הפודקאסטים הטובים ביותר ב-TreppWire (2024)

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253. Powell's Reverse Pivot, Strong Mall Issuance, Property Transactions, & Appraisal Reductions 57:28

6d ago57:28

57:28

Between the retail sales report, comments from Fed Chair Powell, and tensions in the Middle East, there’s been a lot to digest recently. In this week's episode of The TreppWire Podcast, we break down Powell's pivot and in CRE, dig into a large multifamily transfer to special servicing, new regional mall CMBS issuance, and share stories on property …

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252. From 6 to 3, to Higher for Longer, to Later & Less; $2.00/sf Office Sale?; CRE Market Review 52:05

12d ago52:05

52:05

This week, we got another inflation reading that – leading up to it – had market participants in a "what if" mode, wondering what would happen if the number came in higher, lower, or in-line with expectations. In this week's episode, we break down this changing narrative, we also talk about Blackstone's $10 billion multifamily acquisition, and what…

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251. Navigating the Evolving Mall Space with Oscar Parra of Pacific Retail Capital Partners 45:50

17d ago45:50

45:50

In this special guest episode of The TreppWire Podcast, Oscar Parra, CFO of Pacific Retail Capital Partners, joins the team to share a deep dive into the shopping mall asset class. Oscar reveals how to identify opportunities and navigate challenges within the evolving mall space. Oscar breaks down some recent transactions and shares the details of …

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250. Stocks Slide, Distressed Chicago Multifamily Comps, Strong Industrial Transactions 53:09

20d ago53:09

53:09

In this episode, we delve into the market downturn that kicked off Q2—is it a mere correction or indicative of deeper underlying issues? In CRE, we share our latest CMBS delinquency rates and loan loss figures, then dive into distressed Chicago multifamily comps, and notable industrial property sales. Tune in now.Episode Notes:- Economic update: st…

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249. Are CRE Distress & Optimism Mutually Exclusive? Green Shoots, Crabgrass, & Bank Loan Data 46:38

27d ago46:38

46:38

In this week's episode of The TreppWire Podcast, we ask the question: 'Is distress in commercial real estate a result of lagging indicators or is market optimism winning the narrative battle?' after breaking down positive economic signals but cautioning that CRE might not be out of the woods yet. We also share green shoots and crabgrass across the …

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248. 2024 Rate Cuts? Details in the Dot Plot; Joann Bankruptcy; CRE Appraisal Reductions 51:31

1M ago51:31

51:31

After the Fed meeting this week and signs that there will be interest rate cuts in 2024, we ask ourselves if the 'devil is in the Fed Dot Plot'. In this week's episode of The TreppWire Podcast, we also analyze housing starts, Joann fabric's bankruptcy filing, stories of value reductions for malls, San Francisco's latest sublease space, and several …

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247. Warm Inflation, Cool Retail Sales, & Family Dollar Stores Being Put on Ice 57:34

1M ago57:34

57:34

In this week's episode of The TreppWire Podcast, we break down the economic headlines along with the news of Family Dollar closing 1,000 stores. We also dig into retail and multifamily transactions, crab grass + a potential mixed-green for office, and more in lodging and industrial. Tune in now.Episode Notes:- Economic update (0:23)- Dollar Tree cl…

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246. Market Moves: Powell's Testimony, S&P 500's Continued Climb, Apartment Sales, & Loan Losses 49:04

2M ago49:04

49:04

This week, we've had no lack of news including ADP, JOLTS, NYCB’s $1 billion-plus capital injection, and Fed Chair Powell’s semi-annual congressional testimony. In this episode, we break down what it all means for CRE, dive into CMBS loan losses, and share stories on apartment sales, office crabgrass, and retail green shoots. Tune in now.Episode No…

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245. Leaping Through Data – Macy’s, Malls, Delinquency Report, & Discounted Payoffs 54:08

2M ago54:08

54:08

In this week's episode of The TreppWire Podcast, we break down PCE data, Macy's store closure news and the exposure in CRE, and Trepp's latest figures for CMBS delinquencies. Across property types, we review stories about loans heading to special servicing, property valuation reductions, and discounted payoffs. We also share a review of REIT earnin…

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244. Office Valuations, Malls Not out of the Woods?, AI Question Marks for CRE 38:14

2M ago38:14

38:14

In this week's episode of The TreppWire Podcast, we break down office valuation stories and the idea that despite positive retailer earnings reports, malls may not be out of the woods yet. We also cover several multifamily transaction headlines, and news for the retail, lodging, and industrial sectors. Tune in now.Episode Notes:- Economic update: F…

