The TreppWire Podcast: A Commercial Real Estate Show
By The TreppWire Podcast, A CRE Show
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Episodes: 291
Description
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.
| Episode | Date |
|---|---|
|
290. Rates are up, but so is Optimism? What the Numbers are Saying: Special Servicing Rates, Treasury Yields, CPI & Credit Stories
|
Nov 15, 2024 |
|
289. The (Swing) State of Real Estate: Election Results & CRE Impact, Fed Conundrum, Treasuries, & $100B in Issuance
|
Nov 08, 2024 |
|
288. Demystifying NY Multifamily Rent Control & Rent Stabilization with Avi Schron, Cammeby's International
|
Nov 04, 2024 |
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287. Hope is Not a Strategy: CRE Extend & Pretend, Home Mortgage Rates, & Hot Hitting Stories
|
Nov 01, 2024 |
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286. Bond Market Blues & CRE News: Special Servicing Transfers, Office Struggles, & Industrial Sales Transactions
|
Oct 25, 2024 |
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285. CRE Pulse Check with Tri-State Insider James Nelson of Avison Young
|
Oct 23, 2024 |
|
284. Turbulence Before Touchdown, Bank Earnings, Retail Store Closures & Knockout Acquisition Deals
|
Oct 18, 2024 |
|
283. Storms & Stats: Hurricane Milton, Inflation, Jobs, Special Servicing Spike, & CRE Sector Stories
|
Oct 11, 2024 |
|
283. Storms & Stats: Hurricane Milton, Inflation, Jobs, Special Servicing Spike, CRE Sector Stories
|
Oct 11, 2024 |
|
282. Commodity vs. Authority in CRE Brokerage: Motivation & Insights with The Massimo Group
|
Oct 08, 2024 |
|
281. Resiliency or is CRE Comfortable with the Uncomfortable? Strikes, Storms, & Delinquencies
|
Oct 04, 2024 |
|
280. CRE Industry Reacts to Rate Cut, Bullish Las Vegas Hotel Sector, & More Office Stories
|
Sep 27, 2024 |
|
279. Want Perspective? Market Deep Dive with a Firm that Sees it All – Starwood Property Trust
|
Sep 24, 2024 |
|
278. Where Were You When the Fed Cut Interest Rates?, CMBS Trading Alerts, & More
|
Sep 19, 2024 |
|
277. Beyond the Cubicle: What Does the Office Data Really Show? LIVE at California MBA WSCREF
|
Sep 17, 2024 |
|
276. Commercial Property Insurance Insights with Skylar Romines
|
Sep 12, 2024 |
|
275. Weak JOLTS Report, Marginal Rent Growth, & More Loans Transferred to Special Servicing
|
Sep 05, 2024 |
|
274. Is the Rent too Damn High?, Multifamily Deep Dive, Data Center Data, & Delinquency Sneak Peek
|
Aug 29, 2024 |
|
273. Summer of Special Servicing, Trimont's Ascension, August Property Transfers, MSA Bulls & Bears
|
Aug 23, 2024 |
|
272. From Wall Street to Y'all Street: Economic Shifts, Hotel Woes, & Office Loan Challenges
|
Aug 16, 2024 |
|
271. Building Real Estate & Community with Sean Sweeney; Development, Design, and Education
|
Aug 12, 2024 |
|
270. The Carry Trade Selloff, Regional vs. Superregional Mall Distress, & Appraisal Reduction Trends
|
Aug 09, 2024 |
|
269. Fed Holds Steady, Indices Predict Pricing Bottom, Insurance Costs, & Office Delinquencies Rise
|
Aug 01, 2024 |
|
268. Bank CRE Portfolio Deep Dive, SASB Analysis, Special Servicer Transfers & Appraisal Reductions
|
Jul 25, 2024 |
|
267. Regional Fed Beige Book Update, CMBS Trading Alerts, Rent Control Rundown
|
Jul 19, 2024 |
|
266. Temperature Check: Stress Tests, CPI, New Originations, & Dry Powder Update
|
Jul 12, 2024 |
|
265. Will July Bring Fireworks to CRE? Building Permits, Fund Redemptions, Regional Bank Fundraise
|
Jul 04, 2024 |
|
264. Firms Commit to Deploy Dry Powder, Banks Begin to Sell NPLs, Delinquency & SASB Update
|
Jun 28, 2024 |
|
263. Consumer Spending Dip, Sunbelt Multifamily, Ground Lease Valuation, & Industrial Sales
|
Jun 20, 2024 |
|
262. Gritty Optimism in CRE, Need for Price Discovery, & Mixed Multifamily Narratives
|
Jun 15, 2024 |
|
261. Will Fed Follow Canadian & European Rate Cuts? Foreclosures 101, Modification Insights
|
Jun 08, 2024 |
|
260. Stick to the Economic Data or Trust Your Gut?; Analyzing Loan Modification Trends
|
May 31, 2024 |
|
259. Surveys, Sales, Sublease, & Data Center Digest
|
May 25, 2024 |
|
258. Unpacking the Data – Hot PPI, Cool CPI; NYC Rent Stabilization; Office Special Servicing
|
May 17, 2024 |
|
257. Unemployment Uptick, SLOOS Commentary, Met Gala Grumblings
|
May 09, 2024 |
|
255. Fed Holds Rate, Fast Food Earnings, Mixed-Use Overview, Delinquency Rundown
|
May 04, 2024 |
|
256. Justin Pugh's Playbook: From the NFL to CRE Success & Mentorship
|
May 02, 2024 |
|
254. Data Vault Unlocked: Modifications, Maturities, Mortgages; Property Types by the Numbers
|
Apr 26, 2024 |
|
253. Powell's Reverse Pivot, Strong Mall Issuance, Property Transactions, & Appraisal Reductions
|
Apr 19, 2024 |
|
252. From 6 to 3, to Higher for Longer, to Later & Less; $2.00/sf Office Sale?; CRE Market Review
|
Apr 12, 2024 |
|
251. Navigating the Evolving Mall Space with Oscar Parra of Pacific Retail Capital Partners
|
Apr 08, 2024 |
|
250. Stocks Slide, Distressed Chicago Multifamily Comps, Strong Industrial Transactions
|
Apr 05, 2024 |
|
249. Are CRE Distress & Optimism Mutually Exclusive? Green Shoots, Crabgrass, & Bank Loan Data
|
Mar 29, 2024 |
|
248. 2024 Rate Cuts? Details in the Dot Plot; Joann Bankruptcy; CRE Appraisal Reductions
