The TreppWire Podcast: A Commercial Real Estate Show

This week, some of the biggest headlines came from overseas. In this episode of The TreppWire Podcast, we discuss if any moves by Canada and Europe will change anything for the Fed. We also put our professor hats on to provide some insight into delinquencies, foreclosures, modifications, and more. Stick around as we break down the stories we're tracking in office, retail, lodging, and mixed-use. Tune in now. This episode is sponsored by Marketplace: https://rimarketplace.com/?utm_source=credirect&utm_medium=podcast_paid&utm_campaign=june2024 Episode Notes: - Interest rates around the globe (0:23) - Informational technology outflows, Dollar Tree news, American dividend earnings (4:50) - CMBS delinquencies decline? (8:26) - CRE loan losses (11:54) - Office stories (15:27) - Foreclosures 101 (24:19) - Retail news (29:53) - Modification deep dive (33:20) - Mixed-use appraisal (43:37) - Shoutouts (45:15) 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 tackle a mixed bag of data as Treasury Yields rise. As we approach new theses week over week, do you stick to the data or trust your gut? We also unpack our latest loan modification trends report, dive into the upcoming volume of office loan maturities, and explore recent transaction and CMBS stories across property types. Tune in now. This episode is sponsored by AEI Consultants: https://aeiconsultants.com/ Episode Notes: - Economic update: Treasury yields pushed higher (0:23) - Consumer confidence reading (6:48) - Loan modification trends (9:05) - Maturing office loans (13:10) - Office stories (21:55) - Retail news (32:31) - Lodging (39:50) - Multifamily transactions (43:39) - Industrial sale (46:30) - Shoutouts (47:42) 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

The podcast discusses a recent poll revealing 55% believe the US economy is shrinking, sales transactions in multifamily and industrial spaces, an office sublease story, data center digest, and a $1.7 billion office portfolio loan modification. Additionally, it explores consumer spending impact on real estate dynamics, data center valuations in Virginia, and transactions in the multifamily market.

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.