The TreppWire Podcast: A Commercial Real Estate Show

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...

187. Holding Pattern for CMBS Lenders; Cash is King for Banks; Liquidity, Anyone?

17 Mar 2023

Contributed by Lukas

This week, Trepp’s Managing Director, Matt Anderson joins the team to break down the banking market turbulence after the failure of Silicon Valley B...

186. CMBS Spread Widening: Buying Opportunity or Trouble Coming?; Flurry of Office News

10 Mar 2023

Contributed by Lukas

In this week's episode, we dive into the market reaction that followed Fed Chair Powell’s comments, the high stakes that surround the latest jobs da...

185. Making Sense of $30 Trillion in Bills, A Debt Ceiling Clock, & QT with Danielle DiMartino Booth

08 Mar 2023

Contributed by Lukas

We may not be fluent in Fed Chair Jerome Powell, but in this special guest episode of The TreppWire Podcast, we found an expert who is. Danielle DiM...

184. Good News is Hard to Find: Delinquency Jumps, Sublease Siege, Massive Trading Alert

03 Mar 2023

Contributed by Lukas

In this week’s episode of The TreppWire Podcast, it is hard to find good news. Amid treasury yield increases, economic data, consumer confidence, an...

183. Mixed Economic & Earnings Messages, Signs of Stagflation – What Does it Mean for CRE?

24 Feb 2023

Contributed by Lukas

In this week's episode, there is a lot of news to digest. To start, we review economic results, Fed minutes, geopolitical tension, and company earning...

182. Expiring Leases and Office Maturities, Multifamily Loan Moves, Healthy Travel Earnings

17 Feb 2023

Contributed by Lukas

In this week's episode, we cover the latest jobs and housing data, travel earnings, and share takeaways from the MBA CREF conference. We also talk abo...

181. Hotels Roaring Back, Industrial Weakening, Tech Impact to Office

10 Feb 2023

Contributed by Lukas

In this week’s episode of The TreppWire Podcast, we examine a few themes in commercial real estate: signs of improvement for the hotel market, a slo...

180. Seismic Shift in Office? Podcast Trading Alert, Multifamily Markets to Watch, Grocery Retail

02 Feb 2023

Contributed by Lukas

In this week's episode, we present an inaugural Trading Alert recorded live on the podcast, where we dive into the news of a large real estate player ...

179. Bumpy Year Ahead, Loan Spreads in Volatile Times, Renters’ Bill of Rights & Multifamily Impact

27 Jan 2023

Contributed by Lukas

In this week's episode, we are reviewing what looks like a bumpy year ahead for the economic markets. We talk about the prospect of national rent cont...

178. CRE Transactions Drop, Big City Office Blues Hit Seattle, Japanese Bond Market

20 Jan 2023

Contributed by Lukas

In this week's episode of The TreppWire Podcast, we are watching the Japanese bond market, big bank earnings, the legal debt ceiling, retail sales, an...

177. ‘Game of Chicken’ for Players in CRE Finance, CREFC Sentiment; Office Sublease Special

13 Jan 2023

Contributed by Lukas

For the last few days, the podcast team was at CREFC Miami, where the sentiment surrounded “cautious optimism” (or was it “cautious pessimism?”...

176. New Year, Same Market Concerns; CMBS Delinquencies Rise, Office & Retail Layoffs, Closures

06 Jan 2023

Contributed by Lukas

Recent reports show that more than two-thirds of economists at 23 large financial institutions are predicting a U.S. recession.  In this week's episo...

175. A Look Back & Ahead: 2022 CRE Market Surprises, What’s to Come in 2023

30 Dec 2022

Contributed by Lukas

In the final episode of 2022, the team pauses to review the year, reflecting on pleasant and unpleasant surprises and the CRE stories that topped the ...