|
Mar 23, 2024 |
|
247. Warm Inflation, Cool Retail Sales, & Family Dollar Stores Being Put on Ice
|
Mar 15, 2024 |
|
246. Market Moves: Powell's Testimony, S&P 500's Continued Climb, Apartment Sales, & Loan Losses
|
Mar 06, 2024 |
|
245. Leaping Through Data – Macy’s, Malls, Delinquency Report, & Discounted Payoffs
|
Mar 01, 2024 |
|
244. Office Valuations, Malls Not out of the Woods?, AI Question Marks for CRE
|
Feb 22, 2024 |
|
243. Extend &… Pretend, Profit or Peril? Office Environment; Lodging Maturities; Property News
|
Feb 16, 2024 |
|
242. CRE & Bank Turmoil Strikes Mainstream Media Chord; Surveys, Sales, & Shout outs
|
Feb 09, 2024 |
|
241. Commercial REality Check: What Fed Pivot? & More with Danielle DiMartino Booth and Dan McNamara
|
Feb 02, 2024 |
|
240. Immaculate Disinflation?; Retail & Hotel Sales; Office Operating Expenses
|
Jan 26, 2024 |
|
239. Mixed-Bag Update: Strong Retail Sales, Turbulent Bank Earnings, Loans in Special Servicing
|
Jan 18, 2024 |
|
238. CRE Temperature Check at CREFC Miami: Resilience in a Wary Market
|
Jan 12, 2024 |
|
237. Structural Changes in CRE Debt Markets, Ares' Bryan Donohoe Helps Us Sort it Out
|
Jan 10, 2024 |
|
236. New Year Normalization: December Delinquencies, Multifamily 101, Retail Resilience
|
Jan 05, 2024 |
|
235. Taking Stock of 2023: A Look Back & Ahead for CRE Finance
|
Dec 29, 2023 |
|
234. Holiday Blues No More? Falling Rates Shine Light at End of 2023 Tunnel for CRE
|
Dec 20, 2023 |
|
233. Rates Plummet After Fed Announcement: Is it Enough to Kickstart the CRE Market? Our Hot Takes
|
Dec 14, 2023 |
|
232. Lending & Leases & CRE Sales (Oh My!) But Still Plenty of CRE Bears
|
Dec 07, 2023 |
|
231. Falling Rates, Issuance Uptick Make for (Very) Cautious Optimism Heading into 2023 Home Stretch
|
Nov 30, 2023 |
|
230. As Distressed Assets Pile Up, Shlomo Chopp Tells Us How to Look for Opportunities
|
Nov 29, 2023 |
|
229. Alarm Bells from Retail Earnings; Reasons for Thanks in CRE
|
Nov 23, 2023 |
|
228. Carmen Spinoso Proves There is Still Value in Many US Malls, With Spinoso Real Estate Group
|
Nov 21, 2023 |
|
227. CPI Sends T-Yields Tumbling & REIT Shares Higher, But Retail CEOs Warn of Holiday Season
|
Nov 17, 2023 |
|
226. Rate Rally Hits Brick Wall; WeBroke; CMBS Deals Show Signs of Office & Hotel Lending Life
|
Nov 09, 2023 |
|
225. Multifamily Market Update, Where are the Opportunities Now? With Matthew Frazier, Jones Street
|
Nov 07, 2023 |
|
224. Markets U-Turn as Treasury Yields & Risk Spreads Tumble; Mall Optimism; Bay Area Office Pain
|
Nov 02, 2023 |
|
223. Mixed Economic News Ahead of Fed Decision, Strong GDP, Silver Linings in CRE Issuance
|
Oct 25, 2023 |
|
222. Mall Green Shoots Offset by Miserable Office Headlines; New Lending Comps
|
Oct 20, 2023 |
|
221. War in Middle East; Office, Hotel, Multifamily, Industrial Comps for Buyers/Sellers to Process
|
Oct 13, 2023 |
|
220. Rates Up, Risk Premiums Jump, and Lots of Painful CRE Comps
|
Oct 06, 2023 |
|
219. Nowhere to Hide: CRE & CMBS Delinquencies, Jingle Mail, Dwindling Consumer Confidence
|
Sep 28, 2023 |
|
218. Life, Lending, & Rock 'n' Roll: The Father of CMBS, Ethan Penner, Tells us How it all Started
|
Sep 26, 2023 |
|
217. Extensions & Modifications, Insurance Rundown, REIT Bankruptcy, & Dot Plot Discussion
|
Sep 22, 2023 |
|
216. Behind 280 Characters: StripMallGuy Opens Up on Anonymity, Tenants, & Chick-fil-A with Trepp
|
Sep 20, 2023 |
|
215. Downsizings Haunt Office CRE: Microsoft, Shell, KPMG Bring Painful Reminders (& Trading Alerts)
|
Sep 15, 2023 |
|
214. September Swoon: Healthy Market Pause or More? FDIC Loan Sale; Pigs Fly: CA Office Green Shoots
