The TreppWire Podcast: A Commercial Real Estate Show 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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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)
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Questions or comments? Contact us at podcast@trepp.com.
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Twitter: www.twitter.com/TreppWire
LinkedIn: www.linkedin.com/company/trepp -
246. Market Moves: Powell's Testimony, S&P 500's Continued Climb, Apartment Sales, & Loan Losses
This week, we've had no lack of news including ADP, JOLTS, NYCB’s $1 billion-plus capital injection, and Fed Chair Powell’s semi-annual congressional testimony. In this episode, we break down what it all means for CRE, dive into CMBS loan losses, and share stories on apartment sales, office crabgrass, and retail green shoots. Tune in now.
Episode Notes:
- Economic update (0:23)
- CMBS loan losses (8:10)
- Not all class b/c offices are created equal (11:59)
- Office crabgrass (16:20)
- Property valuations (21:25)
- Multifamily sales (28:03)
- Retail green shoots (35:40)
- Shoutouts (41:11)
Please take our listener feedback survey: www.surveymonkey.com/r/BMPXLHG
Questions or comments? Contact us at podcast@trepp.com.
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Twitter: www.twitter.com/TreppWire
LinkedIn: www.linkedin.com/company/trepp -
245. Leaping Through Data – Macy’s, Malls, Delinquency Report, & Discounted Payoffs
In this week's episode of The TreppWire Podcast, we break down PCE data, Macy's store closure news and the exposure in CRE, and Trepp's latest figures for CMBS delinquencies. Across property types, we review stories about loans heading to special servicing, property valuation reductions, and discounted payoffs. We also share a review of REIT earnings. Tune in now.
Episode Notes:
- Economic update (0:23)
- Macy's store closures (4:50)
- CMBS delinquency report (9:35)
- REIT earnings (13:38)
- Office crabgrass (19:04)
- Multifamily sales (28:27)
- Retail news (30:56)
- Lodging (37:44)
- Industrial and self-storage (44:32)
- Shoutouts (46:27)
Please take our listener feedback survey: www.surveymonkey.com/r/BMPXLHG
Questions or comments? Contact us at podcast@trepp.com.
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Twitter: www.twitter.com/TreppWire
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244. Office Valuations, Malls Not out of the Woods?, AI Question Marks for CRE
In this week's episode of The TreppWire Podcast, we break down office valuation stories and the idea that despite positive retailer earnings reports, malls may not be out of the woods yet. We also cover several multifamily transaction headlines, and news for the retail, lodging, and industrial sectors. Tune in now.
Episode Notes:
- Economic update: Fed minutes, jobless claims, AI (0:23)
- New office transaction in Seattle (4:11)
- Atlanta office story (8:45)
- Chicago office value decline (13:24)
- Sublease story (15:17)
- Malls not out of the woods? (18:26)
- Retail property sales (23:59)
- Multifamily transactions (26:25)
- Lodging (30:26)
- Industrial sale (32:45)
- Shoutouts (33:53)
Please take our listener feedback survey: www.surveymonkey.com/r/BMPXLHG
Questions or comments? Contact us at podcast@trepp.com.
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243. Extend &… Pretend, Profit or Peril? Office Environment; Lodging Maturities; Property News
While the market was watching CPI numbers, jobless claims, and retail sales this week, the Trepp team was digging into the ‘extend and pretend’ narrative and signs of distress hiding in the lodging sector. In this episode, we dig into the data behind these themes, give a deep dive into the current office environment, and also share stories across the commercial property types. Tune in.
Episode Notes:
- Economic update: CPI, retail sales (0:23)
- Extend and pretend narrative (4:55)
- Hidden lodging distress? Maturities (15:39)
- Hotel sale (21:13)
- Multifamily stories (26:12)
- Retail news (29:31)
- Industrial sale (35:01)
- Office restructure and loan modification (36:11)
- Shoutouts (43:53)
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
Facebook: www.facebook.com/TreppLLC -
242. CRE & Bank Turmoil Strikes Mainstream Media Chord; Surveys, Sales, & Shout outs
This week, anyone outside of CRE may have thought markets were improving. But one quick search reveals that mainstream media is now all over what we’ve been talking about for many months. In this episode of The TreppWire Podcast, we break down the headlines, while also sharing industrial transaction stories and news for office, retail, multifamily and hotel properties. Tune in now.
Episode Notes:
- Economic update (0:23)
- CMBS loan losses (7:01)
- Industrial sales (10:41)
- Office (16:46)
- Retail news (28:33)
- Multifamily stories (33:07)
- Shoutouts (41:36)
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
Facebook: www.facebook.com/TreppLLC
Customer Reviews
Treppwire podcast review
The Treppwire hosts have the Midas touch juggling CRE data stuff from DSCR to cap rates! So much to learn from these guys, the way they can break down how a building’s shadow can throw analysts into a fit is like magic. Seriously, I’m a weekly listener for sure! Congrats on 1,000,000!
Ratings
These peoples don’t mess around.
Don’t worry about being “too negative.”
Calls it like it is.
Wow! Just wow!
So much information packed into this show. Connecting all the dots of the symbiotic relationship between the debt markets, equities, insurers and CRE.