All Episodes

395. Structure, Scale, & Liquidity: What’s Driving CRE Right Now (and Mall Ownership 101)

394. The Inflation Games: The Fed Transition & Trimmed Mean PCE, Regional Bank & Mortgage REIT Earnings, & AI-Driven Real Estate Transactions

393. Debt Liquidity, Senior Housing's Surge, and the 2026 CRE Outlook with Chad Lavender of Newmark

392. Gigawatts & Green Shoots: Data Center 101, Blue Owl's Healthcare Grab, & NYC's Pension Housing Bet

391. Justin Kennedy of 3650 Capital on Dispersion, Demand Shifts, and the New CRE Market

390. Improving Liquidity, Banks Beat Earnings, a 1031 101, & More on Y'all Street: What It All Means for CRE

389. Why Smart Capital Is Still Betting on Office with Mike McDonald, JLL Capital Markets

388. Strait Talk: Oil Shock, CMBS Issuance and Private Credit Signals, Appraisal Reduction 101

387. Houston, We Have a Slowdown: Loan Outcomes, CRE Reality, & Capital on the Move

386. Escalate to De-Escalate: Bank Capital & Lending Shifts, CRE Fundraising, Construction Cost Pressures, & More

385. Market Shocks: Oil Prices Reframe the Macro, Six Years Post-COVID, Self-Storage Consolidation, & Office Green Shoots

384. Volatility Returns: Oil Shock, Two Market Risks, Student Housing Exposure, Savills-Eastdil Deal, & More Impactful Headlines

383. Gulf Shock & Market Resilience: Ides of March Returns, YTD CRE CLO Issuance & SASB AAA Downgrades

382. Resilience or Repricing? Private Credit, CMBS Market Sentiment, Office Signals, and Trading Alerts

381. Quiet Week, Loud Signals: Data Center Hyperdrive, Industrial Rankings, Office & Retail Trading Alerts

380. How Larry Connor Built a Multi-Billion-Dollar Multifamily Machine

379. Squaring the Macro Circle, The Retail Rationalization, Multifamily Recalibration, & Lodging Capital Rotation

378. Banking Back in Focus: Santander-Webster Deal, SLOOS Signals, Office CRE Delinquency Jump, Industrial & Data Center Deal Desk

377. Rates Steady, CRE in Motion: Multifamily Underwriting Pivot, Apartment Cash Flow Analysis, & Co‑Working Comeback

376. Inside Industrial Strategy, Alternative Assets & Private Credit with Clarion Partners’ Rick Schaupp

375. Fed Signals & CRE Shifts: Data Centers, Multifamily Supply Wave, & Amazon’s Big Box Move

374. Back from CREFC Miami: Commercial Real Estate Market Sentiment, Macro Headlines, & Special Servicing Trading Alerts

373. Separating Risk From Noise in 2026: Digesting Major Policy Shifts, Distress Early Indicators, Major Office Transactions & Moves

372. Carmen Spinoso on Leasing, Experiential Retail, & Why Enclosed Malls Still Matter | Spinoso Real Estate Group

371. Setting the Stage for 2026: Commercial Real Estate Outlook, Key Predictions & Market Resolutions

370. Unwrapping Commercial Real Estate Property Types in 2025: Market Surprises, Year-End Takeaways & More

369. Before Circling Back: Jobs Data, Fed Policy, CRE Strategy Featuring Ground Leases, Data Centers, Investor Trends & More

368. In the Eye of the Commercial Real Estate Storm with Michael Comparato, Benefit Street Partners

367. Year-End CRE Plot Twists: Fed Dots and Drama, Warner Bros. Sale & Their CRE Footprint, and Office & Multifamily Transactions

366. 2025 Issuance Tops $120B, Fannie/Freddie Lending Caps, NYC–Cincinnati Office Pricing Gaps, Market Trends & More

365. Cooling, Not Crashing: Thankful for CRE Bright Spots & A Ground Lease 101

364. Reading the Commercial Real Estate Room: Office Bifurcation, Retail Divergence, & SASB Reality Checks

363. WeWork CEO John Santora on the Power of Flexibility & Real Estate Cycles

362. CRE Earnings Show Market Resilience, CMBS Issuance Nears $120B, 50-Year Mortgage Debate, & More

361. NYC's Rent Regulation Debate, AI Innovation for CRE, Inside the Loans Driving Distress & Notable Transactions

360. Fed Easing into the Unknown, Bank Mergers, $4.8T CRE Debt Universe, and Headline Highlights in Multifamily and Office

359. CRE Playbook: Navigating the Shutdown, AWS Outage & AI Shifts, and Bad Bank Loans?

358. Beige Book Insights, CMBS Lending Leaders, Data Center Risks, Walmart’s AI Move & NYC’s Office Comeback

357. Shutdown? Maybe in DC… CMBS Issuance Surges, Bank Consolidation, Office Recapitalization

356. What This Week Means for CRE: Government Shutdown, AI’s Impact on Employees, CMBS Delinquency Rate Pulls Back, Bank Data Insights & More

355. The Markets Keep Moving: Office Bright Spots, Compass’ $1.6B Merger Reshapes Resi, Recapture Explained, & Trepp Trading Alerts

354. Behind the Debt Yield Metric in Commercial Real Estate with John Barkidjija of Byline Bank

353. From Dot Plot to Deal Flow: Unpacking the Fed's Cut, Retail Data Stays Strong, Paramount’s $1.6B Play, Special Servicing Rates Fall

352. Nearly 1M Jobs Vanish, Industrial Demand Cools, Return-to-Office Mandates, D.C.'s Office-to-Resi Tax Incentives, & More

351. CMBS Loan Workouts Unfiltered with Shlomo Chopp

350. CRE's Yield Curve Conundrum, Residential Reality Check, Bank Transparency on Trial & Office Bright Spots

349. Economic Resilience vs. Headlines: Tale of Two Consumers, Record Office CMBS Delinquency, & Multifamily & Office Inflection Point?