|
Sep 07, 2023 |
|
213. CRE Rundown: Transactions, Office Value Reductions, Puerto Rican Loan Pay Off, Delinquency Data
|
Aug 31, 2023 |
|
212. Get the 'Knak' with CRE Legend Bob Knakal: Data-Driven Update, Retail Green Shoots, Policy
|
Aug 29, 2023 |
|
211. Multifamily Comps Galore; Retail Earnings Concerns; Interest Rates Level Off Ahead of Fed Talk
|
Aug 25, 2023 |
|
210. Late Summer Blues: Can Rising Treasury Yields Stall the CRE Markets?
|
Aug 17, 2023 |
|
209. Soft Landing Doesn’t Mean No Turbulence; WeWork Exposure; Where to Hide in CMBS
|
Aug 11, 2023 |
|
208. Ringing in August with CRE Green Shoots; What Can Go Wrong?
|
Aug 02, 2023 |
|
207. Frisky Business: Solid Economic Data, Stocks Surging, CRE Sales. Are we Back?
|
Jul 28, 2023 |
|
206. Irrational Exuberance in the Markets?; Property Transfers & Deed-in-Lieu; Multifamily Expenses
|
Jul 20, 2023 |
|
205. Risk On! Inflection Point or False Flag? Enthusiasm Everywhere, Bearishness in Short Supply
|
Jul 12, 2023 |
|
204. No Holiday Lull for CRE: Comps Galore, Big Office News, H1 CMBS Recap
|
Jul 06, 2023 |
|
203. Comps Comps Comps, Sales Comps Dominate News; Delinquencies Rise
|
Jun 29, 2023 |
|
202. Did Fed Pause Stall the Market? New Issue Pricing & Property Sector Rapid-Fire Rundown
|
Jun 22, 2023 |
|
201. Optimism Hard to Find at CRE Event; Industrial Hitting a Wall?; Retail Owner Throws in Towel
|
Jun 16, 2023 |
|
200. Cutting Through the Haze; Looming Hotel Default Renews Lodging Concerns; More Office Subleases
|
Jun 10, 2023 |
|
199. Office Delinquencies Hit 5-Year High; Issuance Defies Debt Ceiling Drama; State of CRE Market
|
Jun 02, 2023 |
|
198. Charting CRE Distress from Peak to (Silicon) Valley: TreppWire Recorded LIVE at NAIOP
|
May 26, 2023 |
|
197. Debt Ceiling Deal Debate; CRE Poker Face: Hold ‘Em or Fold ‘Em; Office Special Servicing Moves
|
May 19, 2023 |
|
196. Storm Brewing… CRE Issues May be Least of Concerns; Retail Extensions; Rental Rates 101
|
May 12, 2023 |
|
195. Jittery Markets, More Bank Fallout, Office Comps
|
May 05, 2023 |
|
194. Retail Apocalypse No More… Shifting Market Dynamics: TreppWire Recorded LIVE at ICSC
|
Apr 24, 2023 |
|
193. Investors Exhale After Bank Earnings, but Hold Breath Watching Office News...
|
Apr 20, 2023 |
|
192. Good Vibrations in a Shaky Market? Some Even in Office
|
Apr 11, 2023 |
|
191. Tightening Credit Conditions, The Frustration Index, “Non-Issuance”
|
Apr 06, 2023 |
|
190. It's Happening: Office Delinquencies Tick Up Again, Calls for Bank Regulation, and Wrap on Q1
|
Apr 01, 2023 |
|
189. Impending Credit Crisis? Perspective from a Private Lender, Warren de Haan, ACORE Capital
|
Mar 29, 2023 |
|
188. Volatility Up, Liquidity Down for Banks & CRE; Office Turmoil; Restructuring Program Needs?
|
Mar 25, 2023 |
|
187. Holding Pattern for CMBS Lenders; Cash is King for Banks; Liquidity, Anyone?
|
Mar 17, 2023 |
|
186. CMBS Spread Widening: Buying Opportunity or Trouble Coming?; Flurry of Office News
|
Mar 10, 2023 |
|
185. Making Sense of $30 Trillion in Bills, A Debt Ceiling Clock, & QT with Danielle DiMartino Booth
|
Mar 08, 2023 |
|
184. Good News is Hard to Find: Delinquency Jumps, Sublease Siege, Massive Trading Alert
|
Mar 03, 2023 |
|
183. Mixed Economic & Earnings Messages, Signs of Stagflation – What Does it Mean for CRE?
|
Feb 24, 2023 |
|
182. Expiring Leases and Office Maturities, Multifamily Loan Moves, Healthy Travel Earnings
|
Feb 17, 2023 |
|
181. Hotels Roaring Back, Industrial Weakening, Tech Impact to Office
|
Feb 10, 2023 |
|
180. Seismic Shift in Office? Podcast Trading Alert, Multifamily Markets to Watch, Grocery Retail
