The TreppWire Podcast: A Commercial Real Estate Show

The TreppWire Podcast, A CRE Show
The TreppWire Podcast: A Commercial Real Estate 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.

  1. 295. City of Yes, Merger of Kroger & Albertsons No, Macy's Real Estate Portfolio, & Notable Property Stories

    قبل ٦ أيام

    295. City of Yes, Merger of Kroger & Albertsons No, Macy's Real Estate Portfolio, & Notable Property Stories

    In this week's episode of The TreppWire Podcast, we discuss the latest CPI reading, expected Fed interest rate cut, nonfarm payrolls, and the City of Yes zoning reform plan that was approved by the New York City Council this week. In commercial real estate news, we examine the latest talks of spinning off Macy’s real estate portfolio and the Kroger and Albertsons merger that turned into a lawsuit.  We also examine several office stories, including a residential conversion, large lease renewal and acquisitions and appraisal value reductions. In multifamily we talk about a student-housing acquisition and a few special servicing transfers and value reductions. Tune in now.    Episode Notes: - Economic Update: latest CPI reading, expected Fed rate cut, Macy’s real estate portfolio, Kroger-Albertson’s merger turned lawsuit, nonfarm payrolls (00:23) - Wall Street firms, AvalonBay Communities, a multifamily REIT, buying or developing single-family homes (13:19) - City of Yes Zoning Reform Plan Approved by City Council (19:29) - Office stories: residential conversion, acquisitions, lease renewal and appraisal value reductions (26:44) - Multifamily: student-housing acquisition & special servicing transfers (38:32) - Lodging: value reduction of a Portland hotel (44:13) - Programming Notes (46:36) - Shoutouts (48:36)   Please take our listener feedback survey: www.surveymonkey.com/r/BMPXLHG    Questions or comments? Contact us at podcast@trepp.com.  Follow Trepp:  X: www.x.com/TreppWire LinkedIn: www.linkedin.com/company/trepp

    ٥٢ من الدقائق
  2. 293. Soft Landing or Hard Truth? Billion-Dollar Deals, Double-Digit Office Delinquencies & More

    ٥ جمادى الآخرة

    293. Soft Landing or Hard Truth? Billion-Dollar Deals, Double-Digit Office Delinquencies & More

    This episode is sponsored by EisnerAmper. In this week's episode of The TreppWire Podcast, we unpack recent economic, manufacturing PMI, and job data to debate if it is an indication that we’re sticking the soft landing or a false narrative. We discuss the billion- dollar commercial real estate (CRE) headlines of the week from Valley National Bank and Deutsche Bank, as well as a $1 billion venture to identify and support office-to-residential projects. We dive into Trepp’s CMBS Delinquency Report, with the office delinquency rate surpassing 10% in November. We close the episode with credit and transaction stories, including Burlington opening 100 net new stores in 2025, large acquisitions, and a retail and parking loan sent to special servicing. Tune in now.   Episode Notes  - Economic Update (0:56) - Valley National Bank $1B CRE Loans Sale (7:56) - Deustche Bank Sale of $1 Billion CRE Loan Portfolio (10:11) - Office-to-residential Projects Fund (13:42) - Trepp CMBS Delinquencies (19:02) - Burlington Opening 100 New Stores in 2025 (31:15) - Spinoso Real Estate Group Purchasing White Marsh Mall (25:27) - Seattle Retail and Parking Loan Sent to Special Servicing (33:50) - $79.5 Million Central Park of Lisle Loan Lowered (35:41) - $48.2 Million Cedar Crest Professional Park Loan Slashed (37:50) - Hotel Purchased in Chelsea NYC (40:31) - $82 Million Apartment Sale in Tampa (43:52) - Programming Notes (45:28) - Shoutouts (47:40) Please take our listener feedback survey: www.surveymonkey.com/r/BMPXLHG  Questions or comments? Contact us at podcast@trepp.com.    Follow Trepp:  X: www.x.com/TreppWire LinkedIn: www.linkedin.com/company/trepp

    ٥٤ من الدقائق
  3. 292. Carving up the Market: Consumer Confidence, Retail Performance Rundown, Bifurcated Office Stories, & Industrial Sales

    ٢٥ جمادى الأولى

    292. Carving up the Market: Consumer Confidence, Retail Performance Rundown, Bifurcated Office Stories, & Industrial Sales

    In this week's episode of The TreppWire Podcast, we break down the latest consumer confidence and retail earnings data to understand “the tale of two consumers.” We talk Walmart vs. Target, more tariff talks, and examine the ‘largest’ stories all coming from Blackstone. We also break down several large retail loan changes, discuss the bifurcation seen across office headlines, and share transactions in multifamily and industrial. Happy Thanksgiving to all our listeners! Tune in now.      Episode Notes   Economic Update (0:23)   Consumer Confidence and The Tale of Two Consumers (1:38)  Home sales and home prices (4:35)  Target vs. Walmart Earnings and Store Performance (8:24)  Tariffs and Impact on Retail (13:40)  Retail stories: Blackstone Soho Purchase (17:05)  Rimrock Mall Loan Resolved with a Loss (19:05)  Riverside Park Mall Loan to Special Servicing (23:11)  Retail Transactions (26:23)  Office News: Tishman Speyer Closing $3B CMBS Refi (30:36)  SL Green Buying Park Avenue Office Condo for $130M (34:17)  $400M Bank of America Plaza Loan Value Slashed by Nearly 70% (37:17)  1515 Broadway Loan Gets Three-Year Term Extension (42:09)  Transactions: Multifamily and Industrial (45:45)  Programming Notes (49:06)   Shoutouts (50:23)      Please take our listener feedback survey: www.surveymonkey.com/r/BMPXLHG      Questions or comments? Contact us at podcast@trepp.com.      Follow Trepp:   X: www.x.com/TreppWire   LinkedIn: www.linkedin.com/company/trepp

    ٥٥ من الدقائق
  4. 291. Bobbing & Weaving: Blackstone Bets, Broker Fees Banned, Mayweather's Office Play, SASB Credit Stories

    ٢٠ جمادى الأولى

    291. Bobbing & Weaving: Blackstone Bets, Broker Fees Banned, Mayweather's Office Play, SASB Credit Stories

    In this week's episode of The TreppWire Podcast, we discuss whether the Fed is going to cut rates in December, the potential implications of Trump tariff talks, and the news of NYC banning tenant-paid broker fees. We talk through Blackstone striking a deal to buy Jersey Mike’s, Floyd Mayweather Jr. swinging on an office investment, and other celebrities entering the commercial real estate space. We share several large trading alerts from the week, including a few single-asset, single-borrower (SASB) credit stories.  Tune in now. Episode Notes: - Economic Update (0:23) - NYC Ban on Tenant-paid Broker Fees (7:38) - Floyd Mayweather Jr. Buys Office Portfolio (12:25) - Manhattan Office Trading Alerts: 500 Fifth & 5 Penn Plaza (15:26)  - Minneapolis Park Place East & West Loan Transferred to Special Servicing (21:01) - San Francisco Office (23:41) - Restaurants & Retail CRE (29:11) - Santa Monica Loan Received Large Appraisal Reduction (26:27) - Multifamily Trading Alerts & Transactions (39:43) - Mixed-Use Stories, John Mayer, McG to Buy Jim Henson Lot in Hollywood (46:13) - SL Green Values One Vanderbilt at $4.7B (50:28) - Programming Notes (51:12) - Shoutouts (52:22)   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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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.

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