The TreppWire Podcast: A Commercial Real Estate Show
Podcast image
287. Hope is Not a Strategy: CRE Extend & Pretend, Home Mortgage Rates, & Hot Hitting Stories
47 mins; October 31, 2024
286. Bond Market Blues & CRE News: Special Servicing Transfers, Office Struggles, & Industrial Sales Transactions
55 mins; October 24, 2024
285. CRE Pulse Check with Tri-State Insider James Nelson of Avison Young
35 mins; October 23, 2024
284. Turbulence Before Touchdown, Bank Earnings, Retail Store Closures & Knockout Acquisition Deals
57 mins; October 17, 2024
283. Storms & Stats: Hurricane Milton, Inflation, Jobs, Special Servicing Spike, & CRE Sector Stories
57 mins; October 11, 2024
283. Storms & Stats: Hurricane Milton, Inflation, Jobs, Special Servicing Spike, CRE Sector Stories
57 mins; October 10, 2024
283. Storms & Stats: Hurricane Milton, Inflation, Jobs, Special Servicing Spike, CRE Sector Stories
57 mins; October 10, 2024
282. Commodity vs. Authority in CRE Brokerage: Motivation & Insights with The Massimo Group
35 mins; October 07, 2024
281. Resiliency or is CRE Comfortable with the Uncomfortable? Strikes, Storms, & Delinquencies
54 mins; October 03, 2024
280. CRE Industry Reacts to Rate Cut, Bullish Las Vegas Hotel Sector, & More Office Stories
49 mins; September 26, 2024
279. Want Perspective? Market Deep Dive with a Firm that Sees it All – Starwood Property Trust
45 mins; September 23, 2024
278. Where Were You When the Fed Cut Interest Rates?, CMBS Trading Alerts, & More
50 mins; September 18, 2024
277. Beyond the Cubicle: What Does the Office Data Really Show? LIVE at California MBA WSCREF
60 hours 10 mins; September 16, 2024
276. Commercial Property Insurance Insights with Skylar Romines
35 mins; September 11, 2024
275. Weak JOLTS Report, Marginal Rent Growth, & More Loans Transferred to Special Servicing
37 mins; September 04, 2024
274. Is the Rent too Damn High?, Multifamily Deep Dive, Data Center Data, & Delinquency Sneak Peek
51 mins; August 28, 2024
273. Summer of Special Servicing, Trimont's Ascension, August Property Transfers, MSA Bulls & Bears
43 mins; August 22, 2024
272. From Wall Street to Y'all Street: Economic Shifts, Hotel Woes, & Office Loan Challenges
43 mins; August 15, 2024
271. Building Real Estate & Community with Sean Sweeney; Development, Design, and Education
31 mins; August 11, 2024
270. The Carry Trade Selloff, Regional vs. Superregional Mall Distress, & Appraisal Reduction Trends
51 mins; August 08, 2024
269. Fed Holds Steady, Indices Predict Pricing Bottom, Insurance Costs, & Office Delinquencies Rise
47 mins; July 31, 2024
268. Bank CRE Portfolio Deep Dive, SASB Analysis, Special Servicer Transfers & Appraisal Reductions
52 mins; July 24, 2024
267. Regional Fed Beige Book Update, CMBS Trading Alerts, Rent Control Rundown
51 mins; July 18, 2024
266. Temperature Check: Stress Tests, CPI, New Originations, & Dry Powder Update
48 mins; July 11, 2024
265. Will July Bring Fireworks to CRE? Building Permits, Fund Redemptions, Regional Bank Fundraise
51 mins; July 03, 2024
264. Firms Commit to Deploy Dry Powder, Banks Begin to Sell NPLs, Delinquency & SASB Update
49 mins; June 27, 2024
263. Consumer Spending Dip, Sunbelt Multifamily, Ground Lease Valuation, & Industrial Sales
59 mins; June 19, 2024
262. Gritty Optimism in CRE, Need for Price Discovery, & Mixed Multifamily Narratives
51 mins; June 14, 2024
261. Will Fed Follow Canadian & European Rate Cuts? Foreclosures 101, Modification Insights
52 mins; June 07, 2024
260. Stick to the Economic Data or Trust Your Gut?; Analyzing Loan Modification Trends
56 mins; May 30, 2024
259. Surveys, Sales, Sublease, & Data Center Digest
50 mins; May 24, 2024
258. Unpacking the Data – Hot PPI, Cool CPI; NYC Rent Stabilization; Office Special Servicing
57 mins; May 16, 2024
