The TreppWire Podcast: A Commercial Real Estate Show

The TreppWire Podcast, A CRE Show

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In their own words

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 [email protected].

As heard by us

Based on 5 episodes we listened to · September 2026

TreppWire connects macroeconomic shifts to commercial property credit through detailed market data, practical explanations, and informed conversations with capital-markets professionals.

The TreppWire Podcast turns a crowded market week into a working conversation about commercial real estate. Haley Keene, Lonnie Hendry, and Stephen Bushbaum connect inflation, interest-rate expectations, bank lending, oil shocks, and geopolitical risk to property finance.

Read our full review in PlayNext →

Why you'd press play

The office-is-dead verdict meets cap rates; your next hot take may need a calculator.

Press play if you want

  • Haley Keene and her colleagues to connect bank earnings with the questions commercial property borrowers face
  • an office-market argument that checks old cap rates before writing off the buildings
Read the full recommendation in PlayNext →

Talks about

Best episodes of The TreppWire Podcast: A Commercial Real Estate Show

Short reviews from the PlayNext desk, based on the episodes we processed.

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Episodes

  1. 1

    342. Powell's Balancing Act, Private Credit... Hidden Risk?, Office Special Servicing Hits All-Time High, & Mixed Office Signals

    ·52m
  2. 2

    380. How Larry Connor Built a Multi-Billion-Dollar Multifamily Machine

    ·38m
  3. 3

    377. Rates Steady, CRE in Motion: Multifamily Underwriting Pivot, Apartment Cash Flow Analysis, & Co‑Working Comeback

    ·49m
  4. 4

    376. Inside Industrial Strategy, Alternative Assets & Private Credit with Clarion Partners’ Rick Schaupp

    ·34m
  5. 5

    344. CRE Maturity Drag, Fed Holds Rates, Tariff Deadlines, Bank Earnings & Executive Commentary

    ·50m
  6. 6

    355. The Markets Keep Moving: Office Bright Spots, Compass’ $1.6B Merger Reshapes Resi, Recapture Explained, & Trepp Trading Alerts

    ·53m
  7. 7

    354. Behind the Debt Yield Metric in Commercial Real Estate with John Barkidjija of Byline Bank

    ·44m
  8. 8

    353. From Dot Plot to Deal Flow: Unpacking the Fed's Cut, Retail Data Stays Strong, Paramount’s $1.6B Play, Special Servicing Rates Fall

    ·51m
  9. 9

    352. Nearly 1M Jobs Vanish, Industrial Demand Cools, Return-to-Office Mandates, D.C.'s Office-to-Resi Tax Incentives, & More

    ·48m
  10. 10

    351. CMBS Loan Workouts Unfiltered with Shlomo Chopp

    ·46m
  11. 11

    350. CRE's Yield Curve Conundrum, Residential Reality Check, Bank Transparency on Trial & Office Bright Spots

    ·48m
  12. 12

    349. Economic Resilience vs. Headlines: Tale of Two Consumers, Record Office CMBS Delinquency, & Multifamily & Office Inflection Point?

    ·49m
  13. 13

    348. Office Origination, Stagflation, Job Data Misinformation & Retail Earnings Fluctuation

    ·49m
  14. 14

    356. What This Week Means for CRE: Government Shutdown, AI’s Impact on Employees, CMBS Delinquency Rate Pulls Back, Bank Data Insights & More

    ·52m
  15. 15

    339. From Data Centers to Derivatives: The 4 Ds of 2025 with Jeffrey Berenbaum of Citi Research

    Jeffrey Berenbaum of Citi Research discusses commercial real estate trends, sharing his career milestones and analysis on market dynamics.

    ·26m·2 clips
  16. 16

    341. The CRE CLO Comeback Story: Market Trends & Execution Strategies with Steve Chow, Prime Finance

    ·38m
  17. 17

    382. Resilience or Repricing? Private Credit, CMBS Market Sentiment, Office Signals, and Trading Alerts

    ·49m
  18. 18

    379. Squaring the Macro Circle, The Retail Rationalization, Multifamily Recalibration, & Lodging Capital Rotation

    ·56m
  19. 19

    381. Quiet Week, Loud Signals: Data Center Hyperdrive, Industrial Rankings, Office & Retail Trading Alerts

    ·58m
  20. 20

    383. Gulf Shock & Market Resilience: Ides of March Returns, YTD CRE CLO Issuance & SASB AAA Downgrades

    ·1h 1m
  21. 21

    385. Market Shocks: Oil Prices Reframe the Macro, Six Years Post-COVID, Self-Storage Consolidation, & Office Green Shoots

    ·55m
  22. 22

    378. Banking Back in Focus: Santander-Webster Deal, SLOOS Signals, Office CRE Delinquency Jump, Industrial & Data Center Deal Desk

