198. Charting CRE Distress from Peak to (Silicon) Valley: TreppWire Recorded LIVE at NAIOP

In a special episode of our week-in-review podcast, the team shares a live presentation we gave at NAIOP Silicon Valley’s Capital Markets event. We have a data-driven review of what’s happening to commercial real estate in the region and across the U.S. We dive into data on the recent bank turmoil, delinquencies and distress across the country, loan maturities, lease renewals, occupancy, and more. Tune in now. If you are looking for the presentation that goes along with this podcast, send an email to podcast@trepp.com. Episode Notes: - Economic update (0:23) - Silicon Valley: poised for rebirth? (4:07) - Silicon Valley challenges (8:43) - Bank data and distress (13:23) - First Republic’s collapse by the numbers (16:15) - Regional bank market share (19:40) - Delinquencies across the country (26:31) - Risk ratings (30:57) - Upcoming distress (33:44) - Loan maturities (34:59) - Sublease availability (39:43) - Occupancy and the knock-on effect (43:14) - Lease terms, renewals, and rent (47:24) - CRE stories to watch in Silicon Valley (50:00) - Shoutouts (54:02) Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp Facebook: www.facebook.com/TreppLLC