348. Office Origination, Stagflation, Job Data Misinformation & Retail Earnings Fluctuation

347. When Tides Pull Back: Finding CRE Opportunities in Supply-Demand Imbalances with Samir Tejpaul, Madison Realty Capital

346. Back to School, Back to the Office, & Back to the (Quantum) Future of CRE

345. Appraisal Sector Shakeup, Lodging Capex Crunch, Multifamily Planned Liquidation & Expansion to Industrial

344. CRE Maturity Drag, Fed Holds Rates, Tariff Deadlines, Bank Earnings & Executive Commentary

343. Commercial vs. Residential Real Estate Value Drivers, Hottest Markets Leading the Way, & Transactions from the Week

342. Powell's Balancing Act, Private Credit... Hidden Risk?, Office Special Servicing Hits All-Time High, & Mixed Office Signals

341. The CRE CLO Comeback Story: Market Trends & Execution Strategies with Steve Chow, Prime Finance

340. Housing Market Pressures, Credit Card Borrowing Plunged, BlackRock’s Buy, Texas Floods, NYC & Multifamily Transactions

339. From Data Centers to Derivatives: The 4 Ds of 2025 with Jeffrey Berenbaum of Citi Research

338. Timeless CRE Lessons: Market Cycles, Interest Rate Timing, Iconic Deal Failures, & Office Distress

337. Wait-and-See or Cut-and-Run? The Fed's Dilemma, Political Impacts on CRE, Office Distress Opportunities & More

336. What Recession? Making Sense of (Constantly) Revised Macro Data & What it Means for CRE with Danielle DiMartino Booth & Dan McNamara

335. Geopolitical Turbulence, AI Gold Rush, Distressed Office Opportunities, & Trading Alerts

334. CREFC Optimism, Market Uncertainty, Special Servicing Uptick & Notable Transactions

333. Trading Through Cycles: Whole Loan Market Insights with John Toohig, Raymond James

332. Jobs Jitters, Jamie Dimon's Warning, Wells Fargo Unleashed, NYC Office Market Revival, & Green Shoots Across Sectors

331. Economic Exhaustion, Office-to-Resi Momentum, CRE CLO Comeback, & Multifamily Green Shoots

330. Go Where the Herd Isn’t: CRE Multifamily Insights & Realities with Sam Tenenbaum, Cushman & Wakefield

329. America Downgraded: What Does it Mean? Appraisal Reductions and Trading Alerts Served with a Side of Optimism

328. Commercial Lending & Investing Through Market Changes with Red Oak CEO Gary Bechtel

327. Property Type Perspectives, Executive CRE Sentiment & Some Greenshoots: Trepp Connect (in NYC)

326. Does Slow & Steady Win the Race? Fed Holds Rates, Updated Office Stats, & A Unique Multifamily Case Study

325. The Macro Seesaw: Mixed Economic Signals, CMBS Issuance History, Rising Delinquencies & Industrial Sales

324. Unpacking Uncertainty: Economic Outlook, CMBS Origination Uptick, NYC Office Leases

323. Commercially Speaking: How Bo & Timmy Barron Make CRE Accessible

322. Data Tells All: Powell’s Play, Market Uncertainty, Loan Spreads, & CRE Transactions

321. Be Cool: Talking Tariff Reversals & CRE Implications, Special Servicing, Industrial Transactions, & More

320. From Skyscrapers to Sublets: NYC Leasing Market with Ruth Colp-Haber

319. Liberation or Uncertainty? Tariff News, CMBS Delinquencies Back Up, & CRE CLO Issuance

318. Perturbative Data: Consumer Confidence Slides, More Government Cuts, Park Ave's Persistent Premium, & Multifamily Price Points

317. From the Top: CEO Annemarie DiCola on Trepp's Evolution from CMBS Pioneer to CRE Data Leader

316. March CRE Madness: Transitory Bounce, Retail Rebound, FOMC Meeting & Trading Alerts

315. The Business of Talent & Leadership in CRE: A Conversation with Bill Ferguson

314. The Ides of March: Retail Concerns, CMBS Issuance Update, Housing Trends & Special Servicing Moves

313. Tariffs, Terminations, and...Trepidation? DOGE Plays Hide & Seek, Monthly Delinquency, & Anticipatory Value Deep Dive

312. Behind the Acquisition: Trimont’s Big Move in Commercial Mortgage Servicing with Bill Sexton, CEO

311. Mixed Signals & More Turbulence: Consumer Confidence Drops, Opportunistic CRE Deals, Data Center Signs, Valuation Trading Alerts

