The TreppWire Podcast: A Commercial Real Estate Show
Episodes
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...
285. CRE Pulse Check with Tri-State Insider James Nelson of Avison Young
23 Oct 2024
Contributed by Lukas
In this special guest episode of The TreppWire Podcast, we are joined by James Nelson, Principal and Head of Tri-State Investment Sales at Avison Youn...
284. Turbulence Before Touchdown, Bank Earnings, Retail Store Closures & Knockout Acquisition Deals
18 Oct 2024
Contributed by Lukas
In this week's episode of The TreppWire Podcast, we discuss the anticipated bond market volatility surrounding the upcoming U.S. presidential election...
283. Storms & Stats: Hurricane Milton, Inflation, Jobs, Special Servicing Spike, & CRE Sector Stories
11 Oct 2024
Contributed by Lukas
In this week's episode of The TreppWire Podcast, we analyze Hurricane Milton's impact on CRE, the latest CPI reading (and drop-off in attention it i...
283. Storms & Stats: Hurricane Milton, Inflation, Jobs, Special Servicing Spike, CRE Sector Stories
11 Oct 2024
Contributed by Lukas
In this week's episode of The TreppWire Podcast, we analyze Hurricane Milton's impact on CRE, the latest CPI reading (and drop-off in attention it is ...
282. Commodity vs. Authority in CRE Brokerage: Motivation & Insights with The Massimo Group
08 Oct 2024
Contributed by Lukas
In a special episode of The TreppWire Podcast, we partnered with The Massimo Group to step away from the data and break down the practice of exception...
281. Resiliency or is CRE Comfortable with the Uncomfortable? Strikes, Storms, & Delinquencies
04 Oct 2024
Contributed by Lukas
This week, before 45,000 dockworkers at 36 American ports went on strike, Fed Chair Powell stated that the U.S. economy is in solid shape and the Fed ...
280. CRE Industry Reacts to Rate Cut, Bullish Las Vegas Hotel Sector, & More Office Stories
27 Sep 2024
Contributed by Lukas
In this week’s episode of The TreppWire Podcast, we navigate commercial real estate experts’ takes on the Fed’s decision to cut rates by 50 basi...
279. Want Perspective? Market Deep Dive with a Firm that Sees it All – Starwood Property Trust
24 Sep 2024
Contributed by Lukas
In this special guest episode of The TreppWire Podcast, we are joined by Adam Behlman, Adrienne Coyle, and Natan Bresler of Starwood Property Trust (S...
278. Where Were You When the Fed Cut Interest Rates?, CMBS Trading Alerts, & More
19 Sep 2024
Contributed by Lukas
In this week's episode of The TreppWire Podcast, we discuss the Fed’s announcement to cut interest rates by 50 basis points, our initial reactions, ...
277. Beyond the Cubicle: What Does the Office Data Really Show? LIVE at California MBA WSCREF
17 Sep 2024
Contributed by Lukas
In a special live edition of The TreppWire Podcast recorded at the California MBA Western States CREF conference, the team is joined by Chad Carpenter...
276. Commercial Property Insurance Insights with Skylar Romines
12 Sep 2024
Contributed by Lukas
In this special guest episode of The TreppWire Podcast, we are joined by Skylar Romines, Founder and Owner of ATW Advisors, and self-proclaimed in...
275. Weak JOLTS Report, Marginal Rent Growth, & More Loans Transferred to Special Servicing
05 Sep 2024
Contributed by Lukas
In this week's episode of The TreppWire Podcast, we cover a weaker than expected JOLTS report, how major apartment-owning REITs saw marginal rent grow...
274. Is the Rent too Damn High?, Multifamily Deep Dive, Data Center Data, & Delinquency Sneak Peek
29 Aug 2024
Contributed by Lukas
In this week's episode of The TreppWire Podcast, we cover the recent focus on the cost of housing (is the rent too damn high?), providing a deep dive ...
273. Summer of Special Servicing, Trimont's Ascension, August Property Transfers, MSA Bulls & Bears
23 Aug 2024
Contributed by Lukas
As we enter the sleepy dog days of summer, we have a lot to breakdown. In this week's episode of The TreppWire Podcast, we cover a streak of positive ...
272. From Wall Street to Y'all Street: Economic Shifts, Hotel Woes, & Office Loan Challenges
16 Aug 2024
Contributed by Lukas
After a volatile week, we're settling back into a more typical cycle. In this week's episode of The TreppWire Podcast, we cover the recent domestic in...
271. Building Real Estate & Community with Sean Sweeney; Development, Design, and Education
12 Aug 2024
Contributed by Lukas
In this special guest episode of The TreppWire Podcast, we are joined by Sean Sweeney, co-founder of Hall Sweeney Properties and The Bright Build. Sea...