257. Unemployment Uptick, SLOOS Commentary, Met Gala Grumblings
45 mins; May 08, 2024
255. Fed Holds Rate, Fast Food Earnings, Mixed-Use Overview, Delinquency Rundown
52 mins; May 03, 2024
256. Justin Pugh's Playbook: From the NFL to CRE Success & Mentorship
25 mins; May 01, 2024
254. Data Vault Unlocked: Modifications, Maturities, Mortgages; Property Types by the Numbers
62 hours 25 mins; April 25, 2024
253. Powell's Reverse Pivot, Strong Mall Issuance, Property Transactions, & Appraisal Reductions
57 mins; April 18, 2024
252. From 6 to 3, to Higher for Longer, to Later & Less; $2.00/sf Office Sale?; CRE Market Review
52 mins; April 12, 2024
251. Navigating the Evolving Mall Space with Oscar Parra of Pacific Retail Capital Partners
45 mins; April 07, 2024
250. Stocks Slide, Distressed Chicago Multifamily Comps, Strong Industrial Transactions
53 mins; April 04, 2024
249. Are CRE Distress & Optimism Mutually Exclusive? Green Shoots, Crabgrass, & Bank Loan Data
46 mins; March 28, 2024
248. 2024 Rate Cuts? Details in the Dot Plot; Joann Bankruptcy; CRE Appraisal Reductions
51 mins; March 22, 2024
247. Warm Inflation, Cool Retail Sales, & Family Dollar Stores Being Put on Ice
57 mins; March 14, 2024
246. Market Moves: Powell's Testimony, S&P 500's Continued Climb, Apartment Sales, & Loan Losses
49 mins; March 05, 2024
245. Leaping Through Data – Macy’s, Malls, Delinquency Report, & Discounted Payoffs
54 mins; February 29, 2024
244. Office Valuations, Malls Not out of the Woods?, AI Question Marks for CRE
38 mins; February 21, 2024
243. Extend &… Pretend, Profit or Peril? Office Environment; Lodging Maturities; Property News
51 mins; February 15, 2024
242. CRE & Bank Turmoil Strikes Mainstream Media Chord; Surveys, Sales, & Shout outs
48 mins; February 08, 2024
241. Commercial REality Check: What Fed Pivot? & More with Danielle DiMartino Booth and Dan McNamara
49 mins; February 01, 2024
240. Immaculate Disinflation?; Retail & Hotel Sales; Office Operating Expenses
53 mins; January 25, 2024
239. Mixed-Bag Update: Strong Retail Sales, Turbulent Bank Earnings, Loans in Special Servicing
46 mins; January 17, 2024
238. CRE Temperature Check at CREFC Miami: Resilience in a Wary Market
43 mins; January 11, 2024
237. Structural Changes in CRE Debt Markets, Ares' Bryan Donohoe Helps Us Sort it Out
33 mins; January 09, 2024
236. New Year Normalization: December Delinquencies, Multifamily 101, Retail Resilience
41 mins; January 04, 2024
235. Taking Stock of 2023: A Look Back & Ahead for CRE Finance
52 mins; December 28, 2023
234. Holiday Blues No More? Falling Rates Shine Light at End of 2023 Tunnel for CRE
48 mins; December 19, 2023
233. Rates Plummet After Fed Announcement: Is it Enough to Kickstart the CRE Market? Our Hot Takes
54 mins; December 13, 2023
232. Lending & Leases & CRE Sales (Oh My!) But Still Plenty of CRE Bears
47 mins; December 06, 2023
231. Falling Rates, Issuance Uptick Make for (Very) Cautious Optimism Heading into 2023 Home Stretch
52 mins; November 29, 2023
230. As Distressed Assets Pile Up, Shlomo Chopp Tells Us How to Look for Opportunities
43 mins; November 28, 2023
229. Alarm Bells from Retail Earnings; Reasons for Thanks in CRE
52 mins; November 22, 2023
228. Carmen Spinoso Proves There is Still Value in Many US Malls, With Spinoso Real Estate Group
48 mins; November 20, 2023
227. CPI Sends T-Yields Tumbling & REIT Shares Higher, But Retail CEOs Warn of Holiday Season
47 mins; November 16, 2023
226. Rate Rally Hits Brick Wall; WeBroke; CMBS Deals Show Signs of Office & Hotel Lending Life
45 mins; November 08, 2023
225. Multifamily Market Update, Where are the Opportunities Now? With Matthew Frazier, Jones Street
31 mins; November 06, 2023
224. Markets U-Turn as Treasury Yields & Risk Spreads Tumble; Mall Optimism; Bay Area Office Pain
46 mins; November 01, 2023
