Navigating Distressed Assets

In this week's episode of The TreppWire Podcast, we examine how escalating geopolitical tensions may have overshadowed the Fed meeting, despite soft inflation data and mixed economic signals. We discuss Meta's staggering $100 million AI signing bonuses and what they signal about the AI revolution, and share highlights from Trepp's own AI hackathon. We preview office distress opportunity data, revealing there are nearly 300 properties worth more than $9 billion with sub-60% occupancy. We analyze bank CRE lending trends that show mixed signals in office vs. multifamily charge-offs. We close with lodging, office, mixed-use, and multifamily trading alerts. Tune in now.

Episode Notes: 

• Economic Update (1:05)
• Research Preview: $9B+ Distressed Office Opportunities (16:24)
• T-ALLR Report (21:18)
• Trading Alerts: Lodging Special Servicing Transfer & Office Loan Extension (24:10)
• Office Green Shoot: Transaction in Manhattan (30:31)
• Trading Alerts: Mixed-Use & Multifamily Special Servicing Transfers (31:48)
• Trepp Training Solutions (39:50)
• Programming Notes (42:34)
• Shoutouts (44:04)

Please take our listener feedback survey: www.surveymonkey.com/r/BMPXLHG  

Questions or comments? Contact us at podcast@trepp.com.  

Follow Trepp:  

X: www.x.com/TreppWire LinkedIn: www.linkedin.com/company/trepp