The TreppWire Podcast: A Commercial Real Estate Show
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189. Impending Credit Crisis? Perspective from a Private Lender, Warren de Haan, ACORE Capital
35 mins; March 29, 2023
188. Volatility Up, Liquidity Down for Banks & CRE; Office Turmoil; Restructuring Program Needs?
46 mins; March 24, 2023
187. Holding Pattern for CMBS Lenders; Cash is King for Banks; Liquidity, Anyone?
52 mins; March 16, 2023
186. CMBS Spread Widening: Buying Opportunity or Trouble Coming?; Flurry of Office News
40 mins; March 09, 2023
185. Making Sense of $30 Trillion in Bills, A Debt Ceiling Clock, & QT with Danielle DiMartino Booth
40 mins; March 07, 2023
184. Good News is Hard to Find: Delinquency Jumps, Sublease Siege, Massive Trading Alert
47 mins; March 02, 2023
183. Mixed Economic & Earnings Messages, Signs of Stagflation – What Does it Mean for CRE?
43 mins; February 23, 2023
182. Expiring Leases and Office Maturities, Multifamily Loan Moves, Healthy Travel Earnings
46 mins; February 16, 2023
181. Hotels Roaring Back, Industrial Weakening, Tech Impact to Office
48 mins; February 09, 2023
180. Seismic Shift in Office? Podcast Trading Alert, Multifamily Markets to Watch, Grocery Retail
51 mins; February 01, 2023
179. Bumpy Year Ahead, Loan Spreads in Volatile Times, Renters’ Bill of Rights & Multifamily Impact
51 mins; January 26, 2023
178. CRE Transactions Drop, Big City Office Blues Hit Seattle, Japanese Bond Market
47 mins; January 19, 2023
177. ‘Game of Chicken’ for Players in CRE Finance, CREFC Sentiment; Office Sublease Special
53 mins; January 12, 2023
176. New Year, Same Market Concerns; CMBS Delinquencies Rise, Office & Retail Layoffs, Closures
51 mins; January 05, 2023
175. A Look Back & Ahead: 2022 CRE Market Surprises, What’s to Come in 2023
48 mins; December 29, 2022
174. Weak Retail Sales & More Office CMBS Turmoil, Soft Housing Market, Holiday Wishlist
44 mins; December 22, 2022
173. All Eyes on Office, Fed Dot Plot, Violent Market Reaction
36 mins; December 15, 2022
172. Gloomy CRE Mood: Is Office the New Mall? Industrial Cracks, But Plenty of Hotel Green Shoots
42 mins; December 08, 2022
171. Loan Modifications, the Trepp Unicorn Story, Multifamily Delinquencies
47 mins; December 01, 2022
Special Interview: Prepping for the Dana Point Corporate CLO Summit with Lauren Bautista, Opal Group
