The TreppWire Podcast: A Commercial Real Estate Show cover image

The TreppWire Podcast: A Commercial Real Estate Show

Latest episodes

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Jun 15, 2024 • 51min

262. Gritty Optimism in CRE, Need for Price Discovery, & Mixed Multifamily Narratives

The podcast discusses gritty optimism in CRE, inflation headlines, and interest rate decisions. They also cover office sector stories, retail news, multifamily narratives, transactions, and mixed-use developments. Tune in for a balanced perspective on market conditions and opportunities in commercial real estate.
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Jun 8, 2024 • 53min

261. Will Fed Follow Canadian & European Rate Cuts? Foreclosures 101, Modification Insights

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
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May 31, 2024 • 57min

260. Stick to the Economic Data or Trust Your Gut?; Analyzing Loan Modification Trends

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
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May 25, 2024 • 51min

259. Surveys, Sales, Sublease, & Data Center Digest

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.
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4 snips
May 17, 2024 • 57min

258. Unpacking the Data – Hot PPI, Cool CPI; NYC Rent Stabilization; Office Special Servicing

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.
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May 9, 2024 • 46min

257. Unemployment Uptick, SLOOS Commentary, Met Gala Grumblings

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
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May 4, 2024 • 53min

255. Fed Holds Rate, Fast Food Earnings, Mixed-Use Overview, Delinquency Rundown

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
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May 2, 2024 • 25min

256. Justin Pugh's Playbook: From the NFL to CRE Success & Mentorship

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
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5 snips
Apr 26, 2024 • 1h 2min

254. Data Vault Unlocked: Modifications, Maturities, Mortgages; Property Types by the Numbers

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.
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Apr 19, 2024 • 57min

253. Powell's Reverse Pivot, Strong Mall Issuance, Property Transactions, & Appraisal Reductions

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.

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