The TreppWire Podcast: A Commercial Real Estate Show
The TreppWire Podcast, A CRE Show
Leveraging Trepp’s market expertise and proprietary data sets, The TreppWire Podcast enables listeners to stay up-to-date on all things commercial real estate, structured finance and banking.
Featuring Trepp subject matter experts and guests from across the industry, the weekly podcast explores how recent events have impacted both the markets and the daily lives of market participants.
Questions or comments? Please contact us at podcast@trepp.com.
Featuring Trepp subject matter experts and guests from across the industry, the weekly podcast explores how recent events have impacted both the markets and the daily lives of market participants.
Questions or comments? Please contact us at podcast@trepp.com.
Episodes
Mentioned books
Apr 1, 2020 • 33min
2. Forecasting Retail and Lodging Performance, The "Big Short" against CMBX 6, Hidden Risks in CRE
In this week's episode, Manus Clancy, Senior Managing Director at Trepp, and Joe McBride, Head of CRE Finance at Trepp, discuss the challenges of forecasting retail and lodging performance, the "Big Short" against CMBX 6, hidden risks in CRE, and everything else newsworthy from the last week.
Episode Notes:
How is the stimulus bill going to move the market? (0:38)
How is all of this affecting the CMBS market? (4:51)
Forecasting the impact to retail and lodging (7:14)
Carl Icahn's "Big Short" against CMBX 6 retail loans (12:09)
How long until the remittance reports reflect the downturn? (17:44)
The Fed revived the 2008 TALF program – what were the learnings from the first iteration of TALF? (20:58)
Where is the hidden risk in CRE right now? (25:03)
What we should be watching in the CLO markets (28:43)
When will we return to the office? (30:40)
Mar 25, 2020 • 25min
1. What Happened This Week? The Impact of COVID-19 on CRE, CMBS and CLOs
In this week's episode, Manus Clancy, Senior Managing Director at Trepp, and Joe McBride, Head of CRE Finance at Trepp, discuss the impact of COVID-19 on different aspects of the CRE, CMBS and CLO markets.
Episode Notes:
The Big Picture: What’s at Stake in CRE? (0:41)
The Impact of COVID-19 on Hotels (4:49)
The COVID-19 crisis compared to the 2008 financial crisis (9:53)
What’s going on in the world of CMBS? (15:35)
Why CLOs are more at-risk (17:34)
Potential long-term effects on CRE (19:01)
