The TreppWire Podcast: A Commercial Real Estate Show

The TreppWire Podcast, A CRE Show
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Apr 8, 2024 • 46min

251. Navigating the Evolving Mall Space with Oscar Parra of Pacific Retail Capital Partners

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
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Apr 5, 2024 • 53min

250. Stocks Slide, Distressed Chicago Multifamily Comps, Strong Industrial Transactions

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
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Mar 29, 2024 • 47min

249. Are CRE Distress & Optimism Mutually Exclusive? Green Shoots, Crabgrass, & Bank Loan Data

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.
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Mar 23, 2024 • 52min

248. 2024 Rate Cuts? Details in the Dot Plot; Joann Bankruptcy; CRE Appraisal Reductions

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
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Mar 15, 2024 • 58min

247. Warm Inflation, Cool Retail Sales, & Family Dollar Stores Being Put on Ice

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
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Mar 6, 2024 • 49min

246. Market Moves: Powell's Testimony, S&P 500's Continued Climb, Apartment Sales, & Loan Losses

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.
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9 snips
Mar 1, 2024 • 54min

245. Leaping Through Data – Macy’s, Malls, Delinquency Report, & Discounted Payoffs

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.
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Feb 22, 2024 • 38min

244. Office Valuations, Malls Not out of the Woods?, AI Question Marks for CRE

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.
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Feb 16, 2024 • 52min

243. Extend &… Pretend, Profit or Peril? Office Environment; Lodging Maturities; Property News

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
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Feb 9, 2024 • 49min

242. CRE & Bank Turmoil Strikes Mainstream Media Chord; Surveys, Sales, & Shout outs

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

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