174. Weak Retail Sales & More Office CMBS Turmoil, Soft Housing Market, Holiday Wishlist

23 Dec 2022

Contributed by Lukas

In this week's episode, we discuss weak holiday sales, retail earnings, and the soft housing market. In CRE, there is a lot to cover in the office and...

173. All Eyes on Office, Fed Dot Plot, Violent Market Reaction

16 Dec 2022

Contributed by Lukas

This week, the big investor reaction was to the Fed’s so-called “dot plot” that sees a higher Fed Funds target range. In this episode of The Tre...

172. Gloomy CRE Mood: Is Office the New Mall? Industrial Cracks, But Plenty of Hotel Green Shoots

09 Dec 2022

Contributed by Lukas

In this week’s episode, we analyze what appears to be a commercial real estate market turning negative. Rob Jordan, Head of CMBS, joins the team as ...

171. Loan Modifications, the Trepp Unicorn Story, Multifamily Delinquencies

02 Dec 2022

Contributed by Lukas

In this week’s episode, we dive into some major stories touching the CRE and CMBS markets including office crabgrass, interesting loan modifications...

170. Extensions, Missed Payments, Dropping Values: Smorgasbord of CRE News

22 Nov 2022

Contributed by Lukas

This week, earnings season wound down with more retailers showing better-than-expected results and a shortened trading week due to the holiday meaning...

169. Finding Green Shoots (As People Seek Taylor Swift Tix); Floating Rate CRE CLOs; Retail Earnings

17 Nov 2022

Contributed by Lukas

This week, it was easier to find green shoots than Taylor Swift tickets, but CRE still can’t “shake off” higher rates. In this week’s episode,...

168. Making Sense of Midterms and the CRE Regulatory Landscape with the Mortgage Bankers Association

16 Nov 2022

Contributed by Lukas

In a special guest episode, Michael Flood, SVP of Commercial & Multifamily, and Borden Hoskins, AVP of Legislative & Political Affairs from the Mortga...

167. Tech Wreck & Housing Cracks, REIT Earnings Rundown, Student Housing Distress

11 Nov 2022

Contributed by Lukas

In this week’s episode, we dive into the latest news surrounding the CPI print, cracks in the housing market, and the ‘Tech Wreck’ that is dragg...

166. Will Floating-Rate Loans Sink Upon Maturity?, Delinquencies Rise, No Leaks in the Boat... Yet

04 Nov 2022

Contributed by Lukas

This week, investors expected the interest rate increase, but the commentary was more hawkish than predicted. In this episode of The TreppWire Podcast...

165. Tech Turmoil Weighs on Markets; Will Falling CRE Prices Lead to Fed Pivot?

28 Oct 2022

Contributed by Lukas

In this week's episode, we review mixed economic data, with a focus on the latest news for the technology sector and how it will impact CRE. We discus...

164. Wading Through Some CRE Distress with Tony Yousif, SVN

25 Oct 2022

Contributed by Lukas

In a special guest episode, we welcome Tony Yousif, Director of National Accounts at SVN. We dive into the latest in commercial real estate distress, ...

163. Subleases & Givebacks Galore; $300 Billion of Upcoming Maturities; Where’s the Stress?

20 Oct 2022

Contributed by Lukas

This week, we saw the 10-year yield hit its highest level since 2008. In this episode, we examine what was a rough week in terms of economic data but ...

162. Rising Rates, Cost of Interest Rate Caps Threaten to Derail CRE; Top 5 Multifamily Markets

14 Oct 2022

Contributed by Lukas

In this week’s episode, we examine how rising rates and the cost of interest rate caps are threatening to derail the commercial real estate market. ...

161. Digging Through the Data: Multifamily Cracks, CMBS Metrics, Bank Earnings Predictions

06 Oct 2022

Contributed by Lukas

In this week’s episode, we search for signs to see if the economy is responding to the Fed’s medicine. In a segment called ‘Digging Through the ...