223. Mixed Economic News Ahead of Fed Decision, Strong GDP, Silver Linings in CRE Issuance
45 mins; October 24, 2023
222. Mall Green Shoots Offset by Miserable Office Headlines; New Lending Comps
61 hours 2 mins; October 19, 2023
221. War in Middle East; Office, Hotel, Multifamily, Industrial Comps for Buyers/Sellers to Process
49 mins; October 12, 2023
220. Rates Up, Risk Premiums Jump, and Lots of Painful CRE Comps
52 mins; October 05, 2023
219. Nowhere to Hide: CRE & CMBS Delinquencies, Jingle Mail, Dwindling Consumer Confidence
48 mins; September 27, 2023
218. Life, Lending, & Rock 'n' Roll: The Father of CMBS, Ethan Penner, Tells us How it all Started
51 mins; September 25, 2023
217. Extensions & Modifications, Insurance Rundown, REIT Bankruptcy, & Dot Plot Discussion
48 mins; September 21, 2023
216. Behind 280 Characters: StripMallGuy Opens Up on Anonymity, Tenants, & Chick-fil-A with Trepp
46 mins; September 19, 2023
215. Downsizings Haunt Office CRE: Microsoft, Shell, KPMG Bring Painful Reminders (& Trading Alerts)
48 mins; September 14, 2023
214. September Swoon: Healthy Market Pause or More? FDIC Loan Sale; Pigs Fly: CA Office Green Shoots
50 mins; September 06, 2023
213. CRE Rundown: Transactions, Office Value Reductions, Puerto Rican Loan Pay Off, Delinquency Data
47 mins; August 30, 2023
212. Get the 'Knak' with CRE Legend Bob Knakal: Data-Driven Update, Retail Green Shoots, Policy
55 mins; August 28, 2023
211. Multifamily Comps Galore; Retail Earnings Concerns; Interest Rates Level Off Ahead of Fed Talk
49 mins; August 24, 2023
210. Late Summer Blues: Can Rising Treasury Yields Stall the CRE Markets?
46 mins; August 16, 2023
209. Soft Landing Doesn’t Mean No Turbulence; WeWork Exposure; Where to Hide in CMBS
55 mins; August 10, 2023
208. Ringing in August with CRE Green Shoots; What Can Go Wrong?
43 mins; August 01, 2023
207. Frisky Business: Solid Economic Data, Stocks Surging, CRE Sales. Are we Back?
51 mins; July 27, 2023
206. Irrational Exuberance in the Markets?; Property Transfers & Deed-in-Lieu; Multifamily Expenses
51 mins; July 19, 2023
205. Risk On! Inflection Point or False Flag? Enthusiasm Everywhere, Bearishness in Short Supply
51 mins; July 11, 2023
204. No Holiday Lull for CRE: Comps Galore, Big Office News, H1 CMBS Recap
44 mins; July 05, 2023
203. Comps Comps Comps, Sales Comps Dominate News; Delinquencies Rise
53 mins; June 28, 2023
202. Did Fed Pause Stall the Market? New Issue Pricing & Property Sector Rapid-Fire Rundown
46 mins; June 21, 2023
201. Optimism Hard to Find at CRE Event; Industrial Hitting a Wall?; Retail Owner Throws in Towel
47 mins; June 15, 2023
200. Cutting Through the Haze; Looming Hotel Default Renews Lodging Concerns; More Office Subleases
51 mins; June 09, 2023
199. Office Delinquencies Hit 5-Year High; Issuance Defies Debt Ceiling Drama; State of CRE Market
45 mins; June 01, 2023
198. Charting CRE Distress from Peak to (Silicon) Valley: TreppWire Recorded LIVE at NAIOP
54 mins; May 25, 2023
197. Debt Ceiling Deal Debate; CRE Poker Face: Hold ‘Em or Fold ‘Em; Office Special Servicing Moves
43 mins; May 18, 2023
196. Storm Brewing… CRE Issues May be Least of Concerns; Retail Extensions; Rental Rates 101
45 mins; May 11, 2023
195. Jittery Markets, More Bank Fallout, Office Comps
45 mins; May 04, 2023
194. Retail Apocalypse No More… Shifting Market Dynamics: TreppWire Recorded LIVE at ICSC
44 mins; April 23, 2023
193. Investors Exhale After Bank Earnings, but Hold Breath Watching Office News...
35 mins; April 19, 2023
192. Good Vibrations in a Shaky Market? Some Even in Office
42 mins; April 10, 2023
191. Tightening Credit Conditions, The Frustration Index, “Non-Issuance”
43 mins; April 05, 2023
190. It's Happening: Office Delinquencies Tick Up Again, Calls for Bank Regulation, and Wrap on Q1
46 mins; March 31, 2023