The TreppWire Podcast: A Commercial Real Estate Show

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 ...

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

29 Jun 2023

Contributed by Lukas

There was plenty of positive economic data to digest this week, all while Fed Chair Powell was “taking the punch bowl away,” commenting that more ...

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

22 Jun 2023

Contributed by Lukas

In this episode, we discuss what we saw in the markets, starting with stocks hitting a wall after Fed Chair Powell indicated that more interest rate h...

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

16 Jun 2023

Contributed by Lukas

This week, all eyes were on the inflation numbers, the Fed’s interest rate decision, and retail sales. In this episode, we dive into the macro news ...

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

10 Jun 2023

Contributed by Lukas

In this week’s episode of The TreppWire Podcast, the Trepp team tries to cut through the haze (in the economic markets, CRE, and with regard to the ...

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

02 Jun 2023

Contributed by Lukas

This episode is sponsored by BetterPitch: https://www.betterpitch.com/. In this week’s episode, we break down the shift in economic news that will b...

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

26 May 2023

Contributed by Lukas

In a special episode of our week-in-review podcast, the team shares a live presentation we gave at NAIOP Silicon Valley’s Capital Markets event. We ...

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

19 May 2023

Contributed by Lukas

With slowing regional bank turmoil, all eyes shifted to the debt ceiling deal debate. In this week’s episode, we examine the latest economic news. M...

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

12 May 2023

Contributed by Lukas

With concerns over the debt ceiling, credit tightening, and bank deposit runs, problems in commercial real estate may be the least of investors’ wor...

195. Jittery Markets, More Bank Fallout, Office Comps

05 May 2023

Contributed by Lukas

The yield on the 3-month treasury hit more than a 22-year high today, so, clearly, investors are jittery. In this week’s episode of The TreppWire Po...

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

24 Apr 2023

Contributed by Lukas

In a special episode of our week-in-review, the team shares a live presentation we put on for ICSC’s Continuing Education Michigan event, diving int...

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

20 Apr 2023

Contributed by Lukas

This week, we have the Managing Editor of Commercial Real Estate Direct, Orest Mandzy, joining to give us additional perspective within CRE. In this e...

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

11 Apr 2023

Contributed by Lukas

In this week’s episode of The TreppWire Podcast, the team dives into the latest economic news and jobs data. Next up, we give an update on banks and...

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

06 Apr 2023

Contributed by Lukas

With the urgency of the bank concerns calmed for now, the spotlight this week turned to jobs and economic data. In this episode,  we examine the sign...

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

01 Apr 2023

Contributed by Lukas

This week, the White House called for stricter rules for mid-sized banks as lawmakers sifted through what happened with the recent bank failures and w...

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

29 Mar 2023

Contributed by Lukas

In a special guest episode, Warren de Haan, managing director, co-founder, and co-CEO of ACORE Capital joins the team to provide market perspective fr...

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

25 Mar 2023

Contributed by Lukas

This week, the Fed raised interest rates amid concerns over bank liquidity. In this episode, we dive into what the Fed decision means for bank securit...