Cautious Optimism in Commercial Real Estate

We welcome back Dr. Stephen Buschbom, co-host of The TreppWire Podcast and real estate and finance lecturer at Clemson University. Just over a year ago, Stephen joined us for an episode where he made a number of prescient calls on what lay ahead for 2024. In this episode, he joins Omar Eltorai and Cole Perry once again to share a retrospective on the 2024 US debt market, and discuss potential developments for 2025.

Key Moments:

01:26 Recap of 2024 predictions

02:50 Key debt market trends in 2024

03:32 Maturity defaults and loan performance

07:25 Regional market insights: Washington, DC and San Francisco

09:47 2024 market figures and issuance trends

14:20 SASB and conduit issuance analysis

18:53 Economic scenarios and 2025 outlook

38:47 Insurance market challenges

44:33 Predictions for 2025

Resources Mentioned:

CREFC Miami Conference - https://www.crefc.org/january2025

CRE Exchange Podcast Episode EP21 – CRE debt market - Past, present and the future - https://www.altusgroup.com/podcasts/cre-exchange-cre-debt-market-past-present-future-with-stephen-buschbom-of-trepp/

The TreppWire Podcast - https://www.trepp.com/treppwire-podcast

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#CRE #CommercialRealEstate #Property