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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