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Podcast: The TreppWire Podcast: A Commercial Real Estate Show
Episode: 338. Timeless CRE Lessons: Market Cycles, Interest Rate Timing, Iconic Deal Failures, & Office Distress
Description: 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 across commercial real estate cycles. We explore the "grandmother's money" rule for managing risk, discuss how FOMO (fear of missing out) drives market behavior, and analyze the current interest rate disruption's impact on timing and leverage. We dive deep into major headline deals over the years, including the $5.4 billion Peter Cooper Stuyvesant Village CMBS deal and other multifamily transactions. We examine current market data showing office delinquencies hitting all-time highs at 11.08%, strong 2025 issuance trends, and...