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243. Extend &… Pretend, Profit or Peril? Office Environment; Lodging Maturities; Property News 51:46

2M ago51:46

51:46

While the market was watching CPI numbers, jobless claims, and retail sales this week, the Trepp team was digging into the ‘extend and pretend’ narrative and signs of distress hiding in the lodging sector. In this episode, we dig into the data behind these themes, give a deep dive into the current office environment, and also share stories across t…

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242. CRE & Bank Turmoil Strikes Mainstream Media Chord; Surveys, Sales, & Shout outs 48:40

3M ago48:40

48:40

This week, anyone outside of CRE may have thought markets were improving. But one quick search reveals that mainstream media is now all over what we’ve been talking about for many months. In this episode of The TreppWire Podcast, we break down the headlines, while also sharing industrial transaction stories and news for office, retail, multifamily …

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241. Commercial REality Check: What Fed Pivot? & More with Danielle DiMartino Booth and Dan McNamara 49:42

3M ago49:42

49:42

In this week's episode of The TreppWire Podcast, we are joined by two market experts, Danielle DiMartino Booth, CEO & Chief Strategist at Quill Intelligence, and Dan McNamara, Founder & CIO of Polpo Capital. After a week full of headlines, we discuss the 'cold water' that seems to have been thrown on the recent resilience and soft-landing narrative…

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240. Immaculate Disinflation?; Retail & Hotel Sales; Office Operating Expenses 53:55

3M ago53:55

53:55

In this episode of The TreppWire Podcast, we review the latest economic data points and whether what we're seeing is contributing to the "immaculate disinflation" narrative. In CRE, we break down multifamily stories, transactions across the country for retail and hotel properties, and share office stories that touch CMBS. We also dig in to our offi…

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239. Mixed-Bag Update: Strong Retail Sales, Turbulent Bank Earnings, Loans in Special Servicing 46:30

3M ago46:30

46:30

This week, we saw positive retail sales numbers and jobless claims at the lowest level in over a year, but we also saw bank earnings decline. In this episode, we dive into the mixed-bag of macroeconomic news and data, and what it means for CRE. We share multifamily transactions across the country, news about office loans heading to special servicin…

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238. CRE Temperature Check at CREFC Miami: Resilience in a Wary Market 43:12

3M ago43:12

43:12

In this week's episode of The TreppWire Podcast, we reflect on the CREFC Miami 2024 conference, and the parallels in terms of bullishness on the dovish Fed pivot. While there is a generally positive overtone as we head into 2024, there are underlying concerns that have yet to be addressed. We also dive into multifamily sales, office news, and a few…

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237. Structural Changes in CRE Debt Markets, Ares' Bryan Donohoe Helps Us Sort it Out 33:10

4M ago33:10

33:10

In a special guest episode of The TreppWire Podcast, we are joined by Bryan Donohoe, Partner and Co-head of Ares US Real Estate. Bryan breaks down the world of debt markets, lending, and originations. We break down past market disruptions, CRE fundamentals, and the structural changes in the CRE debt markets.*This episode was recorded prior to the D…

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236. New Year Normalization: December Delinquencies, Multifamily 101, Retail Resilience 41:52

4M ago41:52

41:52

In this week's episode of The TreppWire Podcast, we discuss whether the decline in stocks and increase in bond yields was a sign of negativity or just a normalization in the market. We have a special multifamily 101 segment where we break down going in cap rates, not all income is "good income" and more. We also discuss our latest CMBS delinquency …

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235. Taking Stock of 2023: A Look Back & Ahead for CRE Finance 52:53

4M ago52:53

52:53

As the holiday season creates an expected slowdown for the markets, now is the time to take stock of 2023 and take a stab at what we can expect for 2024. In this week's episode of The TreppWire Podcast, we reflect on the year for commercial real estate, sharing thoughts and predictions for lending, issuance, interest rates, and distress. We also sa…

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234. Holiday Blues No More? Falling Rates Shine Light at End of 2023 Tunnel for CRE 48:04

4M ago48:04

48:04

In this episode of The TreppWire Podcast, we have a surprisingly busy episode for the holiday season, with several stories to share across the major CRE property types. It was another positive week for investors, and we break down what falling rates and contracting risk premiums mean for the market. We also share the latest data for commercial mort…