270. The Carry Trade Selloff, Regional vs. Superregional Mall Distress, & Appraisal Reduction Trends
09 Aug 2024
Contributed by Lukas
After U.S. stocks had their biggest drop since 2022 and the Treasury Yield Curve un-inverted, there is a lot to digest in economic data. In this week'...
269. Fed Holds Steady, Indices Predict Pricing Bottom, Insurance Costs, & Office Delinquencies Rise
01 Aug 2024
Contributed by Lukas
In this week's episode of The TreppWire Podcast, we discuss the Fed's decision to hold rates steady and what the future of interest rate decisions wil...
268. Bank CRE Portfolio Deep Dive, SASB Analysis, Special Servicer Transfers & Appraisal Reductions
25 Jul 2024
Contributed by Lukas
In this week's episode of The TreppWire Podcast, we break down the news of Blackstone's dividend cut and discuss stronger-than-expected GDP. In a few ...
267. Regional Fed Beige Book Update, CMBS Trading Alerts, Rent Control Rundown
19 Jul 2024
Contributed by Lukas
Amid national political turbulence and big proposals for commercial real estate regulation, we wanted to dig into the implications of the latest data ...
266. Temperature Check: Stress Tests, CPI, New Originations, & Dry Powder Update
12 Jul 2024
Contributed by Lukas
In this week's episode, we give a temperature check on the CRE market, as we cover bank stress testing, buying opportunities from dry powder, the late...
265. Will July Bring Fireworks to CRE? Building Permits, Fund Redemptions, Regional Bank Fundraise
04 Jul 2024
Contributed by Lukas
In this episode, we break down recent data and debate what the economic trends will do to commercial real estate... will it bring fireworks? We walk t...
264. Firms Commit to Deploy Dry Powder, Banks Begin to Sell NPLs, Delinquency & SASB Update
28 Jun 2024
Contributed by Lukas
In this week's episode of The TreppWire Podcast, we break down the resurgence of major commercial real estate players and their capital allocation str...
263. Consumer Spending Dip, Sunbelt Multifamily, Ground Lease Valuation, & Industrial Sales
20 Jun 2024
Contributed by Lukas
In this week's episode, we check in on consumer spending trends, share a deep dive into Sunbelt multifamily data, and update our listeners on life ins...
262. Gritty Optimism in CRE, Need for Price Discovery, & Mixed Multifamily Narratives
15 Jun 2024
Contributed by Lukas
In this week's episode of The TreppWire Podcast, the team unpacks the gritty optimism surrounding CRE that dominated discussions at CREFC. We also dis...
261. Will Fed Follow Canadian & European Rate Cuts? Foreclosures 101, Modification Insights
08 Jun 2024
Contributed by Lukas
This week, some of the biggest headlines came from overseas. In this episode of The TreppWire Podcast, we discuss if any moves by Canada and Europe wi...
260. Stick to the Economic Data or Trust Your Gut?; Analyzing Loan Modification Trends
31 May 2024
Contributed by Lukas
In this week's episode of The TreppWire Podcast, we tackle a mixed bag of data as Treasury Yields rise. As we approach new theses week over week, do y...
259. Surveys, Sales, Sublease, & Data Center Digest
25 May 2024
Contributed by Lukas
In this week's episode, we break down surveys (a recent poll that revealed 55% of respondents believe the US economy is shrinking), sales transactions...
258. Unpacking the Data – Hot PPI, Cool CPI; NYC Rent Stabilization; Office Special Servicing
17 May 2024
Contributed by Lukas
In this week's episode, we unpack the market movers: a hot Producer Price Index (PPI) and a Consumer Price Index (CPI) that came in cooler than expect...
257. Unemployment Uptick, SLOOS Commentary, Met Gala Grumblings
09 May 2024
Contributed by Lukas
In this week's episode of The TreppWire Podcast, we analyze the latest Senior Loan Officer Opinion Survey (SLOOS) as banks clamp down on CRE lending a...
255. Fed Holds Rate, Fast Food Earnings, Mixed-Use Overview, Delinquency Rundown
04 May 2024
Contributed by Lukas
In this week's episode, we break down if anything will really change for the commercial real estate markets following the Fed’s rate decision. We al...
256. Justin Pugh's Playbook: From the NFL to CRE Success & Mentorship
02 May 2024
Contributed by Lukas
In this special guest episode of The TreppWire Podcast, we are joined by NFL offensive lineman for the New York Giants and savvy real estate investor,...
254. Data Vault Unlocked: Modifications, Maturities, Mortgages; Property Types by the Numbers
26 Apr 2024
Contributed by Lukas
This week's episode of The TreppWire Podcast was recorded early, so the team used this time to provide our listeners with a breakdown of the topics th...
