The TreppWire Podcast: A Commercial Real Estate Show

After the Fed meeting this week and signs that there will be interest rate cuts in 2024, we ask ourselves if the 'devil is in the Fed Dot Plot'. In this week's episode of The TreppWire Podcast, we also analyze housing starts, Joann fabric's bankruptcy filing, stories of value reductions for malls, San Francisco's latest sublease space, and several multifamily, lodging, and industrial stories. Tune in now. Episode Notes: - Economic update: Fed meeting (0:23) - Housing starts (8:31) - FDIC disposition of SVB loans (12:00) - Retail transactions (15:01) - Joann fabric bankruptcy (16:03) - Retail CRE news (19:55) - Office stories (32:07) - Multifamily transactions (37:38) - Lodging news (40:41) - Industrial (43:59) - Shoutouts (48:08) 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 of The TreppWire Podcast, we break down the economic headlines along with the news of Family Dollar closing 1,000 stores. We also dig into retail and multifamily transactions, crab grass + a potential mixed-green for office, and more in lodging and industrial. Tune in now. Episode Notes: - Economic update (0:23) - Dollar Tree closures/ Family Dollar news (2:22) - Cash-in mall refi (10:32) - Retail transactions (15:01) - Office news (16:44) - Multifamily sales and financing (30:43) - Lodging news (36:31) - Industrial (44:22) - Shoutouts (47:58) 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 discusses Fed Chair Powell's testimony, CMBS loan losses, office crabgrass, and retail green shoots in the commercial real estate market. Insights on apartment sales, ADP, JOLTS, NYCB's capital injection, and S&P 500's record climb are also covered.

This podcast covers topics like Macy's store closures impacting CMBS loans, REIT earnings, office valuation reductions, discounted payoffs, industrial property purchases, and vintage muscle car restoration enthusiasm.

This podcast covers office valuations, the ongoing struggles of malls, multifamily transactions, news for the retail, lodging, and industrial sectors. Topics include new office transactions in Seattle, office value decline in Chicago, whether malls are out of the woods, recent retail property sales, lodging updates, and an industrial property sale.

Explore 'extend and pretend' strategy, lodging distress signs, office environment analysis. Dive into hotel sale, multifamily stories, retail news, industrial sale. Learn about office restructure, loan modification. Full of commercial property insights

This week, anyone outside of CRE may have thought markets were improving. But one quick search reveals that mainstream media is now all over what we’ve been talking about for many months. In this episode of The TreppWire Podcast, we break down the headlines, while also sharing industrial transaction stories and news for office, retail, multifamily and hotel properties. Tune in now. Episode Notes: - Economic update (0:23) - CMBS loan losses (7:01) - Industrial sales (10:41) - Office (16:46) - Retail news (28:33) - Multifamily stories (33:07) - Shoutouts (41:36) 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 Facebook: www.facebook.com/TreppLLC

Two market experts, Danielle DiMartino Booth and Dan McNamara, join the podcast to discuss recent events in the market. Topics covered include layoffs and job numbers, CMBS issuance, increasing recession fears, maturity walls, faltering CRE fundamentals, and where to put capital to work. They also dive into the high vacancy rates in the Texas office sector and opportunities in the debt side of commercial real estate. Tune in for valuable insights.

In this episode of The TreppWire Podcast, we review the latest economic data points and whether what we're seeing is contributing to the "immaculate disinflation" narrative. In CRE, we break down multifamily stories, transactions across the country for retail and hotel properties, and share office stories that touch CMBS. We also dig in to our office operating expense report. Tune in. Episode Notes: - Economic update (0:23) - Retail sales (8:51) - Multifamily stories (15:24) - Office property expenses (24:00) - Office headlines (27:55) - Lodging transactions (41:48) - Shoutouts (47:06) 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 Facebook: www.facebook.com/TreppLLC

This week, we saw positive retail sales numbers and jobless claims at the lowest level in over a year, but we also saw bank earnings decline. In this episode, we dive into the mixed-bag of macroeconomic news and data, and what it means for CRE. We share multifamily transactions across the country, news about office loans heading to special servicing, and a few updates on retail. Tune in. Episode Notes: - Economic update (0:23) - Bank earnings (11:58) - Multifamily transactions (15:12) - Office valuations, moves to special servicing (21:34) - Retail news (37:16) - Shoutouts (40:04) 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 Facebook: www.facebook.com/TreppLLC