310. Bullish on CRE? "America's Commercial Real Estate Show" Host Michael Bull Tells All

309. The CRE Check-Up: Fed's Vital Signs, CMBS Issuance Pulse, Walmart's Flu Warning, & DOGE's Office Surgery

308. CPI Heartache: No Love for Rate Cuts, Loan Recourse 101, NYC Office Revival, & GSA Office Downsizing

307. Evolution of the B-Piece Buyer from the 90s to Today: Scott Douglass of Prime Finance

306. Tackling the Headlines: Trade, Tariffs, Office Narrative Turnaround

305. Deep-Sixed by DeepSeek? AI Disruption & Data Centers, Fed’s Patience, Trump’s Buyout Offer, & Property Stories

304. Housing Market Reality Check with MacroEdge: Inventory, Affordability & Demographics

303. Ink Meets Impact: Executive Orders, Fannie Freddie Privatization, Multifamily Data & Major Transactions

302. Taxes, Transactions, 2025 Themes: Wildfire Tax Relief, Sales Transactions, & CREFC Takeaways

301. Your 2025 REIT Playbook with David Auerbach, Hoya Capital

300. Celebrating A Milestone: Office Origination Deep Dive, Potential Fallout of CA Wildfires, and Mega Dollar Deals

299. CRE Market Context: 2025 Predictions, Delinquency Perspectives, Credit Events, & Opportunities Ahead

298. Putting a Bow on 2024: CRE Headlines & Data Behind the Narratives

297. Resiliency in 2024, Fed's Holiday Surprise, Portfolio Loans in the Special Servicing Stocking, & 2024 Wrap Up

296. Getting Eyeballs & Closing Deals: SERHANT Commercial Gives Their Perspective

295. City of Yes, Merger of Kroger & Albertsons No, Macy's Real Estate Portfolio, & Notable Property Stories

294. Opportunities Outweigh Obstacles? Look to NYC Multifamily: Behind the Scenes with Seth Glasser | Marcus & Millichap

293. Soft Landing or Hard Truth? Billion-Dollar Deals, Double-Digit Office Delinquencies & More

292. Carving up the Market: Consumer Confidence, Retail Performance Rundown, Bifurcated Office Stories, & Industrial Sales

291. Bobbing & Weaving: Blackstone Bets, Broker Fees Banned, Mayweather's Office Play, SASB Credit Stories

290. Rates are up, but so is Optimism? What the Numbers are Saying: Special Servicing Rates, Treasury Yields, CPI & Credit Stories

