All Episodes
The TreppWire Podcast: A Commercial Real Estate Show — 422 episodes
421. Beyond the Headlines: Office Distress, a $30.6B Multifamily Maturity Test, & Western CRE’s Mixed Signals | LIVE at California MBA's WSCREF
420. The Art of Storytelling in Commercial Real Estate with Spencer Levy, Host of CBRE’s The Weekly Take
419. Back to School, Back to Price Discovery: The 5% Treasury Test, College Football’s $6.1B Student Housing Connection
418. How CRE Lending is Changing: Bigger Deals, Data Center Capital, & AI with Catherine Sierakowski, BMO Capital Markets
417. Who Writes the Next Check? Fund Redemptions, Cash-Out Refinancing Trends, & CRE Workouts
416. The Bond Market Bites Back: Treasury Intervention, AI’s $3 Trillion Bet, Office Loans Below Breakeven, & Forced CRE Sales
415. The Retail Story Everyone Gets Wrong with Jim Dillavou, Paragon Commercial Group
414. The AI Capital Boom, Stubborn Treasury Yields, Office Bets, & Insurance Relief
413. Inside Nomura's Return to CRE Finance with CMBS Industry Icon Larry Kravetz
412. Refinancing, Right-Sizing, & Repositioning: $5.49B in CMBS Hard Maturities, Camden Heads South, & Apollo's Austin Bet
411. Play the Ball? Bonds Threw a Curve: New York CRE Shakeups & What Super Regional Bank Earnings Mean for CRE
410. The Plot Thickens: Inflation Rerun, AMC’s Comeback, Data Center Spreads and Corporate Real Estate Shifts
409. The Next Phase of CRE Capital Markets with Marty Allen of Grandbridge Real Estate Capital
408. Beneath the Headlines: AI Spending, Inflation, Bank Earnings, & Austin Multifamily
407. Retail Isn't Dead, It's Evolving: From Outlet Centers to Lifestyle Destinations with Tanger’s Justin Stein
406. Challenging CRE Narratives: Mid-Year Reality Check, Office Conversion Risks & Multifamily Mixed Signals
405. 250 Years of Commercial Real Estate, NYC Rent Freeze, Kroger's Next Move, & More
404. Special Servicing in 2026: Office Workouts, Extensions, & CRE Stress with David Harrison of Midland Loan Services
403. Selective Capital, Greenspan's Legacy, Morgan Stanley's Dallas Bet, & 2021 Multifamily Lessons
402. The New Reality: Warsh's Fed, CRE Disruption, Apollo's Exit, & Credit Risk Transfer 101
401. Scott Rechler, Chairman & CEO of RXR: CRE Investing In the "Age of Disruption" | Live at Trepp Connect (in NYC)
400. Liquidity is Back, (Sales) Price Discovery Isn't | CREFC Takeaways & Episode 400
399. The Apex of CapEx? AI Sticker Shock, Data Center Delays, REIT 101, & Sports-Driven CRE
398. CRE’s New Math: Multifamily Cap Rates, Office Recovery Bets, & Capital Costs
397. What the Fed Is Really Watching, CRE’s Consolidation Wave, Why Retail Is Winning, the LA Mansion Tax Backfire & AT&T's Move to Plano
396. Inside Trepp Connect: Capital Deployment, the Lending Reset & CRE’s Emerging Divide Amid AI and Data Center Growth
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