The TreppWire Podcast: A Commercial Real Estate Show

The TreppWire Podcast, A CRE Show
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4 snips
Oct 24, 2025 • 55min

359. CRE Playbook: Navigating the Shutdown, AWS Outage & AI Shifts, and Bad Bank Loans?

This week dives into the fallout from the AWS outage, exposing infrastructure risks that could affect the commercial real estate landscape. Discussions also explore the rising influence of AI, from automation's impact on jobs to how it's changing workflows. In banking news, a dramatic drop in Zions Bancorporation's valuation raises eyebrows over loan fraud allegations. Additionally, notable real estate transactions spark conversation about market trends, including a significant Dallas office sale and a sharp valuation cut for a New Hampshire mall.
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43 snips
Oct 17, 2025 • 49min

358. Beige Book Insights, CMBS Lending Leaders, Data Center Risks, Walmart’s AI Move & NYC’s Office Comeback

This week, hosts dive into the implications of a government shutdown and the heightened relevance of the Beige Book. They discuss a projected $123 billion in private-label CMBS issuance for 2025 and a worrying rise in special servicing rates. The conversation shifts to national security risks tied to concentrated data centers and Walmart's innovative collaboration with ChatGPT, reshaping retail. Finally, NYC's leasing market hits a 19-year high, showcasing a revitalized interest in premium office spaces.
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Oct 10, 2025 • 47min

357. Shutdown? Maybe in DC… CMBS Issuance Surges, Bank Consolidation, Office Recapitalization

The ongoing U.S. government shutdown raises questions about economic data release delays and potential impacts on consumer spending. Recent Fed meeting minutes show a split among policymakers on future rate changes. Exciting projections suggest 2025 might see record-high CMBS issuance since 2007. The Fifth Third acquisition of Comerica could shake up the banking landscape. Additionally, major developments like RXR's $1.45 billion office-to-residential conversion near Penn Station reflect evolving trends in commercial real estate.
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22 snips
Oct 3, 2025 • 52min

356. What This Week Means for CRE: Government Shutdown, AI’s Impact on Employees, CMBS Delinquency Rate Pulls Back, Bank Data Insights & More

This week dives into the potential economic impacts of a U.S. government shutdown on commercial real estate. The ongoing AI discussion highlights layoffs at Accenture and how companies like Citi are training employees for new roles. Plus, good news for CMBS with delinquency rates dropping slightly for the first time since February. Retail updates reveal IKEA's ambitious expansion in Manhattan and significant changes at Westfield San Francisco Centre. Also, there's a deep look at a large outlet loan moving to special servicing amid evolving market dynamics.
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17 snips
Sep 26, 2025 • 53min

355. The Markets Keep Moving: Office Bright Spots, Compass’ $1.6B Merger Reshapes Resi, Recapture Explained, & Trepp Trading Alerts

Is office space becoming a savvy investment? There's a surge in demand for high-end CBD spaces amid challenges. The discussion includes Compass’ massive $1.6 billion deal to acquire Anywhere and its potential to reshape the residential brokerage landscape. Listeners learn about 'recapture' and its implications for handing back keys. Plus, fresh trading alerts highlight activity in office loans and a noteworthy acquisition of Toll Brothers’ apartment platform. Don't miss insights into the market dynamics influencing these changes!
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24 snips
Sep 23, 2025 • 44min

354. Behind the Debt Yield Metric in Commercial Real Estate with John Barkidjija of Byline Bank

In this engaging discussion, John Barkidjija, Executive VP at Byline Bank and a seasoned expert in commercial real estate, dives into the significance of the debt yield metric, revealing why it's a vital tool in CRE analysis. He reflects on lessons gained from past market downturns like the Great Financial Crisis and how his legal background informs his innovative problem-solving. The conversation also touches on macroeconomic factors affecting the market, the implications of AI on office spaces, and evolving bank regulations. A must-listen for industry insiders!
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11 snips
Sep 19, 2025 • 51min

353. From Dot Plot to Deal Flow: Unpacking the Fed's Cut, Retail Data Stays Strong, Paramount’s $1.6B Play, Special Servicing Rates Fall

Discussion kicks off with a deep dive into the Federal Reserve's recent rate cut and its effects on commercial real estate capital markets. Strong August retail sales data raises questions about consumer trends and economic stability. On the CRE front, Rithm Capital's $1.6 billion acquisition of Paramount Group and Brookfield’s turnaround of 660 Fifth Avenue highlight major market moves. Special servicing rates are on the rise, with trading alerts revealing significant loan distress in Manhattan and drops in mall valuations, signaling potential challenges ahead.
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31 snips
Sep 12, 2025 • 48min

352. Nearly 1M Jobs Vanish, Industrial Demand Cools, Return-to-Office Mandates, D.C.'s Office-to-Resi Tax Incentives, & More

This week, a major labor market revision reveals nearly one million job losses, prompting a discussion on potential Federal Reserve interest rate cuts. Industrial real estate demand shows signs of cooling amid economic uncertainties, while companies like Paramount push return-to-office mandates. In Washington D.C., new tax incentives aim to boost office-to-residential conversion. The show also highlights notable retail property sales, showcasing continued interest in the high street and grocery sectors. Tune in for these insights and more!
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39 snips
Sep 9, 2025 • 46min

351. CMBS Loan Workouts Unfiltered with Shlomo Chopp

Shlomo Chopp, Managing Partner of Case Equity Partners, dives into the world of CMBS loan workouts and distressed properties. He shares strategic insights on navigating complex loan restructurings, emphasizing early engagement for better negotiation outcomes. Shlomo compares the flexibility of CMBS loans to traditional bank financing and discusses current market trends in distressed deals. He also tackles the challenges of the appraisal process, highlighting the importance of effective communication and data-driven decisions in today's turbulent real estate landscape.
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35 snips
Sep 5, 2025 • 48min

350. CRE's Yield Curve Conundrum, Residential Reality Check, Bank Transparency on Trial & Office Bright Spots

Dive into the world of commercial real estate as the podcast examines the intriguing yield curve dynamics and the state of residential mortgage rates. Discover how recent banking rules might impact loan transparency and hear about notable property stories, including a potentially recovering loan in Manhattan. The discussion also highlights strong office leasing trends in New York City and a surge in AI-driven demand in San Francisco. Finally, get an inside look at major multifamily transactions and insights from the life insurance mortgage market.

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