289. The (Swing) State of Real Estate: Election Results & CRE Impact, Fed Conundrum, Treasuries, & $100B in Issuance

288. Demystifying NY Multifamily Rent Control & Rent Stabilization with Avi Schron, Cammeby's International

287. Hope is Not a Strategy: CRE Extend & Pretend, Home Mortgage Rates, & Hot Hitting Stories

286. Bond Market Blues & CRE News: Special Servicing Transfers, Office Struggles, & Industrial Sales Transactions

285. CRE Pulse Check with Tri-State Insider James Nelson of Avison Young

284. Turbulence Before Touchdown, Bank Earnings, Retail Store Closures & Knockout Acquisition Deals

283. Storms & Stats: Hurricane Milton, Inflation, Jobs, Special Servicing Spike, & CRE Sector Stories

283. Storms & Stats: Hurricane Milton, Inflation, Jobs, Special Servicing Spike, CRE Sector Stories

282. Commodity vs. Authority in CRE Brokerage: Motivation & Insights with The Massimo Group

281. Resiliency or is CRE Comfortable with the Uncomfortable? Strikes, Storms, & Delinquencies

280. CRE Industry Reacts to Rate Cut, Bullish Las Vegas Hotel Sector, & More Office Stories

279. Want Perspective? Market Deep Dive with a Firm that Sees it All – Starwood Property Trust

278. Where Were You When the Fed Cut Interest Rates?, CMBS Trading Alerts, & More

277. Beyond the Cubicle: What Does the Office Data Really Show? LIVE at California MBA WSCREF

276. Commercial Property Insurance Insights with Skylar Romines

275. Weak JOLTS Report, Marginal Rent Growth, & More Loans Transferred to Special Servicing

274. Is the Rent too Damn High?, Multifamily Deep Dive, Data Center Data, & Delinquency Sneak Peek

273. Summer of Special Servicing, Trimont's Ascension, August Property Transfers, MSA Bulls & Bears

272. From Wall Street to Y'all Street: Economic Shifts, Hotel Woes, & Office Loan Challenges

271. Building Real Estate & Community with Sean Sweeney; Development, Design, and Education

270. The Carry Trade Selloff, Regional vs. Superregional Mall Distress, & Appraisal Reduction Trends

269. Fed Holds Steady, Indices Predict Pricing Bottom, Insurance Costs, & Office Delinquencies Rise

268. Bank CRE Portfolio Deep Dive, SASB Analysis, Special Servicer Transfers & Appraisal Reductions

267. Regional Fed Beige Book Update, CMBS Trading Alerts, Rent Control Rundown

266. Temperature Check: Stress Tests, CPI, New Originations, & Dry Powder Update

265. Will July Bring Fireworks to CRE? Building Permits, Fund Redemptions, Regional Bank Fundraise

264. Firms Commit to Deploy Dry Powder, Banks Begin to Sell NPLs, Delinquency & SASB Update

263. Consumer Spending Dip, Sunbelt Multifamily, Ground Lease Valuation, & Industrial Sales

262. Gritty Optimism in CRE, Need for Price Discovery, & Mixed Multifamily Narratives

261. Will Fed Follow Canadian & European Rate Cuts? Foreclosures 101, Modification Insights

260. Stick to the Economic Data or Trust Your Gut?; Analyzing Loan Modification Trends

259. Surveys, Sales, Sublease, & Data Center Digest

258. Unpacking the Data – Hot PPI, Cool CPI; NYC Rent Stabilization; Office Special Servicing

257. Unemployment Uptick, SLOOS Commentary, Met Gala Grumblings

255. Fed Holds Rate, Fast Food Earnings, Mixed-Use Overview, Delinquency Rundown

256. Justin Pugh's Playbook: From the NFL to CRE Success & Mentorship

254. Data Vault Unlocked: Modifications, Maturities, Mortgages; Property Types by the Numbers

253. Powell's Reverse Pivot, Strong Mall Issuance, Property Transactions, & Appraisal Reductions

252. From 6 to 3, to Higher for Longer, to Later & Less; $2.00/sf Office Sale?; CRE Market Review

251. Navigating the Evolving Mall Space with Oscar Parra of Pacific Retail Capital Partners

250. Stocks Slide, Distressed Chicago Multifamily Comps, Strong Industrial Transactions

249. Are CRE Distress & Optimism Mutually Exclusive? Green Shoots, Crabgrass, & Bank Loan Data

248. 2024 Rate Cuts? Details in the Dot Plot; Joann Bankruptcy; CRE Appraisal Reductions

