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The TreppWire Podcast: A Commercial Real Estate Show
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386. Escalate to De-Escalate: Bank Capital & Lending Shifts, CRE Fundraising, Construction Cost Pressures, & More
56 mins; March 26, 2026
385. Market Shocks: Oil Prices Reframe the Macro, Six Years Post-COVID, Self-Storage Consolidation, & Office Green Shoots
54 mins; March 19, 2026
384. Volatility Returns: Oil Shock, Two Market Risks, Student Housing Exposure, Savills-Eastdil Deal, & More Impactful Headlines
46 mins; March 12, 2026
383. Gulf Shock & Market Resilience: Ides of March Returns, YTD CRE CLO Issuance & SASB AAA Downgrades
60 hours 54 mins; March 05, 2026
382. Resilience or Repricing? Private Credit, CMBS Market Sentiment, Office Signals, and Trading Alerts
49 mins; February 26, 2026
381. Quiet Week, Loud Signals: Data Center Hyperdrive, Industrial Rankings, Office & Retail Trading Alerts
57 mins; February 19, 2026
380. How Larry Connor Built a Multi-Billion-Dollar Multifamily Machine
38 mins; February 17, 2026
379. Squaring the Macro Circle, The Retail Rationalization, Multifamily Recalibration, & Lodging Capital Rotation
55 mins; February 12, 2026
378. Banking Back in Focus: Santander-Webster Deal, SLOOS Signals, Office CRE Delinquency Jump, Industrial & Data Center Deal Desk
55 mins; February 05, 2026
377. Rates Steady, CRE in Motion: Multifamily Underwriting Pivot, Apartment Cash Flow Analysis, & Co‑Working Comeback
49 mins; January 29, 2026
376. Inside Industrial Strategy, Alternative Assets & Private Credit with Clarion Partners’ Rick Schaupp
34 mins; January 27, 2026
375. Fed Signals & CRE Shifts: Data Centers, Multifamily Supply Wave, & Amazon’s Big Box Move
56 mins; January 22, 2026
374. Back from CREFC Miami: Commercial Real Estate Market Sentiment, Macro Headlines, & Special Servicing Trading Alerts
59 mins; January 15, 2026
373. Separating Risk From Noise in 2026: Digesting Major Policy Shifts, Distress Early Indicators, Major Office Transactions & Moves
54 mins; January 08, 2026
372. Carmen Spinoso on Leasing, Experiential Retail, & Why Enclosed Malls Still Matter | Spinoso Real Estate Group
39 mins; January 06, 2026
371. Setting the Stage for 2026: Commercial Real Estate Outlook, Key Predictions & Market Resolutions
48 mins; December 30, 2025
370. Unwrapping Commercial Real Estate Property Types in 2025: Market Surprises, Year-End Takeaways & More
58 mins; December 23, 2025
369. Before Circling Back: Jobs Data, Fed Policy, CRE Strategy Featuring Ground Leases, Data Centers, Investor Trends & More
51 mins; December 18, 2025
368. In the Eye of the Commercial Real Estate Storm with Michael Comparato, Benefit Street Partners
39 mins; December 16, 2025
367. Year-End CRE Plot Twists: Fed Dots and Drama, Warner Bros. Sale & Their CRE Footprint, and Office & Multifamily Transactions
49 mins; December 11, 2025
366. 2025 Issuance Tops $120B, Fannie/Freddie Lending Caps, NYC–Cincinnati Office Pricing Gaps, Market Trends & More
49 mins; December 04, 2025
365. Cooling, Not Crashing: Thankful for CRE Bright Spots & A Ground Lease 101
47 mins; November 25, 2025
364. Reading the Commercial Real Estate Room: Office Bifurcation, Retail Divergence, & SASB Reality Checks
64 hours 6 mins; November 20, 2025
363. WeWork CEO John Santora on the Power of Flexibility & Real Estate Cycles
34 mins; November 18, 2025
362. CRE Earnings Show Market Resilience, CMBS Issuance Nears $120B, 50-Year Mortgage Debate, & More
53 mins; November 13, 2025
361. NYC's Rent Regulation Debate, AI Innovation for CRE, Inside the Loans Driving Distress & Notable Transactions
56 mins; November 06, 2025
360. Fed Easing into the Unknown, Bank Mergers, $4.8T CRE Debt Universe, and Headline Highlights in Multifamily and Office
