US CRE debt market: 2024 recap and 2025 outlook with Stephen Buschbom

We welcome back Dr. Stephen Buschbom, co-host of The TreppWire Podcast and real estate and finance lecturer at Clemson University. Just over a year ago, Stephen joined us for an episode where he made a number of prescient calls on what lay ahead for 2024. In this episode, he joins Omar Eltorai and Cole Perry once again to share a retrospective on the 2024 US debt market, and discuss potential developments for 2025. Key Moments:01:26 Recap of 2024 predictions02:50 Key debt market trends in 202403:32 Maturity defaults and loan performance07:25 Regional market insights: Washington, DC and San Francisco09:47 2024 market figures and issuance trends14:20 SASB and conduit issuance analysis18:53 Economic scenarios and 2025 outlook38:47 Insurance market challenges44:33 Predictions for 2025Resources Mentioned:CREFC Miami Conference - https://www.crefc.org/january2025CRE Exchange Podcast Episode EP21 – CRE debt market - Past, present and the future - https://www.altusgroup.com/podcasts/cre-exchange-cre-debt-market-past-present-future-with-stephen-buschbom-of-trepp/The TreppWire Podcast - https://www.trepp.com/treppwire-podcastThanks for listening to the “CRE Exchange” podcast, powered by Altus Group. If you enjoyed this episode, please leave a review to help get the word out about the show. And be sure to subscribe so you never miss another insightful conversation.#CRE #CommercialRealEstate #Property