247. Warm Inflation, Cool Retail Sales, & Family Dollar Stores Being Put on Ice

246. Market Moves: Powell's Testimony, S&P 500's Continued Climb, Apartment Sales, & Loan Losses

245. Leaping Through Data – Macy’s, Malls, Delinquency Report, & Discounted Payoffs

244. Office Valuations, Malls Not out of the Woods?, AI Question Marks for CRE

243. Extend &… Pretend, Profit or Peril? Office Environment; Lodging Maturities; Property News

242. CRE & Bank Turmoil Strikes Mainstream Media Chord; Surveys, Sales, & Shout outs

241. Commercial REality Check: What Fed Pivot? & More with Danielle DiMartino Booth and Dan McNamara

240. Immaculate Disinflation?; Retail & Hotel Sales; Office Operating Expenses

239. Mixed-Bag Update: Strong Retail Sales, Turbulent Bank Earnings, Loans in Special Servicing

238. CRE Temperature Check at CREFC Miami: Resilience in a Wary Market

237. Structural Changes in CRE Debt Markets, Ares' Bryan Donohoe Helps Us Sort it Out

236. New Year Normalization: December Delinquencies, Multifamily 101, Retail Resilience

235. Taking Stock of 2023: A Look Back & Ahead for CRE Finance

234. Holiday Blues No More? Falling Rates Shine Light at End of 2023 Tunnel for CRE

233. Rates Plummet After Fed Announcement: Is it Enough to Kickstart the CRE Market? Our Hot Takes

232. Lending & Leases & CRE Sales (Oh My!) But Still Plenty of CRE Bears

231. Falling Rates, Issuance Uptick Make for (Very) Cautious Optimism Heading into 2023 Home Stretch

230. As Distressed Assets Pile Up, Shlomo Chopp Tells Us How to Look for Opportunities

229. Alarm Bells from Retail Earnings; Reasons for Thanks in CRE

228. Carmen Spinoso Proves There is Still Value in Many US Malls, With Spinoso Real Estate Group

227. CPI Sends T-Yields Tumbling & REIT Shares Higher, But Retail CEOs Warn of Holiday Season

226. Rate Rally Hits Brick Wall; WeBroke; CMBS Deals Show Signs of Office & Hotel Lending Life

225. Multifamily Market Update, Where are the Opportunities Now? With Matthew Frazier, Jones Street

224. Markets U-Turn as Treasury Yields & Risk Spreads Tumble; Mall Optimism; Bay Area Office Pain

223. Mixed Economic News Ahead of Fed Decision, Strong GDP, Silver Linings in CRE Issuance

222. Mall Green Shoots Offset by Miserable Office Headlines; New Lending Comps

221. War in Middle East; Office, Hotel, Multifamily, Industrial Comps for Buyers/Sellers to Process

220. Rates Up, Risk Premiums Jump, and Lots of Painful CRE Comps

219. Nowhere to Hide: CRE & CMBS Delinquencies, Jingle Mail, Dwindling Consumer Confidence

218. Life, Lending, & Rock 'n' Roll: The Father of CMBS, Ethan Penner, Tells us How it all Started

217. Extensions & Modifications, Insurance Rundown, REIT Bankruptcy, & Dot Plot Discussion

216. Behind 280 Characters: StripMallGuy Opens Up on Anonymity, Tenants, & Chick-fil-A with Trepp

215. Downsizings Haunt Office CRE: Microsoft, Shell, KPMG Bring Painful Reminders (& Trading Alerts)

214. September Swoon: Healthy Market Pause or More? FDIC Loan Sale; Pigs Fly: CA Office Green Shoots

213. CRE Rundown: Transactions, Office Value Reductions, Puerto Rican Loan Pay Off, Delinquency Data

212. Get the 'Knak' with CRE Legend Bob Knakal: Data-Driven Update, Retail Green Shoots, Policy

211. Multifamily Comps Galore; Retail Earnings Concerns; Interest Rates Level Off Ahead of Fed Talk

210. Late Summer Blues: Can Rising Treasury Yields Stall the CRE Markets?

209. Soft Landing Doesn’t Mean No Turbulence; WeWork Exposure; Where to Hide in CMBS

208. Ringing in August with CRE Green Shoots; What Can Go Wrong?

207. Frisky Business: Solid Economic Data, Stocks Surging, CRE Sales. Are we Back?

206. Irrational Exuberance in the Markets?; Property Transfers & Deed-in-Lieu; Multifamily Expenses

205. Risk On! Inflection Point or False Flag? Enthusiasm Everywhere, Bearishness in Short Supply

204. No Holiday Lull for CRE: Comps Galore, Big Office News, H1 CMBS Recap

203. Comps Comps Comps, Sales Comps Dominate News; Delinquencies Rise

202. Did Fed Pause Stall the Market? New Issue Pricing & Property Sector Rapid-Fire Rundown

201. Optimism Hard to Find at CRE Event; Industrial Hitting a Wall?; Retail Owner Throws in Towel

200. Cutting Through the Haze; Looming Hotel Default Renews Lodging Concerns; More Office Subleases

199. Office Delinquencies Hit 5-Year High; Issuance Defies Debt Ceiling Drama; State of CRE Market

198. Charting CRE Distress from Peak to (Silicon) Valley: TreppWire Recorded LIVE at NAIOP

197. Debt Ceiling Deal Debate; CRE Poker Face: Hold ‘Em or Fold ‘Em; Office Special Servicing Moves

196. Storm Brewing… CRE Issues May be Least of Concerns; Retail Extensions; Rental Rates 101

195. Jittery Markets, More Bank Fallout, Office Comps

194. Retail Apocalypse No More… Shifting Market Dynamics: TreppWire Recorded LIVE at ICSC

193. Investors Exhale After Bank Earnings, but Hold Breath Watching Office News...

192. Good Vibrations in a Shaky Market? Some Even in Office

191. Tightening Credit Conditions, The Frustration Index, “Non-Issuance”

190. It's Happening: Office Delinquencies Tick Up Again, Calls for Bank Regulation, and Wrap on Q1

189. Impending Credit Crisis? Perspective from a Private Lender, Warren de Haan, ACORE Capital

188. Volatility Up, Liquidity Down for Banks & CRE; Office Turmoil; Restructuring Program Needs?

187. Holding Pattern for CMBS Lenders; Cash is King for Banks; Liquidity, Anyone?

186. CMBS Spread Widening: Buying Opportunity or Trouble Coming?; Flurry of Office News

185. Making Sense of $30 Trillion in Bills, A Debt Ceiling Clock, & QT with Danielle DiMartino Booth

184. Good News is Hard to Find: Delinquency Jumps, Sublease Siege, Massive Trading Alert

183. Mixed Economic & Earnings Messages, Signs of Stagflation – What Does it Mean for CRE?

182. Expiring Leases and Office Maturities, Multifamily Loan Moves, Healthy Travel Earnings

181. Hotels Roaring Back, Industrial Weakening, Tech Impact to Office

180. Seismic Shift in Office? Podcast Trading Alert, Multifamily Markets to Watch, Grocery Retail

179. Bumpy Year Ahead, Loan Spreads in Volatile Times, Renters’ Bill of Rights & Multifamily Impact

178. CRE Transactions Drop, Big City Office Blues Hit Seattle, Japanese Bond Market

177. ‘Game of Chicken’ for Players in CRE Finance, CREFC Sentiment; Office Sublease Special