|
Feb 02, 2023 |
|
179. Bumpy Year Ahead, Loan Spreads in Volatile Times, Renters’ Bill of Rights & Multifamily Impact
|
Jan 27, 2023 |
|
178. CRE Transactions Drop, Big City Office Blues Hit Seattle, Japanese Bond Market
|
Jan 20, 2023 |
|
177. ‘Game of Chicken’ for Players in CRE Finance, CREFC Sentiment; Office Sublease Special
|
Jan 13, 2023 |
|
176. New Year, Same Market Concerns; CMBS Delinquencies Rise, Office & Retail Layoffs, Closures
|
Jan 06, 2023 |
|
175. A Look Back & Ahead: 2022 CRE Market Surprises, What’s to Come in 2023
|
Dec 30, 2022 |
|
174. Weak Retail Sales & More Office CMBS Turmoil, Soft Housing Market, Holiday Wishlist
|
Dec 23, 2022 |
|
173. All Eyes on Office, Fed Dot Plot, Violent Market Reaction
|
Dec 16, 2022 |
|
172. Gloomy CRE Mood: Is Office the New Mall? Industrial Cracks, But Plenty of Hotel Green Shoots
|
Dec 09, 2022 |
|
171. Loan Modifications, the Trepp Unicorn Story, Multifamily Delinquencies
|
Dec 02, 2022 |
|
170. Extensions, Missed Payments, Dropping Values: Smorgasbord of CRE News
|
Nov 22, 2022 |
|
169. Finding Green Shoots (As People Seek Taylor Swift Tix); Floating Rate CRE CLOs; Retail Earnings
|
Nov 17, 2022 |
|
168. Making Sense of Midterms and the CRE Regulatory Landscape with the Mortgage Bankers Association
|
Nov 16, 2022 |
|
167. Tech Wreck & Housing Cracks, REIT Earnings Rundown, Student Housing Distress
|
Nov 11, 2022 |
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166. Will Floating-Rate Loans Sink Upon Maturity?, Delinquencies Rise, No Leaks in the Boat... Yet
|
Nov 04, 2022 |
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165. Tech Turmoil Weighs on Markets; Will Falling CRE Prices Lead to Fed Pivot?
|
Oct 28, 2022 |
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164. Wading Through Some CRE Distress with Tony Yousif, SVN
|
Oct 25, 2022 |
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163. Subleases & Givebacks Galore; $300 Billion of Upcoming Maturities; Where’s the Stress?
|
Oct 20, 2022 |
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162. Rising Rates, Cost of Interest Rate Caps Threaten to Derail CRE; Top 5 Multifamily Markets
|
Oct 14, 2022 |
|
161. Digging Through the Data: Multifamily Cracks, CMBS Metrics, Bank Earnings Predictions
|
Oct 06, 2022 |
|
160. Searching for Light in a Stormy Market, CRE Distress, Hurricane Exposure
|
Sep 30, 2022 |
|
159. CEO Warnings, Surging Interest & Cap Rates, Dot Plot Danger: Where Are Green Shoots?
|
Sep 23, 2022 |
|
158. Bleak Week: Mixed Bag of CRE & Economic Data; Inflation, Transactions, Trading Alerts
|
Sep 16, 2022 |
|
157. Can CRE Weather Looming Geopolitical Storms? Outlook for Remainder of 2022
|
Sep 10, 2022 |
|
156. Is CRE the Cure for Summertime Blues?, Tick Tick of Office Distress, CMBS Delinquencies
|
Sep 02, 2022 |
|
155. Which Way is the Wind Blowing? Making Sense of a Choppy Market; CRE Value (D.U.S.T)
|
Aug 26, 2022 |
|
154. Excess Inventory & Earnings, Thawing in CMBS Market?, Hotel Transaction Bounce-Back
|
Aug 19, 2022 |
|
153. Time to Play Offense or Defense? CRE & Lending Update with Rachael Brown, The Bank of Tampa
|
Aug 14, 2022 |
|
152. CRE Sentiment: Sunny Skies or Eye of the Storm?; Developments & Demand, CMBS Signs of Life
|
Aug 12, 2022 |
|
151. Special Episode: Global CRE & Structured Finance Review Amid Market Volatility
|
Aug 09, 2022 |
|
150. Strong REIT Earnings, Positive Economic News, The CPI ‘FYI’
|
Aug 05, 2022 |
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149. Complacency Picking Up, No Signs of Disaster Yet; Cap Rates, Retail Earnings