59 mins; October 30, 2025
359. CRE Playbook: Navigating the Shutdown, AWS Outage & AI Shifts, and Bad Bank Loans?
55 mins; October 23, 2025
358. Beige Book Insights, CMBS Lending Leaders, Data Center Risks, Walmart’s AI Move & NYC’s Office Comeback
49 mins; October 16, 2025
357. Shutdown? Maybe in DC… CMBS Issuance Surges, Bank Consolidation, Office Recapitalization
46 mins; October 09, 2025
356. What This Week Means for CRE: Government Shutdown, AI’s Impact on Employees, CMBS Delinquency Rate Pulls Back, Bank Data Insights & More
51 mins; October 02, 2025
355. The Markets Keep Moving: Office Bright Spots, Compass’ $1.6B Merger Reshapes Resi, Recapture Explained, & Trepp Trading Alerts
53 mins; September 25, 2025
354. Behind the Debt Yield Metric in Commercial Real Estate with John Barkidjija of Byline Bank
44 mins; September 23, 2025
353. From Dot Plot to Deal Flow: Unpacking the Fed's Cut, Retail Data Stays Strong, Paramount’s $1.6B Play, Special Servicing Rates Fall
51 mins; September 18, 2025
352. Nearly 1M Jobs Vanish, Industrial Demand Cools, Return-to-Office Mandates, D.C.'s Office-to-Resi Tax Incentives, & More
48 mins; September 11, 2025
351. CMBS Loan Workouts Unfiltered with Shlomo Chopp
45 mins; September 09, 2025
350. CRE's Yield Curve Conundrum, Residential Reality Check, Bank Transparency on Trial & Office Bright Spots
47 mins; September 04, 2025
349. Economic Resilience vs. Headlines: Tale of Two Consumers, Record Office CMBS Delinquency, & Multifamily & Office Inflection Point?
48 mins; August 28, 2025
348. Office Origination, Stagflation, Job Data Misinformation & Retail Earnings Fluctuation
49 mins; August 21, 2025
347. When Tides Pull Back: Finding CRE Opportunities in Supply-Demand Imbalances with Samir Tejpaul, Madison Realty Capital
44 mins; August 19, 2025
346. Back to School, Back to the Office, & Back to the (Quantum) Future of CRE
50 mins; August 14, 2025
345. Appraisal Sector Shakeup, Lodging Capex Crunch, Multifamily Planned Liquidation & Expansion to Industrial
53 mins; August 07, 2025
344. CRE Maturity Drag, Fed Holds Rates, Tariff Deadlines, Bank Earnings & Executive Commentary
50 mins; July 31, 2025
343. Commercial vs. Residential Real Estate Value Drivers, Hottest Markets Leading the Way, & Transactions from the Week
47 mins; July 24, 2025
342. Powell's Balancing Act, Private Credit... Hidden Risk?, Office Special Servicing Hits All-Time High, & Mixed Office Signals
51 mins; July 17, 2025
341. The CRE CLO Comeback Story: Market Trends & Execution Strategies with Steve Chow, Prime Finance
37 mins; July 15, 2025
340. Housing Market Pressures, Credit Card Borrowing Plunged, BlackRock’s Buy, Texas Floods, NYC & Multifamily Transactions
58 mins; July 10, 2025
339. From Data Centers to Derivatives: The 4 Ds of 2025 with Jeffrey Berenbaum of Citi Research
25 mins; July 08, 2025
338. Timeless CRE Lessons: Market Cycles, Interest Rate Timing, Iconic Deal Failures, & Office Distress
52 mins; July 02, 2025
337. Wait-and-See or Cut-and-Run? The Fed's Dilemma, Political Impacts on CRE, Office Distress Opportunities & More
54 mins; June 26, 2025