    ·55m
  23. 23

    375. Fed Signals & CRE Shifts: Data Centers, Multifamily Supply Wave, & Amazon’s Big Box Move

    ·57m
  24. 24

    362. CRE Earnings Show Market Resilience, CMBS Issuance Nears $120B, 50-Year Mortgage Debate, & More

    ·54m
  25. 25

    360. Fed Easing into the Unknown, Bank Mergers, $4.8T CRE Debt Universe, and Headline Highlights in Multifamily and Office

    ·1h
  26. 26

    386. Escalate to De-Escalate: Bank Capital & Lending Shifts, CRE Fundraising, Construction Cost Pressures, & More

    ·57m
  27. 27

    367. Year-End CRE Plot Twists: Fed Dots and Drama, Warner Bros. Sale & Their CRE Footprint, and Office & Multifamily Transactions

    ·49m
  28. 28

    373. Separating Risk From Noise in 2026: Digesting Major Policy Shifts, Distress Early Indicators, Major Office Transactions & Moves

    ·55m
  29. 29

    372. Carmen Spinoso on Leasing, Experiential Retail, & Why Enclosed Malls Still Matter | Spinoso Real Estate Group

    ·40m
  30. 30

    374. Back from CREFC Miami: Commercial Real Estate Market Sentiment, Macro Headlines, & Special Servicing Trading Alerts

    ·59m
  31. 31

    365. Cooling, Not Crashing: Thankful for CRE Bright Spots & A Ground Lease 101

    ·48m
  32. 32

    371. Setting the Stage for 2026: Commercial Real Estate Outlook, Key Predictions & Market Resolutions

    ·48m
  33. 33

    357. Shutdown? Maybe in DC… CMBS Issuance Surges, Bank Consolidation, Office Recapitalization

    ·47m
  34. 34

    369. Before Circling Back: Jobs Data, Fed Policy, CRE Strategy Featuring Ground Leases, Data Centers, Investor Trends & More

    ·51m
  35. 35

    343. Commercial vs. Residential Real Estate Value Drivers, Hottest Markets Leading the Way, & Transactions from the Week

    ·47m
  36. 36

    366. 2025 Issuance Tops $120B, Fannie/Freddie Lending Caps, NYC–Cincinnati Office Pricing Gaps, Market Trends & More

    ·50m
  37. 37

    359. CRE Playbook: Navigating the Shutdown, AWS Outage & AI Shifts, and Bad Bank Loans?

    ·55m
  38. 38

    346. Back to School, Back to the Office, & Back to the (Quantum) Future of CRE

    ·50m
  39. 39

    340. Housing Market Pressures, Credit Card Borrowing Plunged, BlackRock’s Buy, Texas Floods, NYC & Multifamily Transactions

    ·58m
  40. 40

    345. Appraisal Sector Shakeup, Lodging Capex Crunch, Multifamily Planned Liquidation & Expansion to Industrial

    ·54m
  41. 41

    347. When Tides Pull Back: Finding CRE Opportunities in Supply-Demand Imbalances with Samir Tejpaul, Madison Realty Capital

    ·44m
  42. 42

    358. Beige Book Insights, CMBS Lending Leaders, Data Center Risks, Walmart’s AI Move & NYC’s Office Comeback

    ·49m
  43. 43

    361. NYC's Rent Regulation Debate, AI Innovation for CRE, Inside the Loans Driving Distress & Notable Transactions

    ·57m
  44. 44

    363. WeWork CEO John Santora on the Power of Flexibility & Real Estate Cycles

    ·34m
  45. 45

    370. Unwrapping Commercial Real Estate Property Types in 2025: Market Surprises, Year-End Takeaways & More

    ·59m
  46. 46

    368. In the Eye of the Commercial Real Estate Storm with Michael Comparato, Benefit Street Partners

    ·40m
  47. 47

    384. Volatility Returns: Oil Shock, Two Market Risks, Student Housing Exposure, Savills-Eastdil Deal, & More Impactful Headlines

    ·47m
  48. 48

    364. Reading the Commercial Real Estate Room: Office Bifurcation, Retail Divergence, & SASB Reality Checks

    Hidden gem

    Home Depot missed estimates while Lowe’s beat them, revealing how contractor focus is reshaping retail real estate.

    ·1h 4m·2 clips
  49. 49

    387. Houston, We Have a Slowdown: Loan Outcomes, CRE Reality, & Capital on the Move

    Hidden gem

    The TreppWire Podcast's April 3, 2026 review pairs Haley Keene, Lonnie Hendry, and Stephen Bushbaum on recession signals, CMBS loan outcomes, delinquency data, and CRE capital activity.

    Apr 3, 2026·53m·3 clips
  50. 50

    336. What Recession? Making Sense of (Constantly) Revised Macro Data & What it Means for CRE with Danielle DiMartino Booth & Dan McNamara

    Hidden gem

    Danielle DiMartino Booth and Dan McNamara assess whether revised payroll data, student-loan repayments, and credit-cycle stress point to a U.S.

    Jun 24, 2025·45m·3 clips
  51. 51

    335. Geopolitical Turbulence, AI Gold Rush, Distressed Office Opportunities, & Trading Alerts

    Weekly review of commercial real estate and financial markets, covering inflation data, geopolitical tensions, and Fed policy expectations.