|
Jul 28, 2022 |
|
148. Positive Earnings & Geopolitical News Ease Frayed Nerves, Resi Issues Loom...
|
Jul 22, 2022 |
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147. Should We Panic Yet?: CRE Hits a Wall, Crabby Crabgrass, Earnings Disappoint
|
Jul 15, 2022 |
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146. Will CRE Muddle Through? Delinquency Blip or Inflection Point, Office Vacancies
|
Jul 07, 2022 |
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145. First-Half CRE Scorecard, High Watermark Transactions, Bank Loan Data
|
Jul 01, 2022 |
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144. 5 Pillars of Office Health, Retail vs. Office, Where’s the Multifamily Risk?
|
Jun 24, 2022 |
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143. Unpacking The Fed's Decision; CREFC Sentiment; Making Sense Of The Gloom & Doom
|
Jun 15, 2022 |
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142. Office? Apocalypse Not, Has Inflation Peaked? and Key Trading Alerts
|
Jun 09, 2022 |
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141. Resurgence of the Office Debate, CMBS 123, Retail Credit News
|
Jun 04, 2022 |
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140. Office: Death by a Thousand Cuts?, Filet Mignon & SASB Deals, Retail Mixed-Bag
|
May 27, 2022 |
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139. Despite Dismal Retail Earnings, Green Shoots in CRE and CMBS
|
May 20, 2022 |
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137. A Shifting CRE Landscape & Investment Insights with Carly Tripp, Global CIO, Nuveen Real Estate
|
May 12, 2022 |
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138. CRE Lender Sentiment and Sectors to Watch, Hot Industrial Market or Plateau?, Office Woes
|
May 11, 2022 |
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136. How Recent Tech Earnings Indicate a Market Top for CRE; Delinquency, Amazon, and The Fed
|
May 06, 2022 |
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135. Tech Earnings Impact on CRE, Multifamily Financials, Offices Downsizing
|
Apr 28, 2022 |
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134. Higher Interest Rates Fail to Cool Off Hot CRE Markets; Office, Retail & Student Housing Deals
|
Apr 23, 2022 |
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133. CRE Lending with Matthew Osborne, Eastern Bank: Life-Science Growth; Pandemic Look Back
|
Apr 20, 2022 |
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132. Brokers Start Your Engines, Office Sales; Multifamily NOI Teaser; Retail Review
|
Apr 16, 2022 |
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131. Operators Shedding Retail Assets, Office Occupancy, Single-Family Rental Update
|
Apr 07, 2022 |
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130. Bank Loans to Watch, CRE Impact of Rising Rates, Sneak Peek at Delinquencies
|
Apr 02, 2022 |
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129. Digesting Rising Interest Rates, Cap Rates, and Liquidity
|
Mar 24, 2022 |
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128. State of CRE Lending, Office Mixed Greens, Fed Announcement
|
Mar 19, 2022 |
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127. Inflation & Consumer Behavior, Property Comps, Risk Retention Loan Performance
|
Mar 11, 2022 |
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126. Array of CMBS News, Office, Retail, and Industrial CRE Happenings
|
Mar 04, 2022 |
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124. Sobering Russia/Ukraine News Yet to Impact CRE, Appeal of Defeasances, Property Sales
|
Feb 25, 2022 |
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125. Special Episode: How the War in Ukraine Could Impact Europe, A CRE & Structured Finance Update
|
Feb 25, 2022 |
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123. Record-Breaking Deals, Industrial Interest, Stress Testing Scenarios
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Feb 18, 2022 |
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122. Making Sense of Inflation & CRE, Hotel Headwinds, Office Moves, Multifamily Benchmarks
|
Feb 11, 2022 |
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121. Mixed-Bag of Office News in US Cities, CMBS vs. Bank CRE Loan Performance
|
Feb 04, 2022 |
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120. Retail Rundown with Lauren Thomas, CNBC: Peloton Woes, Earnings Predictions
|
Feb 02, 2022 |
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119. Market Volatility & CRE, Mall Loan Defeasances, Hotel Distress
|
Jan 28, 2022 |
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118. Risk & Reward of Debt vs. Equity with Pasquale Cardone II, PC2 Capital
|
Jan 21, 2022 |
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117. Unpleasant CRE Surprises, Hotel & Office Happenings, CREFC Confidential
|
Jan 14, 2022 |
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116. Rare Uptick in Delinquencies, Big Week for Office News, Retail Closures
|
Jan 07, 2022 |
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115. Looking into the CRE Crystal Ball: 2022 Predictions & Resolutions
|
Dec 30, 2021 |
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114. Scary Parallels of Retail & Office, Mall Comps, Alternative Asset Classes
|
Dec 22, 2021 |
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113. Health Check on the Heavily-Watched Retail, Office, & Lodging Sectors
|
Dec 17, 2021 |
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112. Post-COVID Property Valuations, Hotel Transactions, Office Occupancy
|
Dec 10, 2021 |
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111. Hotel Loan Cures, Mixed Office News, Green Shoots in the Metaverse
|
Dec 02, 2021 |
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110. Black Friday Bonanza, Retail Worries; What's Weighing on the Markets?