176. New Year, Same Market Concerns; CMBS Delinquencies Rise, Office & Retail Layoffs, Closures

175. A Look Back & Ahead: 2022 CRE Market Surprises, What’s to Come in 2023

174. Weak Retail Sales & More Office CMBS Turmoil, Soft Housing Market, Holiday Wishlist

173. All Eyes on Office, Fed Dot Plot, Violent Market Reaction

172. Gloomy CRE Mood: Is Office the New Mall? Industrial Cracks, But Plenty of Hotel Green Shoots

171. Loan Modifications, the Trepp Unicorn Story, Multifamily Delinquencies

170. Extensions, Missed Payments, Dropping Values: Smorgasbord of CRE News

169. Finding Green Shoots (As People Seek Taylor Swift Tix); Floating Rate CRE CLOs; Retail Earnings

168. Making Sense of Midterms and the CRE Regulatory Landscape with the Mortgage Bankers Association

167. Tech Wreck & Housing Cracks, REIT Earnings Rundown, Student Housing Distress

166. Will Floating-Rate Loans Sink Upon Maturity?, Delinquencies Rise, No Leaks in the Boat... Yet

165. Tech Turmoil Weighs on Markets; Will Falling CRE Prices Lead to Fed Pivot?

164. Wading Through Some CRE Distress with Tony Yousif, SVN

163. Subleases & Givebacks Galore; $300 Billion of Upcoming Maturities; Where’s the Stress?

162. Rising Rates, Cost of Interest Rate Caps Threaten to Derail CRE; Top 5 Multifamily Markets

161. Digging Through the Data: Multifamily Cracks, CMBS Metrics, Bank Earnings Predictions

160. Searching for Light in a Stormy Market, CRE Distress, Hurricane Exposure

159. CEO Warnings, Surging Interest & Cap Rates, Dot Plot Danger: Where Are Green Shoots?

158. Bleak Week: Mixed Bag of CRE & Economic Data; Inflation, Transactions, Trading Alerts

157. Can CRE Weather Looming Geopolitical Storms? Outlook for Remainder of 2022

156. Is CRE the Cure for Summertime Blues?, Tick Tick of Office Distress, CMBS Delinquencies

155. Which Way is the Wind Blowing? Making Sense of a Choppy Market; CRE Value (D.U.S.T)

154. Excess Inventory & Earnings, Thawing in CMBS Market?, Hotel Transaction Bounce-Back

153. Time to Play Offense or Defense? CRE & Lending Update with Rachael Brown, The Bank of Tampa

152. CRE Sentiment: Sunny Skies or Eye of the Storm?; Developments & Demand, CMBS Signs of Life

151. Special Episode: Global CRE & Structured Finance Review Amid Market Volatility

150. Strong REIT Earnings, Positive Economic News, The CPI ‘FYI’

149. Complacency Picking Up, No Signs of Disaster Yet; Cap Rates, Retail Earnings

148. Positive Earnings & Geopolitical News Ease Frayed Nerves, Resi Issues Loom...

147. Should We Panic Yet?: CRE Hits a Wall, Crabby Crabgrass, Earnings Disappoint

146. Will CRE Muddle Through? Delinquency Blip or Inflection Point, Office Vacancies

145. First-Half CRE Scorecard, High Watermark Transactions, Bank Loan Data

144. 5 Pillars of Office Health, Retail vs. Office, Where’s the Multifamily Risk?

