The TreppWire Podcast: A Commercial Real Estate Show

This week dives into Blackstone's surprising dividend cut and stronger-than-expected GDP figures. It examines the complexities of SASB bonds tied to delinquent office loans and scrutinizes banks' exposure to office properties. Multifamily origination trends reveal rising deal volumes for smaller properties. The discussion also touches on recent appraisal reductions and loans transitioning to special servicing, stirring insights on the broader commercial real estate landscape.

The podcast discusses the implications of latest CMBS data, the largest CRE loan sale, and rent control regulations. They analyze economic challenges, trends across regions, and updates on CMBS and commercial real estate markets. The episode also covers President Biden's rent control proposal and provides insights on market updates, shout outs, and balloon maturity defaults explanation.

In this week's episode, we give a temperature check on the CRE market, as we cover bank stress testing, buying opportunities from dry powder, the latest CPI data, and new originations. We also share some big office lease stories, a bank earnings preview, an update on short-term rentals, multifamily and office loan-to-value data, and mall loan stories. And, we cover 7-Eleven's CMBS exposure, in honor of recording on 7/11. Tune in now. Episode Notes: - 7-Eleven (0:23) - Macro update: CPI and the Fed (3:35) - Buying opportunity in CRE: maturities and dry powder (8:09) - Big office leases (12:01) - Lease renewals (16:32) - Bank Earnings preview (19:05) - CMBS issuance and new originations (25:10) - Multifamily and office LTV (27:48) - Short-term rentals (30:07) - Mall tenants downsizing and loan extensions (38:50) - Shoutouts (44:06) 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

This podcast delves into the impact of economic trends on commercial real estate, including building permits, insurance costs, fund redemptions, and regional bank fundraises. They also discuss hotel valuations, office delinquencies, and multifamily transactions. Tune in for a deep dive into the latest data and trends in the CRE market.

This podcast dives into Blackstone's $65 billion dry powder commitment, malls transforming into minicities, banks selling NPLs, CRE loan performance data, office auctions, and SASB market updates, offering insights on real estate investments and market trends.

This podcast episode covers consumer spending trends, Sunbelt multifamily data, life insurance commercial mortgage returns, a decrease in ground lease office valuation, and industrial sales transactions. The hosts also discuss the impact of economic indicators on real estate markets, challenges in affordable housing development, and recent property transactions in different sectors.

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.

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

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

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.