336. What Recession? Making Sense of (Constantly) Revised Macro Data & What it Means for CRE with Danielle DiMartino Booth & Dan McNamara
44 mins; June 24, 2025
335. Geopolitical Turbulence, AI Gold Rush, Distressed Office Opportunities, & Trading Alerts
51 mins; June 20, 2025
334. CREFC Optimism, Market Uncertainty, Special Servicing Uptick & Notable Transactions
48 mins; June 12, 2025
333. Trading Through Cycles: Whole Loan Market Insights with John Toohig, Raymond James
30 mins; June 10, 2025
332. Jobs Jitters, Jamie Dimon's Warning, Wells Fargo Unleashed, NYC Office Market Revival, & Green Shoots Across Sectors
45 mins; June 05, 2025
331. Economic Exhaustion, Office-to-Resi Momentum, CRE CLO Comeback, & Multifamily Green Shoots
45 mins; May 29, 2025
330. Go Where the Herd Isn’t: CRE Multifamily Insights & Realities with Sam Tenenbaum, Cushman & Wakefield
39 mins; May 28, 2025
329. America Downgraded: What Does it Mean? Appraisal Reductions and Trading Alerts Served with a Side of Optimism
52 mins; May 22, 2025
328. Commercial Lending & Investing Through Market Changes with Red Oak CEO Gary Bechtel
34 mins; May 20, 2025
327. Property Type Perspectives, Executive CRE Sentiment & Some Greenshoots: Trepp Connect (in NYC)
37 mins; May 15, 2025
326. Does Slow & Steady Win the Race? Fed Holds Rates, Updated Office Stats, & A Unique Multifamily Case Study
51 mins; May 08, 2025
325. The Macro Seesaw: Mixed Economic Signals, CMBS Issuance History, Rising Delinquencies & Industrial Sales
45 mins; May 01, 2025
324. Unpacking Uncertainty: Economic Outlook, CMBS Origination Uptick, NYC Office Leases
52 mins; April 24, 2025
323. Commercially Speaking: How Bo & Timmy Barron Make CRE Accessible
57 mins; April 22, 2025
322. Data Tells All: Powell’s Play, Market Uncertainty, Loan Spreads, & CRE Transactions
49 mins; April 17, 2025
321. Be Cool: Talking Tariff Reversals & CRE Implications, Special Servicing, Industrial Transactions, & More
56 mins; April 10, 2025
320. From Skyscrapers to Sublets: NYC Leasing Market with Ruth Colp-Haber
29 mins; April 08, 2025
319. Liberation or Uncertainty? Tariff News, CMBS Delinquencies Back Up, & CRE CLO Issuance
50 mins; April 03, 2025
318. Perturbative Data: Consumer Confidence Slides, More Government Cuts, Park Ave's Persistent Premium, & Multifamily Price Points
52 mins; March 27, 2025
317. From the Top: CEO Annemarie DiCola on Trepp's Evolution from CMBS Pioneer to CRE Data Leader
35 mins; March 25, 2025
316. March CRE Madness: Transitory Bounce, Retail Rebound, FOMC Meeting & Trading Alerts
59 mins; March 20, 2025
315. The Business of Talent & Leadership in CRE: A Conversation with Bill Ferguson
32 mins; March 18, 2025
314. The Ides of March: Retail Concerns, CMBS Issuance Update, Housing Trends & Special Servicing Moves
41 mins; March 13, 2025
313. Tariffs, Terminations, and...Trepidation? DOGE Plays Hide & Seek, Monthly Delinquency, & Anticipatory Value Deep Dive
49 mins; March 06, 2025
312. Behind the Acquisition: Trimont’s Big Move in Commercial Mortgage Servicing with Bill Sexton, CEO
31 mins; March 04, 2025
311. Mixed Signals & More Turbulence: Consumer Confidence Drops, Opportunistic CRE Deals, Data Center Signs, Valuation Trading Alerts
