The TreppWire Podcast: A Commercial Real Estate Show Trepp

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)


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Questions or comments? Contact us at podcast@trepp.com.

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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)

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Questions or comments? Contact us at podcast@trepp.com.

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In this week's episode, we break down surveys (a recent poll that revealed 55% of respondents believe the US economy is shrinking), sales transactions in the multifamily and industrial spaces, and an office sublease story. We also provide a data center digest, sharing some data points to note. We hope our listeners have a great long Memorial Day weekend!

Episode Notes:
Recession or resilience? (0:23)
Starwood’s SREI struggling to fulfill redemptions (7:00)
Banks leading five days a week in the office (8:36)
Higher-for-longer narrative reinforced (10:10)
Junk bond inflows (12:50)
Strong appetite for data centers (14:29)
$1.7 billion office portfolio loan modification (23:32)
Office headlines (28:45)
Mixed-use news (31:35)
Industrial (35:40)
Multifamily (43.15)
Shoutouts (46:50)

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Questions or comments? Contact us at podcast@trepp.com.

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In this week's episode, we unpack the market movers: a hot Producer Price Index (PPI) and a Consumer Price Index (CPI) that came in cooler than expected. We also dive into the latest REIT earnings and the ongoing debate surrounding NYC rent stabilization. Plus, the team break down two major office loans that transferred to special servicing, along with the latest news across property types. Tune in now.

Episode Notes:
- Economic update: PPI and CPI (0:48)
- Retail sales flat in April (7:02)
- REIT earnings (9:51)
- Office headlines (16:12)
- Rent stabilization and community housing (32:36)
- Multifamily sales (40:35)
- Oklahoma hotel portfolio transfers to special servicing (43:46)
- Industrial stories (48)
- Shoutouts (50;24)

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Questions or comments? Contact us at podcast@trepp.com.

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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)

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Questions or comments? Contact us at podcast@trepp.com.

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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