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233. Rates Plummet After Fed Announcement: Is it Enough to Kickstart the CRE Market? Our Hot Takes 54:20

4M ago54:20

54:20

In this episode of The TreppWire Podcast, we digest the Fed’s decision to hold rates steady, along with the declaration that there will be three rate cuts in 2024. We share our initial reactions, the 'nirvana day' market reaction and our hot takes on what it means for CRE, CMBS issuance, and bank lending. We also share some major office and retail …

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232. Lending & Leases & CRE Sales (Oh My!) But Still Plenty of CRE Bears 47:33

5M ago47:33

47:33

There has been plenty of cautious optimism in the economic and commercial real estate markets lately. In this week's episode of The TreppWire Podcast, we discuss what a year-end rally means to sellers on the fence. We also break down this week's gains, dive into green shoots and crab grass for the office and retail markets, and debate renting vs. b…

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231. Falling Rates, Issuance Uptick Make for (Very) Cautious Optimism Heading into 2023 Home Stretch 52:57

5M ago52:57

52:57

After a week of falling yields, benign inflation, and strong economics, we dig into some (very) cautious optimism for the commercial real estate market. In this week's episode, we also break down the latest CMBS delinquency rates, share green shoots and crab grass for retail and office, and examine the latest issuance data. Tune in now.Episode Note…

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230. As Distressed Assets Pile Up, Shlomo Chopp Tells Us How to Look for Opportunities 43:20

5M ago43:20

43:20

In this special guest episode, we are joined by Shlomo Chopp, Managing Partner of Terra Strategies and distressed debt expert. We analyze the state of the CRE and CMBS markets. Shlomo explains workouts, the distressed narrative in the current environment, the state of the office market, and even shares some optimistic takeaways. Tune in now.Episode…

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229. Alarm Bells from Retail Earnings; Reasons for Thanks in CRE 52:04

5M ago52:04

52:04

In an early Thanksgiving edition of The TreppWire Podcast, we review concerns from the latest retail earnings and what this means for interest rates and CRE. We dig through new loan maturities data, share stories for office and retail, and examine the news of Signature Bank’s multifamily loan sales. And finally, we close with the reasons we’re than…

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228. Carmen Spinoso Proves There is Still Value in Many US Malls, With Spinoso Real Estate Group 48:54

5M ago48:54

48:54

In this special guest episode of The TreppWire Podcast, the team is joined by Carmen Spinoso, CEO of Spinoso Real Estate Group. With more than three decades of shopping mall experience, Carmen explains the different sides of the mall operating and leasing business, breaks down receivership and saving assets, shares optimism for the mall space, and …

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227. CPI Sends T-Yields Tumbling & REIT Shares Higher, But Retail CEOs Warn of Holiday Season 47:24

5M ago47:24

47:24

This week, a benign CPI reading sent Treasury yields plummeting and REIT shares higher and some big retail CEOs were saying beware of the holiday season. In this episode of The TreppWire Podcast, we make sense of the macro news and also analyze the latest on commercial real estate prices, dig into office and retail data, and examine criticized loan…

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226. Rate Rally Hits Brick Wall; WeBroke; CMBS Deals Show Signs of Office & Hotel Lending Life 45:48

6M ago45:48

45:48

This week, it was all about interest rates... and what the Treasury market gives the Treasury market takes away. In this episode, we explain the rate rally and what it means for the commercial real estate market. We dive into our take on the WeWork bankruptcy, share new deal information that sheds light on hotel and office lending, and of course sh…

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225. Multifamily Market Update, Where are the Opportunities Now? With Matthew Frazier, Jones Street 31:38

6M ago31:38

31:38

In a special guest episode, the team is joined by Matthew Frazier, CEO of Jones Street Investment Partners to discuss all things multifamily. Matt gives us a boots on the ground view of the narrative in the multifamily market, what has changed in the last 18 months, and shares where the opportunities lie. Tune in now.Episode Notes- Background (0:49…

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224. Markets U-Turn as Treasury Yields & Risk Spreads Tumble; Mall Optimism; Bay Area Office Pain 46:43

6M ago46:43

46:43

In this week’s episode of The TreppWire Podcast, we examine the market U-turn that the industry watched as treasury yields and risk spreads tumbled. We dive into new deals, our CMBS delinquency report and a large industrial loan that caused a spike in that rate, REIT earnings and some optimism from mall CEOs, and more pain for the Bay Area office m…