    Jun 20, 2025·51m
  52. 52

    334. CREFC Optimism, Market Uncertainty, Special Servicing Uptick & Notable Transactions

    Jun 13, 2025·48m
  53. 53

    333. Trading Through Cycles: Whole Loan Market Insights with John Toohig, Raymond James

    Jun 10, 2025·31m
  54. 54

    332. Jobs Jitters, Jamie Dimon's Warning, Wells Fargo Unleashed, NYC Office Market Revival, & Green Shoots Across Sectors

    Jun 6, 2025·46m
  55. 55

    331. Economic Exhaustion, Office-to-Resi Momentum, CRE CLO Comeback, & Multifamily Green Shoots

    May 30, 2025·46m
  56. 56

    330. Go Where the Herd Isn’t: CRE Multifamily Insights & Realities with Sam Tenenbaum, Cushman & Wakefield

    May 28, 2025·39m
  57. 57

    329. America Downgraded: What Does it Mean? Appraisal Reductions and Trading Alerts Served with a Side of Optimism

    May 23, 2025·53m
  58. 58

    328. Commercial Lending & Investing Through Market Changes with Red Oak CEO Gary Bechtel

    May 20, 2025·35m
  59. 59

    327. Property Type Perspectives, Executive CRE Sentiment & Some Greenshoots: Trepp Connect (in NYC)

    May 16, 2025·38m
  60. 60

    326. Does Slow & Steady Win the Race? Fed Holds Rates, Updated Office Stats, & A Unique Multifamily Case Study

    May 9, 2025·51m
  61. 61

    325. The Macro Seesaw: Mixed Economic Signals, CMBS Issuance History, Rising Delinquencies & Industrial Sales

    May 2, 2025·45m
  62. 62

    324. Unpacking Uncertainty: Economic Outlook, CMBS Origination Uptick, NYC Office Leases

    Apr 25, 2025·53m
  63. 63

    323. Commercially Speaking: How Bo & Timmy Barron Make CRE Accessible

    Apr 22, 2025·57m
  64. 64

    322. Data Tells All: Powell’s Play, Market Uncertainty, Loan Spreads, & CRE Transactions

    Apr 18, 2025·49m
  65. 65

    321. Be Cool: Talking Tariff Reversals & CRE Implications, Special Servicing, Industrial Transactions, & More

    Apr 11, 2025·57m
  66. 66

    320. From Skyscrapers to Sublets: NYC Leasing Market with Ruth Colp-Haber

    Apr 8, 2025·30m
  67. 67

    319. Liberation or Uncertainty? Tariff News, CMBS Delinquencies Back Up, & CRE CLO Issuance

    Apr 4, 2025·51m
  68. 68

    318. Perturbative Data: Consumer Confidence Slides, More Government Cuts, Park Ave's Persistent Premium, & Multifamily Price Points

    Mar 28, 2025·53m
  69. 69

    317. From the Top: CEO Annemarie DiCola on Trepp's Evolution from CMBS Pioneer to CRE Data Leader

    Mar 25, 2025·36m
  70. 70

    316. March CRE Madness: Transitory Bounce, Retail Rebound, FOMC Meeting & Trading Alerts

    Mar 21, 2025·59m
  71. 71

    315. The Business of Talent & Leadership in CRE: A Conversation with Bill Ferguson

    Mar 18, 2025·33m
  72. 72

    314. The Ides of March: Retail Concerns, CMBS Issuance Update, Housing Trends & Special Servicing Moves

    Mar 14, 2025·42m
  73. 73

    313. Tariffs, Terminations, and...Trepidation? DOGE Plays Hide & Seek, Monthly Delinquency, & Anticipatory Value Deep Dive

    Mar 7, 2025·49m
  74. 74

    312. Behind the Acquisition: Trimont’s Big Move in Commercial Mortgage Servicing with Bill Sexton, CEO

    Mar 4, 2025·31m
  75. 75

    311. Mixed Signals & More Turbulence: Consumer Confidence Drops, Opportunistic CRE Deals, Data Center Signs, Valuation Trading Alerts

    Feb 28, 2025·49m
  76. 76

    310. Bullish on CRE? "America's Commercial Real Estate Show" Host Michael Bull Tells All

    Feb 25, 2025·28m
  77. 77

    309. The CRE Check-Up: Fed's Vital Signs, CMBS Issuance Pulse, Walmart's Flu Warning, & DOGE's Office Surgery

    Feb 21, 2025·51m
  78. 78

    308. CPI Heartache: No Love for Rate Cuts, Loan Recourse 101, NYC Office Revival, & GSA Office Downsizing

    Feb 14, 2025·52m
  79. 79

    307. Evolution of the B-Piece Buyer from the 90s to Today: Scott Douglass of Prime Finance

    Feb 11, 2025·41m
  80. 80

    306. Tackling the Headlines: Trade, Tariffs, