The TreppWire Podcast: A Commercial Real Estate Show
Episodes
385. Market Shocks: Oil Prices Reframe the Macro, Six Years Post-COVID, Self-Storage Consolidation, & Office Green Shoots
20 Mar 2026
Contributed by Lukas
In this week’s episode of The TreppWire Podcast, we examine the Fed's decision to hold rates steady against a rapidly escalating geopolitical en...
384. Volatility Returns: Oil Shock, Two Market Risks, Student Housing Exposure, Savills-Eastdil Deal, & More Impactful Headlines
13 Mar 2026
Contributed by Lukas
In this week’s episode of The TreppWire Podcast, we break down how the spike in oil is affecting the broader economy and discuss how the energy shoc...
383. Gulf Shock & Market Resilience: Ides of March Returns, YTD CRE CLO Issuance & SASB AAA Downgrades
06 Mar 2026
Contributed by Lukas
In this week’s episode of The TreppWire Podcast, we examine rising Middle East tensions following US-Israeli strikes on Iran, including Iranian dron...
382. Resilience or Repricing? Private Credit, CMBS Market Sentiment, Office Signals, and Trading Alerts
27 Feb 2026
Contributed by Lukas
In this week’s episode of The TreppWire Podcast, we explore whether current market conditions reflect resilience or the early stages of repricing. W...
381. Quiet Week, Loud Signals: Data Center Hyperdrive, Industrial Rankings, Office & Retail Trading Alerts
20 Feb 2026
Contributed by Lukas
In this week's episode of The TreppWire Podcast, we highlight softer‑than‑expected inflation, market takeaways from the Fed minutes, and key d...
380. How Larry Connor Built a Multi-Billion-Dollar Multifamily Machine
17 Feb 2026
Contributed by Lukas
In this special guest episode of The TreppWire Podcast, we sit down with Larry Connor, Founder and Managing Partner of The Connor Group, one of the la...
379. Squaring the Macro Circle, The Retail Rationalization, Multifamily Recalibration, & Lodging Capital Rotation
13 Feb 2026
Contributed by Lukas
In this week’s episode of The TreppWire Podcast, we break down the growing disconnect between headline strength and underlying softness in the econo...
378. Banking Back in Focus: Santander-Webster Deal, SLOOS Signals, Office CRE Delinquency Jump, Industrial & Data Center Deal Desk
06 Feb 2026
Contributed by Lukas
Right after we recorded last week, President Trump nominated Kevin Warsh to succeed Jerome Powell. In this week’s episode of The TreppWire Podcast, ...
377. Rates Steady, CRE in Motion: Multifamily Underwriting Pivot, Apartment Cash Flow Analysis, & Co‑Working Comeback
30 Jan 2026
Contributed by Lukas
As much of the U.S. stays frozen, the Fed also kept rates on ice this week. In this week’s episode of The TreppWire Podcast, we break down the decis...
376. Inside Industrial Strategy, Alternative Assets & Private Credit with Clarion Partners’ Rick Schaupp
27 Jan 2026
Contributed by Lukas
In this special guest episode of The TreppWire Podcast, we are joined by Richard (Rick) Schaupp, equity owner, Managing Director, and Head of Private ...
375. Fed Signals & CRE Shifts: Data Centers, Multifamily Supply Wave, & Amazon’s Big Box Move
23 Jan 2026
Contributed by Lukas
In this week's episode of The TreppWire Podcast, we break down a busy week of economic data as markets look ahead to the Fed’s next meeting and ...
374. Back from CREFC Miami: Commercial Real Estate Market Sentiment, Macro Headlines, & Special Servicing Trading Alerts
16 Jan 2026
Contributed by Lukas
In this week’s episode of The TreppWire Podcast, markets are digesting a mix of macro headlines and early signals from commercial real estate (CRE) ...
373. Separating Risk From Noise in 2026: Digesting Major Policy Shifts, Distress Early Indicators, Major Office Transactions & Moves
09 Jan 2026
Contributed by Lukas
In this week’s episode of The TreppWire Podcast, we kick off 2026’s first full trading week with a look at the headlines shaping CRE, housing, and...
372. Carmen Spinoso on Leasing, Experiential Retail, & Why Enclosed Malls Still Matter | Spinoso Real Estate Group
06 Jan 2026
Contributed by Lukas
In this special guest episode of The TreppWire Podcast, we’re joined by Carmen Spinoso, Chairman and CEO of Spinoso Real Estate Group, one of the co...