160. Searching for Light in a Stormy Market, CRE Distress, Hurricane Exposure

30 Sep 2022

Contributed by Lukas

This week, markets are in turmoil, the dollar is surging, and a currency crisis triggered a surprise move by the Bank of England. With all of that, we...

159. CEO Warnings, Surging Interest & Cap Rates, Dot Plot Danger: Where Are Green Shoots?

23 Sep 2022

Contributed by Lukas

While the latest interest rate hike was no surprise, markets reacted this week. In this week’s episode, we dive into the economic news to know: hous...

158. Bleak Week: Mixed Bag of CRE & Economic Data; Inflation, Transactions, Trading Alerts

16 Sep 2022

Contributed by Lukas

In a week full of bad news, there were some positive signs for the CRE market that shone through… and there’s also pickleball. In this week’s e...

157. Can CRE Weather Looming Geopolitical Storms? Outlook for Remainder of 2022

10 Sep 2022

Contributed by Lukas

In this week’s episode, we provide an update on the energy crisis in Europe and discuss how looming geopolitical risks may impact the commercial rea...

156. Is CRE the Cure for Summertime Blues?, Tick Tick of Office Distress, CMBS Delinquencies

02 Sep 2022

Contributed by Lukas

In this week’s episode, we dive into the economic data that represents a “summertime blues” theme, and how commercial real estate is combatting ...

155. Which Way is the Wind Blowing? Making Sense of a Choppy Market; CRE Value (D.U.S.T)

26 Aug 2022

Contributed by Lukas

In this week’s episode, we review the risk-on or risk-off environment amid choppy news and try to make sense of the impact on CRE. We discuss the re...

154. Excess Inventory & Earnings, Thawing in CMBS Market?, Hotel Transaction Bounce-Back

19 Aug 2022

Contributed by Lukas

In this week’s episode, we discuss the latest economic news to digest and how excess inventory is impacting retail earnings. Rob Jordan, Head of CMB...

153. Time to Play Offense or Defense? CRE & Lending Update with Rachael Brown, The Bank of Tampa

14 Aug 2022

Contributed by Lukas

In a special guest episode of The TreppWire Podcast, we welcome Rachael Brown, Senior VP of Commercial Real Estate at The Bank of Tampa to discuss the...

152. CRE Sentiment: Sunny Skies or Eye of the Storm?; Developments & Demand, CMBS Signs of Life

12 Aug 2022

Contributed by Lukas

In this week’s episode, we share our results from our CRE Sentiment Survey, covering macroeconomic, CRE and CMBS, and business-specific takeaways an...

151. Special Episode: Global CRE & Structured Finance Review Amid Market Volatility

09 Aug 2022

Contributed by Lukas

In a special episode, we welcome back our global Trepp team to provide an update on the state of the structured finance markets around the world. We d...

150. Strong REIT Earnings, Positive Economic News, The CPI ‘FYI’

05 Aug 2022

Contributed by Lukas

In this week’s episode, we welcome Research Director, Stephen Buschbom as we run through positive economic news, strong REIT earnings, and a new SAT...

149. Complacency Picking Up, No Signs of Disaster Yet; Cap Rates, Retail Earnings

28 Jul 2022

Contributed by Lukas

In this week’s episode, we discuss the latest economic news, inflation numbers, retail earnings, and what this all means for commercial real estate ...

148. Positive Earnings & Geopolitical News Ease Frayed Nerves, Resi Issues Loom...

22 Jul 2022

Contributed by Lukas

In this week’s episode, the team dives into economic data to digest. While recent earnings and geopolitical news helped ease frayed nerves in the ma...

147. Should We Panic Yet?: CRE Hits a Wall, Crabby Crabgrass, Earnings Disappoint

15 Jul 2022

Contributed by Lukas

After a rough week, The TreppWire Podcast team tries to separate the real collateral damage from the noise. In this episode, we see deals drying up an...