143. Unpacking The Fed's Decision; CREFC Sentiment; Making Sense Of The Gloom & Doom

142. Office? Apocalypse Not, Has Inflation Peaked? and Key Trading Alerts

141. Resurgence of the Office Debate, CMBS 123, Retail Credit News

140. Office: Death by a Thousand Cuts?, Filet Mignon & SASB Deals, Retail Mixed-Bag

139. Despite Dismal Retail Earnings, Green Shoots in CRE and CMBS

137. A Shifting CRE Landscape & Investment Insights with Carly Tripp, Global CIO, Nuveen Real Estate

138. CRE Lender Sentiment and Sectors to Watch, Hot Industrial Market or Plateau?, Office Woes

136. How Recent Tech Earnings Indicate a Market Top for CRE; Delinquency, Amazon, and The Fed

135. Tech Earnings Impact on CRE, Multifamily Financials, Offices Downsizing

134. Higher Interest Rates Fail to Cool Off Hot CRE Markets; Office, Retail & Student Housing Deals

133. CRE Lending with Matthew Osborne, Eastern Bank: Life-Science Growth; Pandemic Look Back

132. Brokers Start Your Engines, Office Sales; Multifamily NOI Teaser; Retail Review

131. Operators Shedding Retail Assets, Office Occupancy, Single-Family Rental Update

130. Bank Loans to Watch, CRE Impact of Rising Rates, Sneak Peek at Delinquencies

129. Digesting Rising Interest Rates, Cap Rates, and Liquidity

128. State of CRE Lending, Office Mixed Greens, Fed Announcement

127. Inflation & Consumer Behavior, Property Comps, Risk Retention Loan Performance

126. Array of CMBS News, Office, Retail, and Industrial CRE Happenings

124. Sobering Russia/Ukraine News Yet to Impact CRE, Appeal of Defeasances, Property Sales

125. Special Episode: How the War in Ukraine Could Impact Europe, A CRE & Structured Finance Update

123. Record-Breaking Deals, Industrial Interest, Stress Testing Scenarios

122. Making Sense of Inflation & CRE, Hotel Headwinds, Office Moves, Multifamily Benchmarks

121. Mixed-Bag of Office News in US Cities, CMBS vs. Bank CRE Loan Performance

120. Retail Rundown with Lauren Thomas, CNBC: Peloton Woes, Earnings Predictions

119. Market Volatility & CRE, Mall Loan Defeasances, Hotel Distress

118. Risk & Reward of Debt vs. Equity with Pasquale Cardone II, PC2 Capital

117. Unpleasant CRE Surprises, Hotel & Office Happenings, CREFC Confidential

116. Rare Uptick in Delinquencies, Big Week for Office News, Retail Closures

115. Looking into the CRE Crystal Ball: 2022 Predictions & Resolutions

114. Scary Parallels of Retail & Office, Mall Comps, Alternative Asset Classes

113. Health Check on the Heavily-Watched Retail, Office, & Lodging Sectors

112. Post-COVID Property Valuations, Hotel Transactions, Office Occupancy

111. Hotel Loan Cures, Mixed Office News, Green Shoots in the Metaverse

110. Black Friday Bonanza, Retail Worries; What's Weighing on the Markets?

109. Retail Renaissance or False Start? “Next Big Short” CMBX 6 Update, Office Green Shoots

108. Navigating Challenges in CRE: Business Workouts & Receiverships with Douglas Wilson Companies

107. Office & Hotel Must-Knows, Brick-and-Meta Retail, Milestone COVID Delinquency Rate

106. Signs of Life in Chicago Office, Life Science Sector on Fire, Quarterly Data Review

105. Uptick in Hotel Activity, Scariest Macro Issues, Near-Record Issuance Levels

104. Wave of Office Downsizings, Mall Loan Extensions, Bank Earnings

103. Making Sense of D.C. & CRE with Mike Flood, Mortgage Bankers Association (MBA)

102. Markets in Turmoil, CRE Standing Strong

101. Misallocation of Funds, Evergrande & the Economy, Office Headwinds, Rental Rates 101

100. CRE’s Wild Ride, Business Travel Blues, Office Return Rollbacks, and Retail Must-Knows

99. The Return to Office Change-up: Is a Sell-off in Our Future?

98. Taking a Stab: Making Sense of Mixed Economic & CRE News

97. Special Episode: Trepp CRE Sentiment Survey Results, Mix of Hopeful Signs & Structural Concerns

96. Mall Value Reductions, Credit Crisis Catalysts, Positive Retail Earnings

95. Summer CRE Potpourri: Retail & Office Green Shoots and Need-to-Know News

94. Hotel Sales Comps, Retail Earnings, Return to Office Rollbacks, Eviction Ban Extension

93. Vaccine Mandates, Metro Rankings, Earnings Messages

92. Retail Loan Purgatory, Mall Valuation Drops, Office Moves and Migrations

91. NOI Analysis: Hotel & Mall Pain, The Office Tenant Rollover, CRE Headlines

90. Issuance Investigation: First-Half 2021 Trends and Activity, A Blend of Retail and Office News

89. CRE Recovery: Judging First-Half 2021 Predictions, Buying Distressed Assets, CMBS Spreads Update

88. The Mall Loan Witness Protection Program, Stress Test Results, Week of Regulatory News

87. CRE's Good, Bad, & Unknown: Mid-Year Property Type Review, CREFC Confidential

86. Must-Know Office and Retail News, Banking Regulatory Shift, CECL Update

85. Hotels Rebounding, Office and Multifamily Occupancy, The Donut Effect

84. We’re Back: Hotels, Retail, & Office Turning the Corner; Positive News This Week

83. Managing Real Estate Risk with Dr. Eva Steiner, Penn State Smeal College of Business

82. Movie Theaters, Shopping Malls, and More Office Moves

81. Liquidity in Commercial Real Estate with Jim Shevlin, CWCapital and RealINSIGHT

80. A Grab Bag of Retail and Office Headlines, Inflation Confirmation

79. End of 1031 Exchange?, REIT Earnings, Retail Rundown, Delinquency Report

78. Homeless Hotels, Tech Titans’ Office Demand, Retail Trend Reversal

77. Check-In on COVID Delinquencies, End of Retail Apocalypse?, Office Vacancies, Student Housing

76. Good, Bad, & Ugly Office News, Solid Bank Earnings, Retail Property Sales

75. Hotel & Multifamily Distress Across the U.S., Spike in CRE CLO Demand, Retail Round-Up

74. Global Investing in Commercial Real Estate with David Bitner, Cushman & Wakefield

73. Fresh Bank CRE Loan & CMBS Delinquency Data, Falling Multifamily Occupancy, Hotel & Sports

72. Distressed Logjam Loosens, Hotel Deals in the Market, One Year of Podcasts

71. Green Shoots & Crabgrass in CRE, Property Valuation News, The State of CMBX 6

70. Road to Recovery for the Distressed Debt Market with Donald Sheets, Broadshore Capital Partners

69. COVID-19's One Year Check-Up: Biggest Surprises in the CRE Market & Overall