|
Nov 23, 2021 |
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109. Retail Renaissance or False Start? “Next Big Short” CMBX 6 Update, Office Green Shoots
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Nov 19, 2021 |
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108. Navigating Challenges in CRE: Business Workouts & Receiverships with Douglas Wilson Companies
|
Nov 11, 2021 |
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107. Office & Hotel Must-Knows, Brick-and-Meta Retail, Milestone COVID Delinquency Rate
|
Nov 05, 2021 |
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106. Signs of Life in Chicago Office, Life Science Sector on Fire, Quarterly Data Review
|
Oct 29, 2021 |
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105. Uptick in Hotel Activity, Scariest Macro Issues, Near-Record Issuance Levels
|
Oct 22, 2021 |
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104. Wave of Office Downsizings, Mall Loan Extensions, Bank Earnings
|
Oct 16, 2021 |
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103. Making Sense of D.C. & CRE with Mike Flood, Mortgage Bankers Association (MBA)
|
Oct 07, 2021 |
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102. Markets in Turmoil, CRE Standing Strong
|
Oct 01, 2021 |
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101. Misallocation of Funds, Evergrande & the Economy, Office Headwinds, Rental Rates 101
|
Sep 24, 2021 |
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100. CRE’s Wild Ride, Business Travel Blues, Office Return Rollbacks, and Retail Must-Knows
|
Sep 16, 2021 |
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99. The Return to Office Change-up: Is a Sell-off in Our Future?
|
Sep 09, 2021 |
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98. Taking a Stab: Making Sense of Mixed Economic & CRE News
|
Sep 01, 2021 |
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97. Special Episode: Trepp CRE Sentiment Survey Results, Mix of Hopeful Signs & Structural Concerns
|
Aug 26, 2021 |
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96. Mall Value Reductions, Credit Crisis Catalysts, Positive Retail Earnings
|
Aug 20, 2021 |
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95. Summer CRE Potpourri: Retail & Office Green Shoots and Need-to-Know News
|
Aug 12, 2021 |
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94. Hotel Sales Comps, Retail Earnings, Return to Office Rollbacks, Eviction Ban Extension
|
Aug 06, 2021 |
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93. Vaccine Mandates, Metro Rankings, Earnings Messages
|
Jul 30, 2021 |
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92. Retail Loan Purgatory, Mall Valuation Drops, Office Moves and Migrations
|
Jul 22, 2021 |
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91. NOI Analysis: Hotel & Mall Pain, The Office Tenant Rollover, CRE Headlines
|
Jul 15, 2021 |
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90. Issuance Investigation: First-Half 2021 Trends and Activity, A Blend of Retail and Office News
|
Jul 09, 2021 |
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89. CRE Recovery: Judging First-Half 2021 Predictions, Buying Distressed Assets, CMBS Spreads Update
|
Jul 02, 2021 |
|
88. The Mall Loan Witness Protection Program, Stress Test Results, Week of Regulatory News
|
Jun 24, 2021 |
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87. CRE's Good, Bad, & Unknown: Mid-Year Property Type Review, CREFC Confidential
|
Jun 18, 2021 |
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86. Must-Know Office and Retail News, Banking Regulatory Shift, CECL Update
|
Jun 11, 2021 |
|
85. Hotels Rebounding, Office and Multifamily Occupancy, The Donut Effect
|
Jun 05, 2021 |
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84. We’re Back: Hotels, Retail, & Office Turning the Corner; Positive News This Week
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May 29, 2021 |
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83. Managing Real Estate Risk with Dr. Eva Steiner, Penn State Smeal College of Business
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May 25, 2021 |
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82. Movie Theaters, Shopping Malls, and More Office Moves
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May 20, 2021 |
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81. Liquidity in Commercial Real Estate with Jim Shevlin, CWCapital and RealINSIGHT
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May 18, 2021 |
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80. A Grab Bag of Retail and Office Headlines, Inflation Confirmation
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May 12, 2021 |
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79. End of 1031 Exchange?, REIT Earnings, Retail Rundown, Delinquency Report
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May 07, 2021 |
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78. Homeless Hotels, Tech Titans’ Office Demand, Retail Trend Reversal
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Apr 30, 2021 |
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77. Check-In on COVID Delinquencies, End of Retail Apocalypse?, Office Vacancies, Student Housing
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Apr 23, 2021 |
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76. Good, Bad, & Ugly Office News, Solid Bank Earnings, Retail Property Sales
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Apr 17, 2021 |
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75. Hotel & Multifamily Distress Across the U.S., Spike in CRE CLO Demand, Retail Round-Up
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Apr 09, 2021 |
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74. Global Investing in Commercial Real Estate with David Bitner, Cushman & Wakefield
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Apr 05, 2021 |
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73. Fresh Bank CRE Loan & CMBS Delinquency Data, Falling Multifamily Occupancy, Hotel & Sports
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Apr 02, 2021 |
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72. Distressed Logjam Loosens, Hotel Deals in the Market, One Year of Podcasts
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Mar 25, 2021 |
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71. Green Shoots & Crabgrass in CRE, Property Valuation News, The State of CMBX 6
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Mar 19, 2021 |
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70. Road to Recovery for the Distressed Debt Market with Donald Sheets, Broadshore Capital Partners
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Mar 17, 2021 |
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69. COVID-19's One Year Check-Up: Biggest Surprises in the CRE Market & Overall
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Mar 11, 2021 |
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68. Delinquency Drops, Return to the Office, Performance of CRE CLOs, Texas CRE Snapshot