146. Will CRE Muddle Through? Delinquency Blip or Inflection Point, Office Vacancies

07 Jul 2022

Contributed by Lukas

The market is on recession watch; are they making heads or tails of recent news? In this week’s episode, we ponder if commercial real estate will mu...

145. First-Half CRE Scorecard, High Watermark Transactions, Bank Loan Data

01 Jul 2022

Contributed by Lukas

Get your whiteboards out. In this week’s episode, we give a half-year 2022 commercial real estate scorecard, providing an overview of where the mark...

144. 5 Pillars of Office Health, Retail vs. Office, Where’s the Multifamily Risk?

24 Jun 2022

Contributed by Lukas

In this week's episode, we discuss the five pillars that make up commercial real estate, comparing office health to what we have seen in the past for ...

143. Unpacking The Fed's Decision; CREFC Sentiment; Making Sense Of The Gloom & Doom

15 Jun 2022

Contributed by Lukas

In this week's episode of The TreppWire Podcast, the team unpacks the Fed's rate-hike decision and shares key takeaways from CREFC's conference in NYC...

142. Office? Apocalypse Not, Has Inflation Peaked? and Key Trading Alerts

09 Jun 2022

Contributed by Lukas

In this week's episode of The TreppWire Podcast, we dive into the latest on inflation, as we await the consumer inflation numbers that come out Friday...

141. Resurgence of the Office Debate, CMBS 123, Retail Credit News

04 Jun 2022

Contributed by Lukas

In this week’s episode, we dive into bearish comments from Jamie Dimon, Fed announcements, and inflation data. We give a "CMBS 123," hitting on prim...

140. Office: Death by a Thousand Cuts?, Filet Mignon & SASB Deals, Retail Mixed-Bag

27 May 2022

Contributed by Lukas

In this week's episode, we examine the mixed-bag of retail earnings reports and what it means for the market. We talk about office maturities, stories...

139. Despite Dismal Retail Earnings, Green Shoots in CRE and CMBS

20 May 2022

Contributed by Lukas

In this week's episode, we dive into the latest on consumer sentiment, which declined in early May to the lowest since 2011 as persistent concerns ove...

137. A Shifting CRE Landscape & Investment Insights with Carly Tripp, Global CIO, Nuveen Real Estate

12 May 2022

Contributed by Lukas

In a special guest episode of The TreppWire Podcast, we welcome Carly Tripp, Global Chief Investment Officer and Head of Real Estate Investments at Nu...

138. CRE Lender Sentiment and Sectors to Watch, Hot Industrial Market or Plateau?, Office Woes

11 May 2022

Contributed by Lukas

In this week’s episode, we dive into the latest market reactions; crypto panic, inflation gauges, and Fed announcements. We also share insights and ...

136. How Recent Tech Earnings Indicate a Market Top for CRE; Delinquency, Amazon, and The Fed

06 May 2022

Contributed by Lukas

In this week’s episode of The TreppWire Podcast, the team discusses recent tech earnings, inflation, big-box retail, and office news. Next, we dive ...

135. Tech Earnings Impact on CRE, Multifamily Financials, Offices Downsizing

28 Apr 2022

Contributed by Lukas

There was a mixed bag of tech earnings this week, so we dive into some of the headlines and the impact on commercial real estate. In this episode of T...

134. Higher Interest Rates Fail to Cool Off Hot CRE Markets; Office, Retail & Student Housing Deals

23 Apr 2022

Contributed by Lukas

In this week’s episode, we analyze the mixed bag of economic news, discussing CRE sentiment and the CMBS data to watch. In CRE property type news, w...

133. CRE Lending with Matthew Osborne, Eastern Bank: Life-Science Growth; Pandemic Look Back

20 Apr 2022

Contributed by Lukas

In a special guest episode, Matthew Osborne, Executive Vice President, Senior Commercial Banking Officer with Eastern Bank joins the team to dive into...

