The TreppWire Podcast: A Commercial Real Estate Show cover image

The TreppWire Podcast: A Commercial Real Estate Show

Latest episodes

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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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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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Apr 12, 2024 • 52min

252. From 6 to 3, to Higher for Longer, to Later & Less; $2.00/sf Office Sale?; CRE Market Review

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.
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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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