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Mar 05, 2021 |
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67. The Resiliency of REITs, Performance and Outlook with John Worth of Nareit
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Mar 02, 2021 |
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66. Early Look at NOI Changes, Hidden Delinquency Rate, New Appraisals, Co-Tenancy Clauses
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Feb 26, 2021 |
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65. Falling Retail Property Values, Office Cuts, 2021 Stress Test Scenarios, Credit Enhancement 101
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Feb 20, 2021 |
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64. Sublets, Shopping Malls, Slot Machines, and CMBS Deal Pricing 101
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Feb 13, 2021 |
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63. Policies & Predictions: Forecast for CRE Finance with Jamie Woodwell and Mike Flood from MBA
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Feb 10, 2021 |
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62. The Delinquency Digest, Eviction Moratorium Rundown, UK CRE News, Notable Leases & Sales
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Feb 06, 2021 |
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61. Follow the Feet: Tracking CRE Performance Using Consumer Behavior ft Ethan Chernofsky, Placer.ai
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Feb 02, 2021 |
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60. The Short Squeeze Frenzy, Conversion of Malls, Loans to Watch Across Property Sectors
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Jan 27, 2021 |
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59. Vaccines and Vacancy, Cracks in Multifamily, Q4 Bank Earnings, Wave of Hotel Bankruptcies
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Jan 22, 2021 |
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58. The 2021 CRE Outlook with Deloitte Real Estate’s Kathy Feucht and John D’Angelo
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Jan 18, 2021 |
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57. Distressed Property Valuations, Major Metro Office Headlines, Corporate Transparency for CRE
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Jan 14, 2021 |
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56. A Look at Travel and Hospitality News, More Retail Closures, What’s to Come for 2021
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Jan 08, 2021 |
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55. Trepp Year-in-Review 2020: Biggest CRE Surprises, Performance by Property Type, CMBS Trends
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Dec 29, 2020 |
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54. Analyzing CRE Property Valuations, Q3 Bank Loan Performance, Fresh CMBS Delinquency Data
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Dec 23, 2020 |
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53. Leveraging CRE Tech during the COVID-19 Crisis with Michael Mandel from CompStak
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Dec 22, 2020 |
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52. Digging into Mall Loan Losses, Retail Loan Modifications, Falling RevPAR
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Dec 17, 2020 |
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51. Key CRE Trends from a Broker’s Perspective with Michael Bull, America’s CRE Show & Bull Realty
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Dec 15, 2020 |
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50. A Global Inflection Point, Special Servicing Rates Decline, Changes in Corporate/Consumer Habits
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Dec 10, 2020 |
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49. Falling Occupancy Rates, Bank CRE Loan Delinquencies, Demand for Office Space
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Dec 03, 2020 |
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48. An Early Look at November Delinquency Rates, Options for Distressed Hoteliers, the Urban Exodus
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Nov 25, 2020 |
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47. CRE Investing & Servicing with Adam Behlman, President of Real Estate at Starwood Property Trust
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Nov 24, 2020 |
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46. Hotel Sector in Dire Straits, Warehouse Loan Hedging 101, Early Indicators of Bank Failure Risk
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Nov 19, 2020 |
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45. Property Performance Predictions in a Post-Vaccine World
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Nov 12, 2020 |
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44. Potential Regulatory Changes Post-Election, Risk Retention 101, Notable Q3 CRE Data
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Nov 05, 2020 |
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43. CRE Investment Insights with Dr. David Hartzell & Caroline O’Neill, UNC Kenan-Flagler PE Fund
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Nov 03, 2020 |
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42. The Outlook for the Distressed Debt Market, Retail Valuations, Recent CMBS Pricing Levels
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Oct 29, 2020 |
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41. Borrowers Giving Back the Keys to Their Properties in Droves, 6 Month Corporate CLO Credit Cycle
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Oct 22, 2020 |
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40. The Impact of COVID-19 from a Rating Agency’s Perspective with Eric Thompson from KBRA
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Oct 20, 2020 |
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39. Retail Property Valuations, The Big Takeaways from Q3 Bank Earnings, Shadow Delinquencies
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Oct 15, 2020 |
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38. Key CRE Metrics for Assessing the Recovery with KC Conway, Chief Economist at CCIM
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Oct 13, 2020 |
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37. The Recession-Resistant Self-Storage Sector, Loan Payoff Report, Retail & Lodging Performance
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Oct 08, 2020 |
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36. CECL 101, Recent CRE Valuations, The Declining CMBS Delinquency Rate
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Oct 01, 2020 |
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35. Performance of CRE Bank Loans vs CMBS Loans, A Look at Occupancy Rates, The Regulatory Roundup
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Sep 24, 2020 |