33 mins; November 29, 2022
170. Extensions, Missed Payments, Dropping Values: Smorgasbord of CRE News
50 mins; November 21, 2022
169. Finding Green Shoots (As People Seek Taylor Swift Tix); Floating Rate CRE CLOs; Retail Earnings
46 mins; November 16, 2022
168. Making Sense of Midterms and the CRE Regulatory Landscape with the Mortgage Bankers Association
35 mins; November 15, 2022
167. Tech Wreck & Housing Cracks, REIT Earnings Rundown, Student Housing Distress
50 mins; November 10, 2022
166. Will Floating-Rate Loans Sink Upon Maturity?, Delinquencies Rise, No Leaks in the Boat... Yet
50 mins; November 03, 2022
165. Tech Turmoil Weighs on Markets; Will Falling CRE Prices Lead to Fed Pivot?
50 mins; October 27, 2022
164. Wading Through Some CRE Distress with Tony Yousif, SVN
40 mins; October 24, 2022
163. Subleases & Givebacks Galore; $300 Billion of Upcoming Maturities; Where’s the Stress?
44 mins; October 19, 2022
162. Rising Rates, Cost of Interest Rate Caps Threaten to Derail CRE; Top 5 Multifamily Markets
41 mins; October 13, 2022
161. Digging Through the Data: Multifamily Cracks, CMBS Metrics, Bank Earnings Predictions
49 mins; October 05, 2022
160. Searching for Light in a Stormy Market, CRE Distress, Hurricane Exposure
44 mins; September 29, 2022
159. CEO Warnings, Surging Interest & Cap Rates, Dot Plot Danger: Where Are Green Shoots?
48 mins; September 22, 2022
158. Bleak Week: Mixed Bag of CRE & Economic Data; Inflation, Transactions, Trading Alerts
48 mins; September 15, 2022
157. Can CRE Weather Looming Geopolitical Storms? Outlook for Remainder of 2022
45 mins; September 09, 2022
156. Is CRE the Cure for Summertime Blues?, Tick Tick of Office Distress, CMBS Delinquencies
48 mins; September 01, 2022
155. Which Way is the Wind Blowing? Making Sense of a Choppy Market; CRE Value (D.U.S.T)
46 mins; August 25, 2022
154. Excess Inventory & Earnings, Thawing in CMBS Market?, Hotel Transaction Bounce-Back
38 mins; August 18, 2022
153. Time to Play Offense or Defense? CRE & Lending Update with Rachael Brown, The Bank of Tampa
31 mins; August 13, 2022
152. CRE Sentiment: Sunny Skies or Eye of the Storm?; Developments & Demand, CMBS Signs of Life
51 mins; August 11, 2022
151. Special Episode: Global CRE & Structured Finance Review Amid Market Volatility
23 mins; August 08, 2022
150. Strong REIT Earnings, Positive Economic News, The CPI ‘FYI’
47 mins; August 04, 2022
149. Complacency Picking Up, No Signs of Disaster Yet; Cap Rates, Retail Earnings
58 mins; July 27, 2022
148. Positive Earnings & Geopolitical News Ease Frayed Nerves, Resi Issues Loom...
48 mins; July 21, 2022
147. Should We Panic Yet?: CRE Hits a Wall, Crabby Crabgrass, Earnings Disappoint
53 mins; July 14, 2022
146. Will CRE Muddle Through? Delinquency Blip or Inflection Point, Office Vacancies
41 mins; July 06, 2022
145. First-Half CRE Scorecard, High Watermark Transactions, Bank Loan Data
50 mins; June 30, 2022
144. 5 Pillars of Office Health, Retail vs. Office, Where’s the Multifamily Risk?
49 mins; June 23, 2022
143. Unpacking The Fed's Decision; CREFC Sentiment; Making Sense Of The Gloom & Doom
49 mins; June 14, 2022
142. Office? Apocalypse Not, Has Inflation Peaked? and Key Trading Alerts
48 mins; June 08, 2022
141. Resurgence of the Office Debate, CMBS 123, Retail Credit News
46 mins; June 03, 2022
140. Office: Death by a Thousand Cuts?, Filet Mignon & SASB Deals, Retail Mixed-Bag
53 mins; May 26, 2022
139. Despite Dismal Retail Earnings, Green Shoots in CRE and CMBS
55 mins; May 19, 2022
137. A Shifting CRE Landscape & Investment Insights with Carly Tripp, Global CIO, Nuveen Real Estate
31 mins; May 11, 2022
138. CRE Lender Sentiment and Sectors to Watch, Hot Industrial Market or Plateau?, Office Woes
45 mins; May 10, 2022
136. How Recent Tech Earnings Indicate a Market Top for CRE; Delinquency, Amazon, and The Fed
55 mins; May 05, 2022
135. Tech Earnings Impact on CRE, Multifamily Financials, Offices Downsizing
54 mins; April 27, 2022
134. Higher Interest Rates Fail to Cool Off Hot CRE Markets; Office, Retail & Student Housing Deals
50 mins; April 22, 2022
133. CRE Lending with Matthew Osborne, Eastern Bank: Life-Science Growth; Pandemic Look Back
38 mins; April 19, 2022
132. Brokers Start Your Engines, Office Sales; Multifamily NOI Teaser; Retail Review