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223. Mixed Economic News Ahead of Fed Decision, Strong GDP, Silver Linings in CRE Issuance 45:20

6M ago45:20

45:20

In this week’s episode, we break down the recent economic news including GDP, budget deficit, and stock moves ahead of the Fed's interest rate decision next week. In CRE, we find some silver linings from mall and hotel loan issuance. Then, we have green shoots and crab grass for office, hotels, and industrial. Tune in now.This episode is sponsored …

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222. Mall Green Shoots Offset by Miserable Office Headlines; New Lending Comps 1:01:02

6M ago1:01:02

1:01:02

In this week’s episode, after analyzing the continued market volatility, we dig into some commercial real estate lending comps and the data behind the loans. We have a lot of news in office and retail – forming a dichotomy, sharing several green shoots for malls and even more crabgrass for the office sector. We break down stories about WeWork, valu…

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221. War in Middle East; Office, Hotel, Multifamily, Industrial Comps for Buyers/Sellers to Process 49:01

6M ago49:01

49:01

There was a lot of economic data this week with CPI, PPI, Fed minutes, and earnings season beginning. But after last weekend’s carnage in Israel, we pause to balance the data and headlines amid the horror. In this week’s episode of The TreppWire Podcast, we also break down comps for office, hotels, multifamily properties, and industrial buildings. …

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220. Rates Up, Risk Premiums Jump, and Lots of Painful CRE Comps 52:58

7M ago52:58

52:58

In this week’s episode, we discuss rising rates, a jump in risk premiums, and several painful comps in the commercial real estate market. The Trepp team searches for silver linings in a tough CRE market, we share positive retail stories, a lot of green shoots and crab grass for office, multifamily comps galore, and an industrial story to note. We a…

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219. Nowhere to Hide: CRE & CMBS Delinquencies, Jingle Mail, Dwindling Consumer Confidence 48:52

7M ago48:52

48:52

This week, rising Treasuries, oil prices, and cooler-than-expected economic data left nowhere for investors to hide. In this week’s episode of The TreppWire Podcast, we discuss the latest economic news, Jamie Dimon’s comments about a 7% Fed Funds rate, and break down the increase in delinquencies in both the CMBS and bank CRE loan markets. We also …

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218. Life, Lending, & Rock 'n' Roll: The Father of CMBS, Ethan Penner, Tells us How it all Started 51:53

7M ago51:53

51:53

In a special guest episode of The TreppWire Podcast, we are joined by the pioneer of commercial real estate finance, Ethan Penner. Mr. Penner, known as the creator and 'father' of CMBS back in the 1990s, breaks down the lessons he learned through his life in CRE. We discuss the S&L crisis, guard rails for new market entrants, the cause of the Great…

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217. Extensions & Modifications, Insurance Rundown, REIT Bankruptcy, & Dot Plot Discussion 48:20

7M ago48:20

48:20

In this week’s episode of The TreppWire Podcast, we break down the post-Fed decision discussion – with the focus on the Dot Plot and the 'higher for longer' narrative. In CRE, we take on the hot (but not hot enough) topic of insurance, discuss a REIT bankruptcy filing, share office crabgrass, and more multifamily comps with interesting cap rates. T…

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216. Behind 280 Characters: StripMallGuy Opens Up on Anonymity, Tenants, & Chick-fil-A with Trepp 46:48

7M ago46:48

46:48

In a special guest episode, we welcome Twitter CRE sensation, StripMallGuy. After a successful career as a value-add retail buyer, StripMallGuy added the title of influencer to the resume. Here, we discuss the ins and outs of strip malls, how to balance social media and the day job, breaking into the industry, and more. Tune in now.The episode is s…

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215. Downsizings Haunt Office CRE: Microsoft, Shell, KPMG Bring Painful Reminders (& Trading Alerts) 48:46

7M ago48:46

48:46

In this week's episode, we break down the latest economic data and share several large commercial real estate stories. Starting with the news of more companies downsizing their office space, and closing with multifamily comps, we'll dive into the stories we've been tracking (some for many years). We also discuss note sales vs. loan extensions. Tune…

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214. September Swoon: Healthy Market Pause or More? FDIC Loan Sale; Pigs Fly: CA Office Green Shoots 50:38

8M ago50:38

50:38

Is there a soft- or crash-landing looming? In this week’s episode of The TreppWire Podcast, we discuss a healthy pause in the markets, and debate whether something darker is lurking. Rising unemployment numbers and depleted household savings don’t deter the commercial real estate green shoots, and we even see positive signs for the California offic…

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213. CRE Rundown: Transactions, Office Value Reductions, Puerto Rican Loan Pay Off, Delinquency Data 47:58

8M ago47:58

47:58

In this week’s episode, we break down signs of positivity and weakness in the economic markets. We cover our latest CMBS delinquency data and examine CRE exposure to a potential Rite Aid bankruptcy. We have news to share for all the major CRE property sectors including an office valuation reduction, a development for a mall in Puerto Rico, industri…

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212. Get the 'Knak' with CRE Legend Bob Knakal: Data-Driven Update, Retail Green Shoots, Policy 55:00

8M ago55:00

55:00

In this special guest episode of The TreppWire Podcast, Bob Knakal, Head of NY Private Capital Group at JLL, and legendary NYC CRE sales broker, joins the team to give a data-driven state of the market. We talk about data that moves the market, liquidity in the current environment, transaction volume stats, retail green shoots, public policy, Seinf…

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211. Multifamily Comps Galore; Retail Earnings Concerns; Interest Rates Level Off Ahead of Fed Talk 49:50

8M ago49:50

49:50

In this week’s episode, we decide if the glass was half-full or half-empty when it came to retail earnings, interest rates, and other macro news. We dig into several large stories for CRE: retail loans resolved with losses, multifamily comps, apartment loans heading to special servicing, and office valuation reductions. Tune in now.Episode Notes:• …

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210. Late Summer Blues: Can Rising Treasury Yields Stall the CRE Markets? 46:55

8M ago46:55

46:55

Retailers and banks were the focus this week as retail sales and earnings dominated the news and talks of higher capital requirements for banks took a bite out of bank shares. In this week’s episode of The TreppWire Podcast, we back the latest macroeconomic news into commercial real estate and discuss if we think CRE is on an island of its own. We …

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209. Soft Landing Doesn’t Mean No Turbulence; WeWork Exposure; Where to Hide in CMBS 55:25

9M ago55:25

55:25

This week, economic data suggested the Fed might actually pull off a soft landing, but that won’t come without some turbulence. In this episode, we talk about the WeWork news and the firm’s CRE exposure, where investors can hide amid growing market distress, and the latest macroeconomic data. We also break down a potpourri of office stories, and so…

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208. Ringing in August with CRE Green Shoots; What Can Go Wrong? 43:10

9M ago43:10

43:10

In this week’s episode, we ‘ring’ in a new month with some green shoots for the commercial real estate market. The team explains why they are either buyers or sellers given the latest data. We run through the latest CMBS delinquency readings, retail news, office headlines, and more on multifamily expense data. Tune in now.Episode Notes:• Positive n…

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207. Frisky Business: Solid Economic Data, Stocks Surging, CRE Sales. Are we Back? 51:31

9M ago51:31

51:31

There was a lot to like about the latest earnings numbers, economic data, and stock movement, but what does it all mean for CRE? In this week’s episode, we break down the ‘friskiness’ in the market following some positive signs. In CRE, we talk about a positive self-storage story, a mix of green shoots and crab grass for office, and retail news to …

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206. Irrational Exuberance in the Markets?; Property Transfers & Deed-in-Lieu; Multifamily Expenses 51:07

9M ago51:07

51:07

The markets seem to have gone from optimistic to exuberant over the last two weeks... In this week’s episode of The TreppWire Podcast, we discuss whether we are seeing 'irrational exuberance' yet, then dive into housing starts, jobless claims, retail sales, and bank earnings. In CRE, we break down several large office and retail stories, discuss mo…

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205. Risk On! Inflection Point or False Flag? Enthusiasm Everywhere, Bearishness in Short Supply 51:13

10M ago51:13

51:13

In this week’s episode of The TreppWire Podcast, after the CPI and PPI readings came in, we question if the rally and equity pile on was the start of something bigger or a sign of participants getting ahead of themselves. We discuss borrowers handing back the keys, multifamily CRE CLO borrowing, bank earnings, and big stories for hotels, office val…

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204. No Holiday Lull for CRE: Comps Galore, Big Office News, H1 CMBS Recap 44:24

10M ago44:24

44:24

Although we expected a lull in market news and data during the holiday week, that was not the case for CRE. In this week’s episode of The TreppWire Podcast, we start with macro news that made headlines: jobs numbers, personal expenditures, and Treasury yields. We have a lot to cover in CRE with some large office stories, more sales comps across pro…

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