132. Brokers Start Your Engines, Office Sales; Multifamily NOI Teaser; Retail Review

16 Apr 2022

Contributed by Lukas

In this week’s episode, we dive into what the CPI and PPI numbers mean for the market and cover recent bank, retail, and airline earnings. In a segm...

131. Operators Shedding Retail Assets, Office Occupancy, Single-Family Rental Update

07 Apr 2022

Contributed by Lukas

In this week’s episode, Andrew Jacobs shares a CMBS market update, highlighting special servicing rates, recent loan losses, and issuance numbers. T...

130. Bank Loans to Watch, CRE Impact of Rising Rates, Sneak Peek at Delinquencies

02 Apr 2022

Contributed by Lukas

Matt Anderson, Managing Director at Trepp, joins the team in this week's episode to talk all things inflation, interest rates, and investment returns....

129. Digesting Rising Interest Rates, Cap Rates, and Liquidity

24 Mar 2022

Contributed by Lukas

In this week’s episode, the team tries to make sense of rising interest rates, cap rates, and liquidity. Diving into the CRE property types, we disc...

128. State of CRE Lending, Office Mixed Greens, Fed Announcement

19 Mar 2022

Contributed by Lukas

The markets have had a lot to react to this week, but most of the focus was on digesting the Fed announcement. In this episode, we reflect on the news...

127. Inflation & Consumer Behavior, Property Comps, Risk Retention Loan Performance

11 Mar 2022

Contributed by Lukas

In this week’s episode, we examine the latest economic news including the jobs report, potential interest rate hikes, and oil prices. Then, we discu...

126. Array of CMBS News, Office, Retail, and Industrial CRE Happenings

04 Mar 2022

Contributed by Lukas

In this week’s episode, we reflect on the CMBS market, starting with the news that two commercial mortgage bonds were put on hold amid market weakne...

124. Sobering Russia/Ukraine News Yet to Impact CRE, Appeal of Defeasances, Property Sales

25 Feb 2022

Contributed by Lukas

This week, we reflect on the sobering news out of Eastern Europe, noting the world’s reaction and that it has yet to impact the commercial real esta...

125. Special Episode: How the War in Ukraine Could Impact Europe, A CRE & Structured Finance Update

25 Feb 2022

Contributed by Lukas

In a special European edition of The TreppWire Podcast, Andrew Jacobs, Head of Structured Finance speaks to Vivek-Anand Dattani, Global Head of Struct...

123. Record-Breaking Deals, Industrial Interest, Stress Testing Scenarios

18 Feb 2022

Contributed by Lukas

In this week’s episode, we cover record-breaking deals across multiple commercial real estate property types, many of which offer new benchmarks. We...

122. Making Sense of Inflation & CRE, Hotel Headwinds, Office Moves, Multifamily Benchmarks

11 Feb 2022

Contributed by Lukas

Inflation is the big focus right now, so how likely is it that CRE businesses absorb higher costs vs. passing them on? In this week’s episode, we ta...

121. Mixed-Bag of Office News in US Cities, CMBS vs. Bank CRE Loan Performance

04 Feb 2022

Contributed by Lukas

In this week's episode, we review recent CMBS and bank CRE loan performance, examining delinquencies across property types. Then, in the latest CRE ne...

120. Retail Rundown with Lauren Thomas, CNBC: Peloton Woes, Earnings Predictions

02 Feb 2022

Contributed by Lukas

In a special guest episode, we welcome Lauren Thomas, CNBC Retail and Real Estate Reporter to give the retail rundown, sharing the latest news in reta...

119. Market Volatility & CRE, Mall Loan Defeasances, Hotel Distress

28 Jan 2022

Contributed by Lukas

The markets have been on a wild ride as investors digested news this week, but how does the volatility impact CRE? In this week’s episode of The Tre...

