The TreppWire Podcast: A Commercial Real Estate Show

This podcast unpacks market data like hot PPI and cool CPI, NYC rent stabilization debate, REIT earnings, special servicing for office loans, and latest news across property types. Learn about economic updates, retail sales trends, multifamily sales, and industrial stories. Dive into Oklahoma hotel portfolio in special servicing, industrial property transactions, and community appreciation in commercial real estate.

In this week's episode of The TreppWire Podcast, we analyze the latest Senior Loan Officer Opinion Survey (SLOOS) as banks clamp down on CRE lending across the board. We dissect the latest jobs report and its impact on the market as well as the latest stories across property types. The team also shares their takes on the Met Gala's fashion hits and misses. Tune in now. Episode Notes: - SLOOS commentary (2:44) - Jobs market and unemployment data (6:35) - We don't talk about rate hikes... (9:26) - Major hospital bankruptcy (11:26) - Office stories (14:06) - Multifamily headlines (22:54) - Hotel sales (32:59) - Retail outlet loan extension (36:34) - Industrial transaction (38:06) - Shoutouts (41:56) Please take our listener feedback survey: www.surveymonkey.com/r/BMPXLHG Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp

In this week's episode, we break down if anything will really change for the commercial real estate markets following the Fed’s rate decision. We also dive into retail earnings, and specifically discuss some of the latest news for fast food chains. We share our latest CMBS delinquency rates and discuss what a negative headline means in the very dynamic world of CRE. Then, we run through stories for mixed-use, office, retail, industrial, and multifamily. Tune in now. Episode Notes: - Fed meeting, economic update - impact on CRE (0:23) - Retail earnings: fast food (9:40) - CMBS delinquency rates (15:55) - Office stories (19:00) - Mixed-use overview (25:01) - Multifamily stories (36:35) - Retail headlines (40:12) - Industrial (42:58) - Lodging (45:27) - Shoutouts (46:10) Please take our listener feedback survey: www.surveymonkey.com/r/BMPXLHG Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp

In this special guest episode of The TreppWire Podcast, we are joined by NFL offensive lineman for the New York Giants and savvy real estate investor, Justin Pugh. Justin talks us through his journey in the NFL and offers insights into the reality of professional football. He also dives deep into his transition into the real estate space with a touchdown on his passion for mentoring those with future aspirations to succeed in the industry. Tune in now. Episode Notes: - Journey to the NFL (1:20) - Why real estate? (4:27) - Juggling plays and textbooks (7:48) - Financial reality of being in the NFL (12:00) - Mentoring in the real estate space (13:48) - Building a brand through social media (16:58) - Trial by fire in real estate development (20:21) Please take our listener feedback survey: www.surveymonkey.com/r/BMPXLHG Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp

This podcast delves into topics like extend and pretend practices in real estate, the link between interest rates and property values, risk pricing in CRE, challenges in multifamily markets, growth of the US commercial mortgage universe, office property outlooks, and the significance of debt yield metrics in underwriting.

This podcast episode discusses Fed Chair Powell's pivot, a $1.5B multifamily loan transfer, new CMBS issuance, property transactions, and appraisal reductions in CRE market. It also covers bank earnings, multifamily sales, retail new issuance, and shoutouts to listeners. Tune in for insights on economic updates, sales transactions, and more.

The podcast discusses the latest inflation report and market reactions. Highlights include Blackstone's $10 billion multifamily acquisition, a $2.00/square foot office sale in St. Louis, and insights on retail, lodging, and industrial real estate. Tune in for economic updates, office stories, and CRE market reviews.

In this special guest episode of The TreppWire Podcast, Oscar Parra, CFO of Pacific Retail Capital Partners, joins the team to share a deep dive into the shopping mall asset class. Oscar reveals how to identify opportunities and navigate challenges within the evolving mall space. Oscar breaks down some recent transactions and shares the details of a $2.5 billion mall redevelopment. Tune in now. Episode Notes: Background (0:58) Position in the enclosed mall space (4:16) Identifying opportunities and navigating challenges (6:35) Mixed-use malls? (12:25) Breaking down mall acquisitions (19:26) Managing municipalities (27:14) Breaking down a mall sale (35:46) $2.5 billion mall redevelopment (39:36) Please take our listener feedback survey: www.surveymonkey.com/r/BMPXLHG Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp

In this episode, we delve into the market downturn that kicked off Q2—is it a mere correction or indicative of deeper underlying issues? In CRE, we share our latest CMBS delinquency rates and loan loss figures, then dive into distressed Chicago multifamily comps, and notable industrial property sales. Tune in now. Episode Notes: - Economic update: stocks slide, market correction? (0:23) - CMBS delinquency rates (5:03) - Multifamily comps (11:54) - Office stories (20:45) - Office crabgrass (27:36) - Industrial transactions (35:55) - Hotel sale (40:29) - Shoutouts (42:34) Please take our listener feedback survey: www.surveymonkey.com/r/BMPXLHG Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp

This podcast delves into the challenges of distress in commercial real estate, alongside positive economic signals. They discuss illiquidity in CRE, bank loan data, retail, multifamily, and office distress. Also covered are green shoots in office loans, industrial transactions, and lodging. A lighthearted segment on baseball and fan optimism wraps up the episode.