The TreppWire Podcast: A Commercial Real Estate Show

In a special episode, we welcome back our global Trepp team to provide an update on the state of the structured finance markets around the world. We dive into our takeaways from two recent conferences, Global ABS 2022 and Structured Finance Vegas 2022. We also talk about the latest news in CRE, CMBS, and corporate CLOs. European market update(0:28) Conference vibe check: Global ABS and SFVegas (3:45) Broad CRE update (7:02) CMBS market news (12:55) Corporate CLO market sentiment and data (16:04) Investor sentiment (18:20) Closing (22:54) Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp-llc Facebook: www.facebook.com/TreppLLC

In this week’s episode, we welcome Research Director, Stephen Buschbom as we run through positive economic news, strong REIT earnings, and a new SAT word for Trepp’s 150th episode of the podcast. We also dive into our rent growth and CPI analysis, discuss the latest in office transactions, and touch on what is happening in the CMBS market in terms of issuance and delinquencies. Listen here. Episode Notes: • Positive macro update (0:24) • Travel-related earnings (8:27) • REIT Earnings (11:58) • Office transactions (18:35) • Multifamily REITs (23:36) • Rent CPI analysis (30:19) • CMBS delinquencies (34:47) • CRE Sentiment preview (39:32) • Shoutouts (41:51) Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp-llc Facebook: www.facebook.com/TreppLLC

In this week’s episode, we discuss the latest economic news, inflation numbers, retail earnings, and what this all means for commercial real estate fundamentals. We review recent office sales and leases, give an update on the industrial market, and dive into multifamily cap rates. Listen here. Take our CRE Sentiment Survey here: https://www.surveymonkey.com/r/trepp-2022-sentiment-survey Episode Notes: • CPI, GDP, Consumer Spending, and more (0:22) • Retail earnings and their impact (6:29) • Office sales (14:05) • Office leases (27:35) • Disaster vs. correction in the market (32:09) • Industrial news (38:54) • Multifamily stories (46:34) • Cap rates (49:01) • Shoutouts (53:05) Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp-llc Facebook: www.facebook.com/TreppLLC

In this week’s episode, the team dives into economic data to digest. While recent earnings and geopolitical news helped ease frayed nerves in the market, residential issues are looming. We also dive into retail green shoots and sales transactions, news for the hotel sector, and positive and negative stories for office. Listen here. Episode Notes: Economic data to digest (0:22) Brian Bailey, CRE Subject Matter Expert @ Atlanta Fed (14:21) Retail green shoots (16:08) Retail sales transactions (23:00) Office stories (27:30) Hotel sector update (37:39) Shoutouts (42:47) Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp-llc Facebook: www.facebook.com/TreppLLC

After a rough week, The TreppWire Podcast team tries to separate the real collateral damage from the noise. In this episode, we see deals drying up and crabgrass everywhere. We start by diving into the latest market sentiment, touch on bank earnings and what our team projected ahead of the reports, and then examine the news to watch across the property types. Listen here. Episode Notes: - Has the economic tide turned?(0:23) - Market sentiment (8:07) - Bank earnings projections (25:53) - Layoffs and restructuring (28:00) - Crabby crabgrass for office (31:28) - Office green shoots (38:07) - Durst fills vacancies (40:43) - Starbucks closing due to crime (42:00) - Green shoots in retail (44:48) - Multifamily (46:43) - Shoutouts (47:31) Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp-llc Facebook: www.facebook.com/TreppLLC

The market is on recession watch; are they making heads or tails of recent news? In this week’s episode, we ponder if commercial real estate will muddle through. We discuss Trepp’s latest CMBS delinquency report, noting an increase that could be a blip or a turning point in the recovery. We also dive into several office, retail, and hotel green shoot and crabgrass stories. Tune in now. Episode Notes: • Investors on recession watch (0:23) • CMBS delinquency report (7:28) • Office vacancies (12:07) • Crabgrass for office (16:31) • Office positives (20:23) • Retail update (27:50) • Mall stories (30:37) • Hotel mixed-green (32:49) • Shoutouts (35:14) Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp-llc Facebook: www.facebook.com/TreppLLC

Get your whiteboards out. In this week’s episode, we give a half-year 2022 commercial real estate scorecard, providing an overview of where the market is and where it could be going. In office, it was a good week for transactions and lease renewals. We also discuss the latest bank loan delinquency and origination data. Listen now. Episode Notes: Economic outlook, markets looking for direction (0:25) Layoff news and the impact (9:21) First half-2022 recap and CRE scorecard (13:33) CMBS and CMBX spreads YoY comparison (17:13) Glass half-full case for the market (23:35) Bank loan delinquency and origination data (36:28) Office transactions and renewals (38:41) Hotel green shoots (43:24) Shoutouts (47:05) Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp-llc Facebook: www.facebook.com/TreppLLC

In this week's episode, we discuss the five pillars that make up commercial real estate, comparing office health to what we have seen in the past for the retail market. We also talk through the latest green shoot and crabgrass headlines for both sectors. Then, looking at the multifamily market, we give an overview of the events that could pose potential risks for the market in the future. Tune in now. Episode Notes: • Market news (0:24) • Retail green shoots (9:42) • Office: impact of layoffs, rescinded offers(16:43) • Green shoots in the office market (21:33) • 5 pillars that make up CRE (24:01) • Crabgrass headlines (30:48) • Multifamily: rent stabilization (34:39) • Apartment conversions (36:15) • Deal of the week (38:02) • Shoutouts (45:38) Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp-llc Facebook: www.facebook.com/TreppLLC

In this week's episode of The TreppWire Podcast, the team unpacks the Fed's rate-hike decision and shares key takeaways from CREFC's conference in NYC. We highlight changes in cap rates, upcoming CMBS maturities, and the current market sentiment. Lastly, we dive into retail, office, and mall news before discussing Father’s Day plans. Episode Notes: Market Updates (00:49) Lenders and borrowers (9:47) CREFC Round-up (14:55) Consumer Sentiment (28:14) Greenshoots (37:14) Crabgrass (42:01) Deal of the Week (44:18)Shoutouts (45:44)

In this week's episode of The TreppWire Podcast, we dive into the latest on inflation, as we await the consumer inflation numbers that come out Friday morning. We also dive into some office crabgrass and greenshoots and we're bringing back the "deal of the week." We then touch on hotel stories and some retail alerts. Tune in now.