118. Risk & Reward of Debt vs. Equity with Pasquale Cardone II, PC2 Capital

21 Jan 2022

Contributed by Lukas

In this week’s episode, Pasquale Cardone II, founder of PC2 Capital joins the team to discuss the risk and reward of debt vs. equity in the commerci...

117. Unpleasant CRE Surprises, Hotel & Office Happenings, CREFC Confidential

14 Jan 2022

Contributed by Lukas

For the last few days, while attending the CREFC conference, Manus commented that the prevailing sentiment for 2022 is that the year will look like 20...

116. Rare Uptick in Delinquencies, Big Week for Office News, Retail Closures

07 Jan 2022

Contributed by Lukas

Trepp reported that for the first time in 18 months, the CMBS delinquency rate increased, which is largely attributed to several new and significant o...

115. Looking into the CRE Crystal Ball: 2022 Predictions & Resolutions

30 Dec 2021

Contributed by Lukas

This year, we’ve covered the changes in the commercial real estate and macroeconomic markets as the world tried to recover from the coronavirus pand...

114. Scary Parallels of Retail & Office, Mall Comps, Alternative Asset Classes

22 Dec 2021

Contributed by Lukas

In this week’s episode, Lonnie Hendry joins to discuss scary parallels in the retail and office sectors and to share an update on some alternative r...

113. Health Check on the Heavily-Watched Retail, Office, & Lodging Sectors

17 Dec 2021

Contributed by Lukas

In this week’s episode, we look at some of the most talked-about commercial real estate sectors throughout the pandemic: retail, office, and lodging...

112. Post-COVID Property Valuations, Hotel Transactions, Office Occupancy

10 Dec 2021

Contributed by Lukas

In this week’s episode, we look at the hospitality transaction market which has been busy recently, with the sales providing insight into post-COVID...

111. Hotel Loan Cures, Mixed Office News, Green Shoots in the Metaverse

02 Dec 2021

Contributed by Lukas

In this week’s episode, we discuss significant market swings and what is driving the rebound. Our theme this week revolves around several large cure...

110. Black Friday Bonanza, Retail Worries; What's Weighing on the Markets?

23 Nov 2021

Contributed by Lukas

As Thanksgiving, Black Friday, and the holiday season approach The TreppWire Podcast team thought it was time to dive into the retail market. In this ...

109. Retail Renaissance or False Start? “Next Big Short” CMBX 6 Update, Office Green Shoots

19 Nov 2021

Contributed by Lukas

For every negative headline this week there seemed to be a positive. In this week’s episode of The TreppWire Podcast, we dive into the green shoots ...

108. Navigating Challenges in CRE: Business Workouts & Receiverships with Douglas Wilson Companies

11 Nov 2021

Contributed by Lukas

In this week’s episode, we welcome Douglas Wilson, CEO and Chairman of Douglas Wilson Companies, to discuss challenges in commercial real estate and...

107. Office & Hotel Must-Knows, Brick-and-Meta Retail, Milestone COVID Delinquency Rate

05 Nov 2021

Contributed by Lukas

In this week’s episode, our team weighs in on the latest mixed economic data and covers the falling CMBS delinquency rate that hit a new milestone i...

106. Signs of Life in Chicago Office, Life Science Sector on Fire, Quarterly Data Review

29 Oct 2021

Contributed by Lukas

In this week’s episode, Orest Mandzy, Managing Editor of CRE Direct joins to discuss our Quarterly Data Review, a recap of the top CRE and CMBS data...

105. Uptick in Hotel Activity, Scariest Macro Issues, Near-Record Issuance Levels

22 Oct 2021

Contributed by Lukas

Near term market outlook is positive but elevated prices, supply chain problems, a shortage of workers, and the Delta Variant are creating uncertainty...

104. Wave of Office Downsizings, Mall Loan Extensions, Bank Earnings

16 Oct 2021

Contributed by Lukas

In this week's episode, we go behind the headlines of the latest bank earnings and economic news. In commercial real estate and CMBS, we dive into a w...