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34. Takeaways from Mid-Month CMBS Delinquency Report, A Mixed Bag of Office News, Loan Deferrals 101
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Sep 17, 2020 |
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33. Predictions for the Future of CRE Finance, Problems in Multifamily, a Wave of Retail News
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Sep 10, 2020 |
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32. Hotel Valuations, Increasing Focus on the Office Sector, Treasury Yield 101
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Sep 02, 2020 |
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31. CMBS Delinquency Rate Sees Another Big Decline, Underwritten vs Actual NOIs, Top Secondary MSAs
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Aug 27, 2020 |
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30. A Data-Driven Approach to Assessing Property Values with Fritz Kaegi, Cook County Assessor
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Aug 26, 2020 |
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29. Fresh CRE Delinquency Data, CMBS Loan Modifications 101, the Flurry of Hotel and Retail News
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Aug 20, 2020 |
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28. The Economic Impact of COVID-19 on CRE with Ryan Severino, Chief Economist at JLL
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Aug 18, 2020 |
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27. Analyzing Underwritten NOIs, Updates on the Lodging and Retail Sectors, Appraisal Reductions
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Aug 13, 2020 |
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26. The Big Takeaways from REIT Earnings Season
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Aug 06, 2020 |
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25. Deep Dive into HOPE Act & 1031 Exchange, Shadow Vacancy Rates, Big Drop in CMBS Delinquencies
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Jul 30, 2020 |
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24. The State of the Distressed CRE Debt Market with Donald Sheets from Broadshore Capital Partners
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Jul 28, 2020 |
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23. Signs of Progress and Peril in the US and European CRE and CLO Markets
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Jul 23, 2020 |
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22. Improving CMBS Delinquency Rates, Noteworthy CRE Stories, Shifting Trends in Office
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Jul 16, 2020 |
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21. Legal & Regulatory Challenges in CRE with Rick Jones, Finance & Real Estate Partner, Dechert LLP
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Jul 14, 2020 |
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20. The Impacts of COVID-19 at the Mid-Year: Fleeting Eclipse or A New Dark Age?
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Jul 09, 2020 |
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19. CMBS Delinquency Rate Nears All-Time High, Hotel Debt Relief, Takeaways from Bank Stress Tests
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Jul 01, 2020 |
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18. Surprises in MSA Delinquencies, Congressional Request for CMBS Borrower Relief, “Problem Banks”
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Jun 25, 2020 |
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17. The Future of CRE with Brian Stoffers, Global President at CBRE and MBA Chairman
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Jun 23, 2020 |
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16. Signs of Stress in Corporate CLO Market, Record-Breaking CMBS Delinquencies, Exodus from Cities
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Jun 18, 2020 |
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15. What CMBS Borrowers Need to Know in COVID Times
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Jun 16, 2020 |
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14. More Bad Retail News, A Look at the CMBX 7 Index, Credit Supply Risk in Corporate CLOs
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Jun 11, 2020 |
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13. The Big Short of CMBX 6 with Dan McNamara and Catie McKee from MP Securitized Credit Partners
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Jun 08, 2020 |
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12. Massive Spike in CMBS Delinquencies, Loan Forbearance Expectations, Office Exposure in CMBX 12
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Jun 05, 2020 |
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11. Making Sense of the Retail Market with Jan Kniffen
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Jun 01, 2020 |
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10. Two Schools of Thought on the Future of Office, Borrower Relief Options, CRE Delinquencies
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May 28, 2020 |
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9. Digging into CMBX and Store Closures, New Performance Data on Lodging, Retail and Multifamily
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May 21, 2020 |
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8. The Impact of COVID-19 on CRE Valuations, the Next Wave of Delinquencies, New CMBS Issuance
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May 14, 2020 |
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7. Assessing CRE Risk, The Next Steps for Hotel Loans, The Future of Retail and the Amazon Effect
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May 07, 2020 |
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6. The Rise in CRE Delinquencies, What Smart Money is Looking at, Signs of Life in Corporate Loans
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Apr 30, 2020 |
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5. The Coming Wave of Distressed Assets, the Week in Retail and CMBX, More CLO Downgrades
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Apr 23, 2020 |
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4. Sharp Increase in Non-Payment on Hotel and Retail Loans, Bank Earnings, Downgrade Risk in CLOs
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Apr 16, 2020 |
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3. Predictions for the Economic Recovery, Potential Concerns in CMBS, A Look at Student Housing
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Apr 08, 2020 |
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2. Forecasting Retail and Lodging Performance, The "Big Short" against CMBX 6, Hidden Risks in CRE
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Apr 01, 2020 |
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1. What Happened This Week? The Impact of COVID-19 on CRE, CMBS and CLOs
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Mar 25, 2020 |