The TreppWire Podcast: A Commercial Real Estate Show cover image

The TreppWire Podcast: A Commercial Real Estate Show

Latest episodes

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Apr 4, 2025 • 51min

319. Liberation or Uncertainty? Tariff News, CMBS Delinquencies Back Up, & CRE CLO Issuance

Discover the economic impact of recent tariff announcements and their ripple effects on commercial real estate. Hear about Microsoft’s pullback on data centers and SimonCRE’s ambitious retail plans. Explore rising CMBS delinquency numbers by property type and a major $1.1 billion CRE CLO deal by TPG RE Finance Trust. Learn about notable office transactions and industrial acquisitions in Florida and Washington amidst evolving market dynamics. Plus, get details on an upcoming conference for networking and education in the industry.
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33 snips
Mar 28, 2025 • 53min

318. Perturbative Data: Consumer Confidence Slides, More Government Cuts, Park Ave's Persistent Premium, & Multifamily Price Points

The podcast dives into the latest economic indicators revealing a split in manufacturing and services sectors. It discusses the drop in consumer confidence and its impact on housing affordability, alongside Cuomo's shifting stance on rent reforms as he vies for mayor. The show highlights significant developments on NYC's Park Avenue, spearheaded by JPMorgan, and examines the strict foreclosure processes affecting an office property in Stamford, CT. Key insights into Dollar Tree's sale of Family Dollar and multifamily market trends round out this engaging discussion.
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10 snips
Mar 25, 2025 • 36min

317. From the Top: CEO Annemarie DiCola on Trepp's Evolution from CMBS Pioneer to CRE Data Leader

Annemarie DiCola, CEO of Trepp and a seasoned expert in structured finance, shares her inspiring journey from commercial real estate attorney to industry leader. She dives into Trepp's pivotal role in standardizing the CMBS market and how the firm supported financial institutions through the Great Financial Crisis. Annemarie discusses current trends in the office sector and the significance of understanding maturities and delinquencies. She also offers invaluable career insights and leadership lessons for professionals navigating challenging market dynamics.
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35 snips
Mar 21, 2025 • 59min

316. March CRE Madness: Transitory Bounce, Retail Rebound, FOMC Meeting & Trading Alerts

The latest discussion dives into the Fed's decision to maintain interest rates, reviving the term 'transitory' amid economic uncertainty. Retail sales show an uptick, but the sector still faces challenges driven by a potential economic slowdown. Florida's proposal to eliminate property taxes adds an intriguing twist to the housing market. Significant value drops in Midtown retail properties are highlighted, and Wayfair's pivot to physical stores is worth noting. The celebration of five years of insights wraps up the conversation with reflections on market evolution.
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7 snips
Mar 18, 2025 • 33min

315. The Business of Talent & Leadership in CRE: A Conversation with Bill Ferguson

Bill Ferguson, Co-Chairman and CEO of Ferguson Partners, shares his wealth of experience in talent management within the commercial real estate sector. He discusses navigating market downturns and the evolving leadership dynamics shaped by recent economic shifts. Ferguson highlights the importance of mentorship and philanthropy, emphasizing his commitment to inspiring the next generation of diverse real estate leaders. His insights on resilience and strategic adaptability offer a roadmap for aspiring professionals seeking success in a challenging environment.
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11 snips
Mar 14, 2025 • 42min

314. The Ides of March: Retail Concerns, CMBS Issuance Update, Housing Trends & Special Servicing Moves

This discussion dives deep into the recent decline in consumer spending and its ripple effects on the commercial real estate market. Experts analyze fresh CMBS issuance numbers and explore preferences between renting and buying. The NYC office market shows signs of rejuvenation with Amazon's Manhattan lease and Blackstone's investments. Retail challenges continue as loans shift to special servicing, but there are glimmers of hope with new transactions emerging. Multifamily real estate also garners attention with significant acquisitions shaping the landscape.
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18 snips
Mar 7, 2025 • 49min

313. Tariffs, Terminations, and...Trepidation? DOGE Plays Hide & Seek, Monthly Delinquency, & Anticipatory Value Deep Dive

The hosts tackle the latest economic issues like inflation and tariffs, exploring their effects on commercial real estate. They dive into GSA office property data and the impact of trade wars on the industrial market. A fascinating discussion on anticipatory value offers insights into property investments. The delinquency report shows signs of improvement, while notable stories from retail and mixed-use properties reveal challenges and opportunities. Listeners gain a fresh perspective on the evolving landscape of commercial real estate.
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15 snips
Mar 4, 2025 • 31min

312. Behind the Acquisition: Trimont’s Big Move in Commercial Mortgage Servicing with Bill Sexton, CEO

Bill Sexton, CEO of Trimont and former President for Europe, shares insights on Trimont's groundbreaking acquisition of Wells Fargo’s commercial mortgage servicing business. This move positions Trimont as the largest loan servicer in the U.S., reshaping the competitive landscape. Bill discusses the strategic benefits of the deal, the role of AI and technology in loan servicing, and the importance of cultural integration amid expansion. He also explores the future of commercial real estate alongside emerging opportunities in finance.
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36 snips
Feb 28, 2025 • 49min

311. Mixed Signals & More Turbulence: Consumer Confidence Drops, Opportunistic CRE Deals, Data Center Signs, Valuation Trading Alerts

Delve into the latest economic indicators revealing a worrying drop in consumer confidence. Discover how new tariffs are shaking up market stability and driving valuation reductions in key sectors like retail and office space. Learn about high-stakes commercial real estate deals, including Apollo's acquisition of Bridge Investment Group. Explore the ripple effects of Microsoft's shift in datacenter leasing and a surge of activity in the U.S. industrial sector. The complexities of appraisal values and market dynamics are also on the table!
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26 snips
Feb 25, 2025 • 28min

310. Bullish on CRE? "America's Commercial Real Estate Show" Host Michael Bull Tells All

Michael Bull, Founder and CEO of Bull Realty, brings over 35 years of experience in commercial real estate to the table. He reflects on his journey from leasing apartments to overseeing a successful brokerage. Michael emphasizes integrity and quality service as key to thriving through market cycles. He predicts that the current office market could turn into 'the buy of the decade,' despite challenges. Plus, he shares insights from hosting America's Commercial Real Estate Show for 14 years, enhancing his expertise and networking.

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