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Podcast: The TreppWire Podcast: A Commercial Real Estate Show
Episode: 299. CRE Market Context: 2025 Predictions, Delinquency Perspectives, Credit Events, & Opportunities Ahead
Description: 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 needed context for 2025. We begin by analyzing the latest CMBS delinquency data, offering our interpretations and breaking down the numbers dating back to January 2000, when Trepp first began tracking these rates. We spend some time reflecting on 2024 and provide additional predictions for the new year in terms of issuance, distress metrics, interest rates, and other factors that may impact the CRE market. We wrap up the episode with themes we saw in the credit stories we re...