253. Powell's Reverse Pivot, Strong Mall Issuance, Property Transactions, & Appraisal Reductions
19 Apr 2024
Contributed by Lukas
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 wee...
252. From 6 to 3, to Higher for Longer, to Later & Less; $2.00/sf Office Sale?; CRE Market Review
12 Apr 2024
Contributed by Lukas
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 ...
251. Navigating the Evolving Mall Space with Oscar Parra of Pacific Retail Capital Partners
08 Apr 2024
Contributed by Lukas
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 ...
250. Stocks Slide, Distressed Chicago Multifamily Comps, Strong Industrial Transactions
05 Apr 2024
Contributed by Lukas
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 ...
249. Are CRE Distress & Optimism Mutually Exclusive? Green Shoots, Crabgrass, & Bank Loan Data
29 Mar 2024
Contributed by Lukas
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 mark...
248. 2024 Rate Cuts? Details in the Dot Plot; Joann Bankruptcy; CRE Appraisal Reductions
23 Mar 2024
Contributed by Lukas
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 th...
247. Warm Inflation, Cool Retail Sales, & Family Dollar Stores Being Put on Ice
15 Mar 2024
Contributed by Lukas
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 al...
246. Market Moves: Powell's Testimony, S&P 500's Continued Climb, Apartment Sales, & Loan Losses
06 Mar 2024
Contributed by Lukas
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 congressio...
245. Leaping Through Data – Macy’s, Malls, Delinquency Report, & Discounted Payoffs
01 Mar 2024
Contributed by Lukas
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...
244. Office Valuations, Malls Not out of the Woods?, AI Question Marks for CRE
22 Feb 2024
Contributed by Lukas
In this week's episode of The TreppWire Podcast, we break down office valuation stories and the idea that despite positive retailer earnings reports, ...
243. Extend &… Pretend, Profit or Peril? Office Environment; Lodging Maturities; Property News
16 Feb 2024
Contributed by Lukas
While the market was watching CPI numbers, jobless claims, and retail sales this week, the Trepp team was digging into the ‘extend and pretend’ na...
242. CRE & Bank Turmoil Strikes Mainstream Media Chord; Surveys, Sales, & Shout outs
09 Feb 2024
Contributed by Lukas
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’...
241. Commercial REality Check: What Fed Pivot? & More with Danielle DiMartino Booth and Dan McNamara
02 Feb 2024
Contributed by Lukas
In this week's episode of The TreppWire Podcast, we are joined by two market experts, Danielle DiMartino Booth, CEO & Chief Strategist at Quill Intell...
240. Immaculate Disinflation?; Retail & Hotel Sales; Office Operating Expenses
26 Jan 2024
Contributed by Lukas
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 d...
239. Mixed-Bag Update: Strong Retail Sales, Turbulent Bank Earnings, Loans in Special Servicing
18 Jan 2024
Contributed by Lukas
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 ...
238. CRE Temperature Check at CREFC Miami: Resilience in a Wary Market
12 Jan 2024
Contributed by Lukas
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 dovis...
237. Structural Changes in CRE Debt Markets, Ares' Bryan Donohoe Helps Us Sort it Out
10 Jan 2024
Contributed by Lukas
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...
236. New Year Normalization: December Delinquencies, Multifamily 101, Retail Resilience
05 Jan 2024
Contributed by Lukas
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...
235. Taking Stock of 2023: A Look Back & Ahead for CRE Finance
29 Dec 2023
Contributed by Lukas
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 20...
234. Holiday Blues No More? Falling Rates Shine Light at End of 2023 Tunnel for CRE
20 Dec 2023
Contributed by Lukas
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 C...
233. Rates Plummet After Fed Announcement: Is it Enough to Kickstart the CRE Market? Our Hot Takes
14 Dec 2023
Contributed by Lukas
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 rat...
232. Lending & Leases & CRE Sales (Oh My!) But Still Plenty of CRE Bears
07 Dec 2023
Contributed by Lukas
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,...
231. Falling Rates, Issuance Uptick Make for (Very) Cautious Optimism Heading into 2023 Home Stretch
30 Nov 2023
Contributed by Lukas
After a week of falling yields, benign inflation, and strong economics, we dig into some (very) cautious optimism for the commercial real estate marke...
230. As Distressed Assets Pile Up, Shlomo Chopp Tells Us How to Look for Opportunities
29 Nov 2023
Contributed by Lukas
In this special guest episode, we are joined by Shlomo Chopp, Founder and Managing Partner at Case Property Services and Managing Partner at Case Equi...
229. Alarm Bells from Retail Earnings; Reasons for Thanks in CRE
23 Nov 2023
Contributed by Lukas
In an early Thanksgiving edition of The TreppWire Podcast, we review concerns from the latest retail earnings and what this means for interest rates a...