371. Setting the Stage for 2026: Commercial Real Estate Outlook, Key Predictions & Market Resolutions
30 Dec 2025
Contributed by Lukas
In our final 2025 episode of The TreppWire Podcast, we look ahead to what 2026 may bring for commercial real estate (CRE), sharing initial calls for t...
370. Unwrapping Commercial Real Estate Property Types in 2025: Market Surprises, Year-End Takeaways & More
24 Dec 2025
Contributed by Lukas
In this special holiday episode of The TreppWire Podcast, we take a step back to “unwrap” the biggest property-sector themes as the year winds dow...
369. Before Circling Back: Jobs Data, Fed Policy, CRE Strategy Featuring Ground Leases, Data Centers, Investor Trends & More
19 Dec 2025
Contributed by Lukas
In this week’s episode of The TreppWire Podcast, we talk about the market’s response to the Fed’s third straight 25-basis-point rate cut and wha...
368. In the Eye of the Commercial Real Estate Storm with Michael Comparato, Benefit Street Partners
16 Dec 2025
Contributed by Lukas
In this special episode of The TreppWire Podcast, we are joined by Michael Comparato, President of FBRT and Senior Managing Director and Head of Comme...
367. Year-End CRE Plot Twists: Fed Dots and Drama, Warner Bros. Sale & Their CRE Footprint, and Office & Multifamily Transactions
12 Dec 2025
Contributed by Lukas
This week, we recorded right after the Fed’s December decision to cut interest rates by 25 basis points. In this week’s episode of The TreppWire P...
366. 2025 Issuance Tops $120B, Fannie/Freddie Lending Caps, NYC–Cincinnati Office Pricing Gaps, Market Trends & More
05 Dec 2025
Contributed by Lukas
In this week’s episode of The TreppWire Podcast, we examine the state of the commercial real estate (CRE) market and how macroeconomic factors are s...
365. Cooling, Not Crashing: Thankful for CRE Bright Spots & A Ground Lease 101
26 Nov 2025
Contributed by Lukas
We recorded early this week ahead of the Thanksgiving holiday, but even in a short week, the big picture is clear: the economy is cooling, not crashin...
364. Reading the Commercial Real Estate Room: Office Bifurcation, Retail Divergence, & SASB Reality Checks
21 Nov 2025
Contributed by Lukas
In this week’s episode of The TreppWire Podcast, we examine the latest Fed signals as the October FOMC minutes highlight a growing split inside the ...
363. WeWork CEO John Santora on the Power of Flexibility & Real Estate Cycles
18 Nov 2025
Contributed by Lukas
In this special guest episode of The TreppWire Podcast, we welcome John Santora, CEO of WeWork and a seasoned leader in global commercial real estate ...
362. CRE Earnings Show Market Resilience, CMBS Issuance Nears $120B, 50-Year Mortgage Debate, & More
14 Nov 2025
Contributed by Lukas
At the time of our recording, lawmakers were racing to avert the government shutdown. In this week’s episode of The TreppWire Podcast, we break down...
361. NYC's Rent Regulation Debate, AI Innovation for CRE, Inside the Loans Driving Distress & Notable Transactions
07 Nov 2025
Contributed by Lukas
In this week’s episode of The TreppWire Podcast, we discuss the ongoing government shutdown and its implications, along with the Federal Reserve’s...
360. Fed Easing into the Unknown, Bank Mergers, $4.8T CRE Debt Universe, and Headline Highlights in Multifamily and Office
31 Oct 2025
Contributed by Lukas
In this week’s episode of The TreppWire Podcast, we break down the Fed’s 25-basis-point rate cut and the continued banking consolidation trend, in...
359. CRE Playbook: Navigating the Shutdown, AWS Outage & AI Shifts, and Bad Bank Loans?
24 Oct 2025
Contributed by Lukas
The government is still shut down and the markets are awaiting a delayed inflation report. While this doesn’t sound like new news, in this week’s ...
358. Beige Book Insights, CMBS Lending Leaders, Data Center Risks, Walmart’s AI Move & NYC’s Office Comeback
17 Oct 2025
Contributed by Lukas
In this week’s episode of The TreppWire Podcast, we unpack the ripple effects of the government shutdown and discuss how the Beige Book has gained i...
357. Shutdown? Maybe in DC… CMBS Issuance Surges, Bank Consolidation, Office Recapitalization
10 Oct 2025
Contributed by Lukas
In this week’s episode of The TreppWire Podcast, we break down the U.S. government still being shut down and what it means for economic data release...
356. What This Week Means for CRE: Government Shutdown, AI’s Impact on Employees, CMBS Delinquency Rate Pulls Back, Bank Data Insights & More
03 Oct 2025
Contributed by Lukas
In this week’s episode of The TreppWire Podcast, we analyze what recent developments mean for commercial real estate (CRE), starting with the U.S. g...
355. The Markets Keep Moving: Office Bright Spots, Compass’ $1.6B Merger Reshapes Resi, Recapture Explained, & Trepp Trading Alerts
26 Sep 2025
Contributed by Lukas
Is office a good investment alternative? In this week’s episode of The TreppWire Podcast, we break it down, spotlighting growing demand for high-end...
354. Behind the Debt Yield Metric in Commercial Real Estate with John Barkidjija of Byline Bank
23 Sep 2025
Contributed by Lukas
In this special episode of The TreppWire Podcast, we’re joined by John Barkidjija, Executive Vice President and Head of Commercial Real Estate (CRE)...
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
19 Sep 2025
Contributed by Lukas
In this week’s episode of The TreppWire Podcast, we analyze the Federal Reserve's recent rate cut and the impact on the commercial real estate (...
352. Nearly 1M Jobs Vanish, Industrial Demand Cools, Return-to-Office Mandates, D.C.'s Office-to-Resi Tax Incentives, & More
12 Sep 2025
Contributed by Lukas
In this week’s episode of The TreppWire Podcast, we unpack major labor market revisions, revealing that job growth was overstated by 911,000 jobs ov...
351. CMBS Loan Workouts Unfiltered with Shlomo Chopp
09 Sep 2025
Contributed by Lukas
In this special episode of The TreppWire Podcast, we’re joined again by Shlomo Chopp, Managing Partner of Case Equity Partners, to discuss commercia...
350. CRE's Yield Curve Conundrum, Residential Reality Check, Bank Transparency on Trial & Office Bright Spots
05 Sep 2025
Contributed by Lukas
In this week’s episode of The TreppWire Podcast, we assess the current state of the market, explore the commercial real estate (CRE) yield curve, an...
349. Economic Resilience vs. Headlines: Tale of Two Consumers, Record Office CMBS Delinquency, & Multifamily & Office Inflection Point?
29 Aug 2025
Contributed by Lukas
In this week's episode of The TreppWire Podcast, we discuss retail earnings revealing a bifurcated consumer with value players like Five Below and...
348. Office Origination, Stagflation, Job Data Misinformation & Retail Earnings Fluctuation
22 Aug 2025
Contributed by Lukas
In this week's episode of The TreppWire Podcast, we dive into growing economic concerns, from stagflation risks and the ongoing market uncertainty...
347. When Tides Pull Back: Finding CRE Opportunities in Supply-Demand Imbalances with Samir Tejpaul, Madison Realty Capital
19 Aug 2025
Contributed by Lukas
In this special guest episode of The TreppWire Podcast, we are joined by Samir Tejpaul, Managing Director and Head of Capital Markets at Madison Realt...
346. Back to School, Back to the Office, & Back to the (Quantum) Future of CRE
15 Aug 2025
Contributed by Lukas
In this week’s episode of The TreppWire Podcast, we examine the Fed's challenging position amid mounting political pressure and July's noisy...
345. Appraisal Sector Shakeup, Lodging Capex Crunch, Multifamily Planned Liquidation & Expansion to Industrial
08 Aug 2025
Contributed by Lukas
In this week’s episode of The TreppWire Podcast, we examine weak labor data and mixed economic signals that are fueling Fed rate cut expectations wh...
344. CRE Maturity Drag, Fed Holds Rates, Tariff Deadlines, Bank Earnings & Executive Commentary
01 Aug 2025
Contributed by Lukas
In this week’s episode of The TreppWire Podcast, we break down the Fed’s decision to keep rates steady and provide our thoughts on whether there w...
343. Commercial vs. Residential Real Estate Value Drivers, Hottest Markets Leading the Way, & Transactions from the Week
25 Jul 2025
Contributed by Lukas
In this week’s episode of The TreppWire Podcast, we spotlight the top-performing U.S. cities driving the commercial real estate (CRE) market and bre...
342. Powell's Balancing Act, Private Credit... Hidden Risk?, Office Special Servicing Hits All-Time High, & Mixed Office Signals
18 Jul 2025
Contributed by Lukas
In this week's episode of The TreppWire Podcast, we discuss escalating political tensions surrounding Federal Reserve independence and examine Jun...
341. The CRE CLO Comeback Story: Market Trends & Execution Strategies with Steve Chow, Prime Finance
15 Jul 2025
Contributed by Lukas
In this special guest episode of The TreppWire Podcast, we are joined by Steve Chow, Principal and Head of Capital Markets, Analytics and Trading at P...
340. Housing Market Pressures, Credit Card Borrowing Plunged, BlackRock’s Buy, Texas Floods, NYC & Multifamily Transactions
11 Jul 2025
Contributed by Lukas
In this week's episode of The TreppWire Podcast, we discuss the resilience in the market despite ongoing concerns about inflation and job layoffs,...
339. From Data Centers to Derivatives: The 4 Ds of 2025 with Jeffrey Berenbaum of Citi Research
08 Jul 2025
Contributed by Lukas
This episode was recorded on April 28, 2025. We are releasing it on July 8, 2025.In this special guest episode of The TreppWire Podcast, we’re joine...
338. Timeless CRE Lessons: Market Cycles, Interest Rate Timing, Iconic Deal Failures, & Office Distress
02 Jul 2025
Contributed by Lukas
In this week's episode of The TreppWire Podcast, we pull back the curtain for a special episode examining the timeless lessons that hold true acro...
337. Wait-and-See or Cut-and-Run? The Fed's Dilemma, Political Impacts on CRE, Office Distress Opportunities & More
27 Jun 2025
Contributed by Lukas
In this week's episode of The TreppWire Podcast, we explore economic trends, the Fed’s policy dilemma, and government impacts on real estate, includ...
336. What Recession? Making Sense of (Constantly) Revised Macro Data & What it Means for CRE with Danielle DiMartino Booth & Dan McNamara
24 Jun 2025
Contributed by Lukas
With headlines shifting by the hour, we brought in two experts for a timely update on the macro landscape and its impact on commercial real estate (CR...
335. Geopolitical Turbulence, AI Gold Rush, Distressed Office Opportunities, & Trading Alerts
20 Jun 2025
Contributed by Lukas
In this week's episode of The TreppWire Podcast, we examine how escalating geopolitical tensions may have overshadowed the Fed meeting, despite so...
334. CREFC Optimism, Market Uncertainty, Special Servicing Uptick & Notable Transactions
13 Jun 2025
Contributed by Lukas
In this week's episode of The TreppWire Podcast, we recap CREFC’s June Conference, where optimism stood out amid market uncertainty. We analyze ...
333. Trading Through Cycles: Whole Loan Market Insights with John Toohig, Raymond James
10 Jun 2025
Contributed by Lukas
In this special guest episode of The TreppWire Podcast, we are joined by John Toohig, Managing Director and Head of the Whole Loan Trading Group at Ra...
332. Jobs Jitters, Jamie Dimon's Warning, Wells Fargo Unleashed, NYC Office Market Revival, & Green Shoots Across Sectors
06 Jun 2025
Contributed by Lukas
In this week's episode of The TreppWire Podcast, we discuss the weak ADP jobs report and Jamie Dimon's stark warning about potential bond mark...
331. Economic Exhaustion, Office-to-Resi Momentum, CRE CLO Comeback, & Multifamily Green Shoots
30 May 2025
Contributed by Lukas
In this week's episode of The TreppWire Podcast, we discuss markets swinging on tariff threats and temporary delays. We examine the trade-offs bet...
330. Go Where the Herd Isn’t: CRE Multifamily Insights & Realities with Sam Tenenbaum, Cushman & Wakefield
28 May 2025
Contributed by Lukas
In this special guest episode of The TreppWire Podcast, we are joined by Sam Tenenbaum, Head of Multifamily Research at Cushman & Wakefield to di...
329. America Downgraded: What Does it Mean? Appraisal Reductions and Trading Alerts Served with a Side of Optimism
23 May 2025
Contributed by Lukas
In this week's episode of The TreppWire Podcast, we examine Moody's downgrade of the US credit rating alongside mixed economic signals including hotte...
328. Commercial Lending & Investing Through Market Changes with Red Oak CEO Gary Bechtel
20 May 2025
Contributed by Lukas
In this special guest episode of The TreppWire Podcast we are joined by Gary Bechtel, CEO of Red Oak Capital Holdings LLC. Gary shares his journey int...
327. Property Type Perspectives, Executive CRE Sentiment & Some Greenshoots: Trepp Connect (in NYC)
16 May 2025
Contributed by Lukas
In this week's episode of The TreppWire Podcast, we unpack key insights from the recent Trepp Connect (in NYC) commercial real estate (CRE) event,...
326. Does Slow & Steady Win the Race? Fed Holds Rates, Updated Office Stats, & A Unique Multifamily Case Study
09 May 2025
Contributed by Lukas
In this week's episode of The TreppWire Podcast, we navigate mixed economic signals with strong April jobsdata alongside ongoing trade tensions. W...
325. The Macro Seesaw: Mixed Economic Signals, CMBS Issuance History, Rising Delinquencies & Industrial Sales
02 May 2025
Contributed by Lukas
In this week's episode of The TreppWire Podcast, we discuss the markets that are still on edge as investors weighed fresh inflation data, a mixed ...
324. Unpacking Uncertainty: Economic Outlook, CMBS Origination Uptick, NYC Office Leases
25 Apr 2025
Contributed by Lukas
In this week's episode of The TreppWire Podcast, weunpack the mixed economic data and evolving policy rhetoric keeping markets on edge. We analyze th...
323. Commercially Speaking: How Bo & Timmy Barron Make CRE Accessible
22 Apr 2025
Contributed by Lukas
In this special guest episode of The TreppWire Podcast, we are joined by Bo and Timmy Barron, cohosts of the Commercially Speaking Podcast, a show tha...
322. Data Tells All: Powell’s Play, Market Uncertainty, Loan Spreads, & CRE Transactions
18 Apr 2025
Contributed by Lukas
In this week's episode of The TreppWire Podcast, we break down the latest inflation data, analyze Federal Reserve Chair Jerome Powell’s message,...
321. Be Cool: Talking Tariff Reversals & CRE Implications, Special Servicing, Industrial Transactions, & More
11 Apr 2025
Contributed by Lukas
In this week's episode of The TreppWire Podcast, we dive into this week's financial market volatility, exploring the impact of tariff policy changes a...
320. From Skyscrapers to Sublets: NYC Leasing Market with Ruth Colp-Haber
08 Apr 2025
Contributed by Lukas
In this special guest episode of The TreppWire Podcastwe're joined by Ruth Colp-Haber, President of Wharton Property Advisors and a leading tenant rep...
319. Liberation or Uncertainty? Tariff News, CMBS Delinquencies Back Up, & CRE CLO Issuance
04 Apr 2025
Contributed by Lukas
In this week's episode of The TreppWire Podcast, we cover Liberation Day's tariff announcements, the impact of DOGE on unemployment from the J...
318. Perturbative Data: Consumer Confidence Slides, More Government Cuts, Park Ave's Persistent Premium, & Multifamily Price Points
28 Mar 2025
Contributed by Lukas
In this week's episode of The TreppWire Podcast, we analyze March's economic indicators showing a clear split between services and manufacturi...
317. From the Top: CEO Annemarie DiCola on Trepp's Evolution from CMBS Pioneer to CRE Data Leader
25 Mar 2025
Contributed by Lukas
In this special guest episode of The TreppWire Podcast, we celebrate our five-year podcast anniversary and Women's History Month by welcoming Anne...
316. March CRE Madness: Transitory Bounce, Retail Rebound, FOMC Meeting & Trading Alerts
21 Mar 2025
Contributed by Lukas
In this week's episode of The TreppWire Podcast, we dive into the key takeaways from the recent FOMC meeting, discussing the Fed's decision to...
315. The Business of Talent & Leadership in CRE: A Conversation with Bill Ferguson
18 Mar 2025
Contributed by Lukas
In this special guest episode of The TreppWire Podcast, we are joined by Bill Ferguson, Co-Chairman and CEO of Ferguson Partners, a global talent mana...
314. The Ides of March: Retail Concerns, CMBS Issuance Update, Housing Trends & Special Servicing Moves
14 Mar 2025
Contributed by Lukas
In this week's episode of The TreppWire Podcast, we analyze the economic data from the week, new CMBS issuance numbers, and housing trends to see ...
313. Tariffs, Terminations, and...Trepidation? DOGE Plays Hide & Seek, Monthly Delinquency, & Anticipatory Value Deep Dive
07 Mar 2025
Contributed by Lukas
In this week's episode of The TreppWire Podcast, we discussthe recent economic headlines we’ve seen week after week – including inflation, tariffs...
312. Behind the Acquisition: Trimont’s Big Move in Commercial Mortgage Servicing with Bill Sexton, CEO
04 Mar 2025
Contributed by Lukas
In a special guest episode of The TreppWire Podcast, we welcome Bill Sexton, CEO of Trimont, to discuss Trimont's landmark acquisition of Wells Fargo’...
311. Mixed Signals & More Turbulence: Consumer Confidence Drops, Opportunistic CRE Deals, Data Center Signs, Valuation Trading Alerts
28 Feb 2025
Contributed by Lukas
In this week's episode of The TreppWire Podcast, we analyze recent economic indicators showing mixed signals, including declining consumer confide...
310. Bullish on CRE? "America's Commercial Real Estate Show" Host Michael Bull Tells All
25 Feb 2025
Contributed by Lukas
In this special guest episode of The TreppWire Podcast, we are joined by Michael Bull, founder and CEO of Bull Realty, and host of America’s Commerc...
309. The CRE Check-Up: Fed's Vital Signs, CMBS Issuance Pulse, Walmart's Flu Warning, & DOGE's Office Surgery
21 Feb 2025
Contributed by Lukas
In this week’s episode of The TreppWire Podcast, we examine the Fed's latest signals on interest rates, covering the evolving inflation landscap...
308. CPI Heartache: No Love for Rate Cuts, Loan Recourse 101, NYC Office Revival, & GSA Office Downsizing
14 Feb 2025
Contributed by Lukas
In this week's episode of The TreppWire Podcast, we analyze January's hotter-than-expected CPI print and Fed Chair Powell's Congressional ...
307. Evolution of the B-Piece Buyer from the 90s to Today: Scott Douglass of Prime Finance
11 Feb 2025
Contributed by Lukas
In this special guest episode of The TreppWire Podcast, we are joined by Scott Douglass, Co-Founder and Co-Chief Investment Officer at Prime Finance. ...
306. Tackling the Headlines: Trade, Tariffs, Office Narrative Turnaround
07 Feb 2025
Contributed by Lukas
In this episode of The TreppWire Podcast, we dive into economic data and headlines of the week, including manufacturing and job openings figures, the ...
305. Deep-Sixed by DeepSeek? AI Disruption & Data Centers, Fed’s Patience, Trump’s Buyout Offer, & Property Stories
31 Jan 2025
Contributed by Lukas
In this episode of The TreppWire Podcast, we examine how Chinese AI startup DeepSeek's sent shockwaves through tech markets, raising questions ab...
304. Housing Market Reality Check with MacroEdge: Inventory, Affordability & Demographics
28 Jan 2025
Contributed by Lukas
In this special guest episode of The TreppWire Podcast, we are joined by Ulysses Awsumb, Head of Research, and Melody Wright, Contributing Writer at M...
303. Ink Meets Impact: Executive Orders, Fannie Freddie Privatization, Multifamily Data & Major Transactions
24 Jan 2025
Contributed by Lukas
In this episode of The TreppWire Podcast, we discuss recent economic headlines, including AI spending, optimism in commercial real estate (CRE), and T...
302. Taxes, Transactions, 2025 Themes: Wildfire Tax Relief, Sales Transactions, & CREFC Takeaways
17 Jan 2025
Contributed by Lukas
In this episode of The TreppWire Podcast, we review the themes, discussions and key takeaways from CRE Finance Council (CREFC)’s January 2025 confer...
301. Your 2025 REIT Playbook with David Auerbach, Hoya Capital
14 Jan 2025
Contributed by Lukas
In this special guest episode of The TreppWire Podcast, we are joined by David Auerbach, Chief Investment Officer at Hoya Capital to discuss the curre...
300. Celebrating A Milestone: Office Origination Deep Dive, Potential Fallout of CA Wildfires, and Mega Dollar Deals
10 Jan 2025
Contributed by Lukas
Happy 300th episode of The TreppWire Podcast! In this week’s milestone episode, we are here to share the data behind the headlines. We first reflect...
299. CRE Market Context: 2025 Predictions, Delinquency Perspectives, Credit Events, & Opportunities Ahead
03 Jan 2025
Contributed by Lukas
In this week's episode of The TreppWire Podcast, we delve into the current landscape of the commercial real estate (CRE) market, providing some much...
298. Putting a Bow on 2024: CRE Headlines & Data Behind the Narratives
27 Dec 2024
Contributed by Lukas
We hope all our listeners are having a joyous holiday season and thank you all for tuning in each week. In this week's episode of The TreppWire Podcas...
297. Resiliency in 2024, Fed's Holiday Surprise, Portfolio Loans in the Special Servicing Stocking, & 2024 Wrap Up
20 Dec 2024
Contributed by Lukas
This episode is sponsored by EisnerAmper. Resiliency is the word of 2024, but uncertainty might be the word of the day. In this week’s episode of T...
296. Getting Eyeballs & Closing Deals: SERHANT Commercial Gives Their Perspective
17 Dec 2024
Contributed by Lukas
In this special guest episode of The TreppWire Podcast, we are joined by Bernadette Brennan, Managing Director, and Owen Toland, Real Estate Salespers...
295. City of Yes, Merger of Kroger & Albertsons No, Macy's Real Estate Portfolio, & Notable Property Stories
13 Dec 2024
Contributed by Lukas
In this week's episode of The TreppWire Podcast, we discuss the latest CPI reading, expected Fed interest rate cut, nonfarm payrolls, and the City of ...
294. Opportunities Outweigh Obstacles? Look to NYC Multifamily: Behind the Scenes with Seth Glasser | Marcus & Millichap
09 Dec 2024
Contributed by Lukas
In this special guest episode of The TreppWire Podcast, we are joined by Seth Glasser, Senior Managing Director at New York Multifamily at Marcus &...
293. Soft Landing or Hard Truth? Billion-Dollar Deals, Double-Digit Office Delinquencies & More
06 Dec 2024
Contributed by Lukas
This episode is sponsored by EisnerAmper. In this week's episode of The TreppWire Podcast, we unpack recent economic, manufacturing PMI, and job data...
292. Carving up the Market: Consumer Confidence, Retail Performance Rundown, Bifurcated Office Stories, & Industrial Sales
27 Nov 2024
Contributed by Lukas
In this week's episode of The TreppWire Podcast, we break down the latest consumer confidence and retail earnings data to understand “the tale of tw...
291. Bobbing & Weaving: Blackstone Bets, Broker Fees Banned, Mayweather's Office Play, SASB Credit Stories
22 Nov 2024
Contributed by Lukas
In this week's episode of The TreppWire Podcast, we discuss whether the Fed is going to cut rates in December, the potential implications of Trump tar...
290. Rates are up, but so is Optimism? What the Numbers are Saying: Special Servicing Rates, Treasury Yields, CPI & Credit Stories
15 Nov 2024
Contributed by Lukas
This episode is sponsored by The Henley Group. In this week's episode of The TreppWire Podcast, we breakdown more macroeconomic news following the ...
289. The (Swing) State of Real Estate: Election Results & CRE Impact, Fed Conundrum, Treasuries, & $100B in Issuance
08 Nov 2024
Contributed by Lukas
This week was a big one. In this week's episode of The TreppWire Podcast, we unpack it all - from how the incoming Trump Administration could impact c...
288. Demystifying NY Multifamily Rent Control & Rent Stabilization with Avi Schron, Cammeby's International
04 Nov 2024
Contributed by Lukas
In this timely and special guest episode of The TreppWire Podcast, we are joined by Avi Schron of Cammeby's International. Avi breaks down the differe...
287. Hope is Not a Strategy: CRE Extend & Pretend, Home Mortgage Rates, & Hot Hitting Stories
01 Nov 2024
Contributed by Lukas
In this week's episode of The TreppWire Podcast, we cover the recent mixed bag of GDP, consumer spending, and homes sales data. We also discuss the ho...
286. Bond Market Blues & CRE News: Special Servicing Transfers, Office Struggles, & Industrial Sales Transactions
25 Oct 2024
Contributed by Lukas
In this week's episode of The TreppWire Podcast, we examine the bond market selloff and rising yields impacting CRE ahead of a data-heavy economic cal...