48 mins; February 27, 2025
310. Bullish on CRE? "America's Commercial Real Estate Show" Host Michael Bull Tells All
28 mins; February 25, 2025
309. The CRE Check-Up: Fed's Vital Signs, CMBS Issuance Pulse, Walmart's Flu Warning, & DOGE's Office Surgery
51 mins; February 20, 2025
308. CPI Heartache: No Love for Rate Cuts, Loan Recourse 101, NYC Office Revival, & GSA Office Downsizing
52 mins; February 13, 2025
307. Evolution of the B-Piece Buyer from the 90s to Today: Scott Douglass of Prime Finance
41 mins; February 11, 2025
306. Tackling the Headlines: Trade, Tariffs, Office Narrative Turnaround
52 mins; February 06, 2025
305. Deep-Sixed by DeepSeek? AI Disruption & Data Centers, Fed’s Patience, Trump’s Buyout Offer, & Property Stories
55 mins; January 30, 2025
304. Housing Market Reality Check with MacroEdge: Inventory, Affordability & Demographics
44 mins; January 28, 2025
303. Ink Meets Impact: Executive Orders, Fannie Freddie Privatization, Multifamily Data & Major Transactions
46 mins; January 23, 2025
302. Taxes, Transactions, 2025 Themes: Wildfire Tax Relief, Sales Transactions, & CREFC Takeaways
53 mins; January 16, 2025
301. Your 2025 REIT Playbook with David Auerbach, Hoya Capital
55 mins; January 14, 2025
300. Celebrating A Milestone: Office Origination Deep Dive, Potential Fallout of CA Wildfires, and Mega Dollar Deals
51 mins; January 09, 2025
299. CRE Market Context: 2025 Predictions, Delinquency Perspectives, Credit Events, & Opportunities Ahead
58 mins; January 02, 2025
298. Putting a Bow on 2024: CRE Headlines & Data Behind the Narratives
49 mins; December 26, 2024
297. Resiliency in 2024, Fed's Holiday Surprise, Portfolio Loans in the Special Servicing Stocking, & 2024 Wrap Up
56 mins; December 19, 2024
296. Getting Eyeballs & Closing Deals: SERHANT Commercial Gives Their Perspective
28 mins; December 17, 2024
295. City of Yes, Merger of Kroger & Albertsons No, Macy's Real Estate Portfolio, & Notable Property Stories
52 mins; December 12, 2024
294. Opportunities Outweigh Obstacles? Look to NYC Multifamily: Behind the Scenes with Seth Glasser | Marcus & Millichap
40 mins; December 09, 2024
293. Soft Landing or Hard Truth? Billion-Dollar Deals, Double-Digit Office Delinquencies & More
54 mins; December 05, 2024
292. Carving up the Market: Consumer Confidence, Retail Performance Rundown, Bifurcated Office Stories, & Industrial Sales
54 mins; November 27, 2024
291. Bobbing & Weaving: Blackstone Bets, Broker Fees Banned, Mayweather's Office Play, SASB Credit Stories
61 hours 24 mins; November 21, 2024
290. Rates are up, but so is Optimism? What the Numbers are Saying: Special Servicing Rates, Treasury Yields, CPI & Credit Stories
49 mins; November 14, 2024
289. The (Swing) State of Real Estate: Election Results & CRE Impact, Fed Conundrum, Treasuries, & $100B in Issuance
43 mins; November 07, 2024
288. Demystifying NY Multifamily Rent Control & Rent Stabilization with Avi Schron, Cammeby's International
41 mins; November 04, 2024
287. Hope is Not a Strategy: CRE Extend & Pretend, Home Mortgage Rates, & Hot Hitting Stories
47 mins; October 31, 2024
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