68. Delinquency Drops, Return to the Office, Performance of CRE CLOs, Texas CRE Snapshot

67. The Resiliency of REITs, Performance and Outlook with John Worth of Nareit

66. Early Look at NOI Changes, Hidden Delinquency Rate, New Appraisals, Co-Tenancy Clauses

65. Falling Retail Property Values, Office Cuts, 2021 Stress Test Scenarios, Credit Enhancement 101

64. Sublets, Shopping Malls, Slot Machines, and CMBS Deal Pricing 101

63. Policies & Predictions: Forecast for CRE Finance with Jamie Woodwell and Mike Flood from MBA

62. The Delinquency Digest, Eviction Moratorium Rundown, UK CRE News, Notable Leases & Sales

61. Follow the Feet: Tracking CRE Performance Using Consumer Behavior ft Ethan Chernofsky, Placer.ai

60. The Short Squeeze Frenzy, Conversion of Malls, Loans to Watch Across Property Sectors

59. Vaccines and Vacancy, Cracks in Multifamily, Q4 Bank Earnings, Wave of Hotel Bankruptcies

58. The 2021 CRE Outlook with Deloitte Real Estate’s Kathy Feucht and John D’Angelo

57. Distressed Property Valuations, Major Metro Office Headlines, Corporate Transparency for CRE

56. A Look at Travel and Hospitality News, More Retail Closures, What’s to Come for 2021

55. Trepp Year-in-Review 2020: Biggest CRE Surprises, Performance by Property Type, CMBS Trends

54. Analyzing CRE Property Valuations, Q3 Bank Loan Performance, Fresh CMBS Delinquency Data

53. Leveraging CRE Tech during the COVID-19 Crisis with Michael Mandel from CompStak

52. Digging into Mall Loan Losses, Retail Loan Modifications, Falling RevPAR

51. Key CRE Trends from a Broker’s Perspective with Michael Bull, America’s CRE Show & Bull Realty

50. A Global Inflection Point, Special Servicing Rates Decline, Changes in Corporate/Consumer Habits

49. Falling Occupancy Rates, Bank CRE Loan Delinquencies, Demand for Office Space

48. An Early Look at November Delinquency Rates, Options for Distressed Hoteliers, the Urban Exodus

47. CRE Investing & Servicing with Adam Behlman, President of Real Estate at Starwood Property Trust

46. Hotel Sector in Dire Straits, Warehouse Loan Hedging 101, Early Indicators of Bank Failure Risk

45. Property Performance Predictions in a Post-Vaccine World

44. Potential Regulatory Changes Post-Election, Risk Retention 101, Notable Q3 CRE Data

43. CRE Investment Insights with Dr. David Hartzell & Caroline O’Neill, UNC Kenan-Flagler PE Fund

42. The Outlook for the Distressed Debt Market, Retail Valuations, Recent CMBS Pricing Levels

41. Borrowers Giving Back the Keys to Their Properties in Droves, 6 Month Corporate CLO Credit Cycle

40. The Impact of COVID-19 from a Rating Agency’s Perspective with Eric Thompson from KBRA

39. Retail Property Valuations, The Big Takeaways from Q3 Bank Earnings, Shadow Delinquencies

38. Key CRE Metrics for Assessing the Recovery with KC Conway, Chief Economist at CCIM

37. The Recession-Resistant Self-Storage Sector, Loan Payoff Report, Retail & Lodging Performance

36. CECL 101, Recent CRE Valuations, The Declining CMBS Delinquency Rate

35. Performance of CRE Bank Loans vs CMBS Loans, A Look at Occupancy Rates, The Regulatory Roundup

34. Takeaways from Mid-Month CMBS Delinquency Report, A Mixed Bag of Office News, Loan Deferrals 101

33. Predictions for the Future of CRE Finance, Problems in Multifamily, a Wave of Retail News

32. Hotel Valuations, Increasing Focus on the Office Sector, Treasury Yield 101

31. CMBS Delinquency Rate Sees Another Big Decline, Underwritten vs Actual NOIs, Top Secondary MSAs

30. A Data-Driven Approach to Assessing Property Values with Fritz Kaegi, Cook County Assessor

29. Fresh CRE Delinquency Data, CMBS Loan Modifications 101, the Flurry of Hotel and Retail News

28. The Economic Impact of COVID-19 on CRE with Ryan Severino, Chief Economist at JLL

27. Analyzing Underwritten NOIs, Updates on the Lodging and Retail Sectors, Appraisal Reductions

26. The Big Takeaways from REIT Earnings Season

25. Deep Dive into HOPE Act & 1031 Exchange, Shadow Vacancy Rates, Big Drop in CMBS Delinquencies

24. The State of the Distressed CRE Debt Market with Donald Sheets from Broadshore Capital Partners

23. Signs of Progress and Peril in the US and European CRE and CLO Markets

22. Improving CMBS Delinquency Rates, Noteworthy CRE Stories, Shifting Trends in Office

21. Legal & Regulatory Challenges in CRE with Rick Jones, Finance & Real Estate Partner, Dechert LLP

20. The Impacts of COVID-19 at the Mid-Year: Fleeting Eclipse or A New Dark Age?

19. CMBS Delinquency Rate Nears All-Time High, Hotel Debt Relief, Takeaways from Bank Stress Tests

18. Surprises in MSA Delinquencies, Congressional Request for CMBS Borrower Relief, “Problem Banks”

17. The Future of CRE with Brian Stoffers, Global President at CBRE and MBA Chairman

16. Signs of Stress in Corporate CLO Market, Record-Breaking CMBS Delinquencies, Exodus from Cities

15. What CMBS Borrowers Need to Know in COVID Times

14. More Bad Retail News, A Look at the CMBX 7 Index, Credit Supply Risk in Corporate CLOs

13. The Big Short of CMBX 6 with Dan McNamara and Catie McKee from MP Securitized Credit Partners

12. Massive Spike in CMBS Delinquencies, Loan Forbearance Expectations, Office Exposure in CMBX 12

11. Making Sense of the Retail Market with Jan Kniffen

10. Two Schools of Thought on the Future of Office, Borrower Relief Options, CRE Delinquencies

9. Digging into CMBX and Store Closures, New Performance Data on Lodging, Retail and Multifamily

8. The Impact of COVID-19 on CRE Valuations, the Next Wave of Delinquencies, New CMBS Issuance

7. Assessing CRE Risk, The Next Steps for Hotel Loans, The Future of Retail and the Amazon Effect

6. The Rise in CRE Delinquencies, What Smart Money is Looking at, Signs of Life in Corporate Loans

5. The Coming Wave of Distressed Assets, the Week in Retail and CMBX, More CLO Downgrades

4. Sharp Increase in Non-Payment on Hotel and Retail Loans, Bank Earnings, Downgrade Risk in CLOs

3. Predictions for the Economic Recovery, Potential Concerns in CMBS, A Look at Student Housing

2. Forecasting Retail and Lodging Performance, The "Big Short" against CMBX 6, Hidden Risks in CRE

1. What Happened This Week? The Impact of COVID-19 on CRE, CMBS and CLOs