • Hotel mixed-green (32:49) • Shoutouts (35:14) Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp-llc Facebook: www.facebook.com/TreppLLC
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