421. Beyond the Headlines: Office Distress, a $30.6B Multifamily Maturity Test, & Western CRE’s Mixed Signals | LIVE at California MBA's WSCREF

In a special live edition of The TreppWire Podcast recorded at the California MBA Western States CREF conference, we dig into why today’s CRE market can seem so contradictory and what the data says when you look beyond the national headlines. We break down the three clocks driving CRE today: property performance, capital markets, and credit. We examine the uneven Western office recovery, life sciences distress, why Western multifamily is outperforming the Sun Belt despite a $30.6 billion maturity test, and whether self-storage is flashing an early warning for housing. Plus, we follow two properties through very different cycles to show how performance, value, and credit can tell completely different stories. Tune in now.Questions or comments? Contact us at [email protected]. Follow Trepp: X: www.x.com/TreppWire LinkedIn: www.linkedin.com/company/trepp