57 mins; April 15, 2022
131. Operators Shedding Retail Assets, Office Occupancy, Single-Family Rental Update
42 mins; April 06, 2022
130. Bank Loans to Watch, CRE Impact of Rising Rates, Sneak Peek at Delinquencies
50 mins; April 01, 2022
129. Digesting Rising Interest Rates, Cap Rates, and Liquidity
43 mins; March 23, 2022
128. State of CRE Lending, Office Mixed Greens, Fed Announcement
47 mins; March 18, 2022
127. Inflation & Consumer Behavior, Property Comps, Risk Retention Loan Performance
47 mins; March 10, 2022
126. Array of CMBS News, Office, Retail, and Industrial CRE Happenings
51 mins; March 03, 2022
124. Sobering Russia/Ukraine News Yet to Impact CRE, Appeal of Defeasances, Property Sales
41 mins; February 24, 2022
125. Special Episode: How the War in Ukraine Could Impact Europe, A CRE & Structured Finance Update
25 mins; February 24, 2022
123. Record-Breaking Deals, Industrial Interest, Stress Testing Scenarios
40 mins; February 17, 2022
122. Making Sense of Inflation & CRE, Hotel Headwinds, Office Moves, Multifamily Benchmarks
38 mins; February 10, 2022
121. Mixed-Bag of Office News in US Cities, CMBS vs. Bank CRE Loan Performance
52 mins; February 03, 2022
120. Retail Rundown with Lauren Thomas, CNBC: Peloton Woes, Earnings Predictions
38 mins; February 01, 2022
119. Market Volatility & CRE, Mall Loan Defeasances, Hotel Distress
40 mins; January 27, 2022
118. Risk & Reward of Debt vs. Equity with Pasquale Cardone II, PC2 Capital
39 mins; January 20, 2022
117. Unpleasant CRE Surprises, Hotel & Office Happenings, CREFC Confidential
50 mins; January 13, 2022
116. Rare Uptick in Delinquencies, Big Week for Office News, Retail Closures
40 mins; January 06, 2022
115. Looking into the CRE Crystal Ball: 2022 Predictions & Resolutions
54 mins; December 29, 2021
114. Scary Parallels of Retail & Office, Mall Comps, Alternative Asset Classes
48 mins; December 21, 2021
113. Health Check on the Heavily-Watched Retail, Office, & Lodging Sectors
35 mins; December 16, 2021
112. Post-COVID Property Valuations, Hotel Transactions, Office Occupancy
44 mins; December 09, 2021
111. Hotel Loan Cures, Mixed Office News, Green Shoots in the Metaverse
48 mins; December 01, 2021
110. Black Friday Bonanza, Retail Worries; What's Weighing on the Markets?
43 mins; November 22, 2021
109. Retail Renaissance or False Start? “Next Big Short” CMBX 6 Update, Office Green Shoots
39 mins; November 18, 2021
108. Navigating Challenges in CRE: Business Workouts & Receiverships with Douglas Wilson Companies
30 mins; November 10, 2021
107. Office & Hotel Must-Knows, Brick-and-Meta Retail, Milestone COVID Delinquency Rate
37 mins; November 04, 2021
106. Signs of Life in Chicago Office, Life Science Sector on Fire, Quarterly Data Review
45 mins; October 28, 2021
105. Uptick in Hotel Activity, Scariest Macro Issues, Near-Record Issuance Levels
47 mins; October 21, 2021
104. Wave of Office Downsizings, Mall Loan Extensions, Bank Earnings
45 mins; October 15, 2021
103. Making Sense of D.C. & CRE with Mike Flood, Mortgage Bankers Association (MBA)
42 mins; October 06, 2021
102. Markets in Turmoil, CRE Standing Strong
34 mins; September 30, 2021
101. Misallocation of Funds, Evergrande & the Economy, Office Headwinds, Rental Rates 101
47 mins; September 23, 2021
100. CRE’s Wild Ride, Business Travel Blues, Office Return Rollbacks, and Retail Must-Knows
39 mins; September 15, 2021
99. The Return to Office Change-up: Is a Sell-off in Our Future?
45 mins; September 08, 2021
98. Taking a Stab: Making Sense of Mixed Economic & CRE News
54 mins; August 31, 2021
97. Special Episode: Trepp CRE Sentiment Survey Results, Mix of Hopeful Signs & Structural Concerns
39 mins; August 25, 2021
96. Mall Value Reductions, Credit Crisis Catalysts, Positive Retail Earnings
48 mins; August 19, 2021
95. Summer CRE Potpourri: Retail & Office Green Shoots and Need-to-Know News
48 mins; August 11, 2021
94. Hotel Sales Comps, Retail Earnings, Return to Office Rollbacks, Eviction Ban Extension
48 mins; August 05, 2021
93. Vaccine Mandates, Metro Rankings, Earnings Messages
53 mins; July 29, 2021
92. Retail Loan Purgatory, Mall Valuation Drops, Office Moves and Migrations
46 mins; July 21, 2021
91. NOI Analysis: Hotel & Mall Pain, The Office Tenant Rollover, CRE Headlines
43 mins; July 14, 2021