228. Carmen Spinoso Proves There is Still Value in Many US Malls, With Spinoso Real Estate Group
21 Nov 2023
Contributed by Lukas
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 d...
227. CPI Sends T-Yields Tumbling & REIT Shares Higher, But Retail CEOs Warn of Holiday Season
17 Nov 2023
Contributed by Lukas
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 seas...
226. Rate Rally Hits Brick Wall; WeBroke; CMBS Deals Show Signs of Office & Hotel Lending Life
09 Nov 2023
Contributed by Lukas
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...
225. Multifamily Market Update, Where are the Opportunities Now? With Matthew Frazier, Jones Street
07 Nov 2023
Contributed by Lukas
In a special guest episode, the team is joined by Matthew Frazier, CEO of Jones Street Investment Partners to discuss all things multifamily. Matt giv...
224. Markets U-Turn as Treasury Yields & Risk Spreads Tumble; Mall Optimism; Bay Area Office Pain
02 Nov 2023
Contributed by Lukas
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....
223. Mixed Economic News Ahead of Fed Decision, Strong GDP, Silver Linings in CRE Issuance
25 Oct 2023
Contributed by Lukas
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 decis...
222. Mall Green Shoots Offset by Miserable Office Headlines; New Lending Comps
20 Oct 2023
Contributed by Lukas
In this week’s episode, after analyzing the continued market volatility, we dig into some commercial real estate lending comps and the data behind t...
221. War in Middle East; Office, Hotel, Multifamily, Industrial Comps for Buyers/Sellers to Process
13 Oct 2023
Contributed by Lukas
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...
220. Rates Up, Risk Premiums Jump, and Lots of Painful CRE Comps
06 Oct 2023
Contributed by Lukas
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 ...
219. Nowhere to Hide: CRE & CMBS Delinquencies, Jingle Mail, Dwindling Consumer Confidence
28 Sep 2023
Contributed by Lukas
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 T...
218. Life, Lending, & Rock 'n' Roll: The Father of CMBS, Ethan Penner, Tells us How it all Started
26 Sep 2023
Contributed by Lukas
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 a...
217. Extensions & Modifications, Insurance Rundown, REIT Bankruptcy, & Dot Plot Discussion
22 Sep 2023
Contributed by Lukas
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 f...
216. Behind 280 Characters: StripMallGuy Opens Up on Anonymity, Tenants, & Chick-fil-A with Trepp
20 Sep 2023
Contributed by Lukas
In a special guest episode, we welcome Twitter CRE sensation, StripMallGuy. After a successful career as a value-add retail buyer, StripMallGuy added ...
215. Downsizings Haunt Office CRE: Microsoft, Shell, KPMG Bring Painful Reminders (& Trading Alerts)
15 Sep 2023
Contributed by Lukas
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 ...
214. September Swoon: Healthy Market Pause or More? FDIC Loan Sale; Pigs Fly: CA Office Green Shoots
07 Sep 2023
Contributed by Lukas
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 wh...
213. CRE Rundown: Transactions, Office Value Reductions, Puerto Rican Loan Pay Off, Delinquency Data
31 Aug 2023
Contributed by Lukas
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 examin...
212. Get the 'Knak' with CRE Legend Bob Knakal: Data-Driven Update, Retail Green Shoots, Policy
29 Aug 2023
Contributed by Lukas
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...
211. Multifamily Comps Galore; Retail Earnings Concerns; Interest Rates Level Off Ahead of Fed Talk
25 Aug 2023
Contributed by Lukas
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...
210. Late Summer Blues: Can Rising Treasury Yields Stall the CRE Markets?
17 Aug 2023
Contributed by Lukas
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...
209. Soft Landing Doesn’t Mean No Turbulence; WeWork Exposure; Where to Hide in CMBS
11 Aug 2023
Contributed by Lukas
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 ...
208. Ringing in August with CRE Green Shoots; What Can Go Wrong?
02 Aug 2023
Contributed by Lukas
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 ei...
207. Frisky Business: Solid Economic Data, Stocks Surging, CRE Sales. Are we Back?
28 Jul 2023
Contributed by Lukas
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 epis...
206. Irrational Exuberance in the Markets?; Property Transfers & Deed-in-Lieu; Multifamily Expenses
20 Jul 2023
Contributed by Lukas
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 wh...
205. Risk On! Inflection Point or False Flag? Enthusiasm Everywhere, Bearishness in Short Supply
12 Jul 2023
Contributed by Lukas
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 o...
204. No Holiday Lull for CRE: Comps Galore, Big Office News, H1 CMBS Recap
06 Jul 2023
Contributed by Lukas
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 ...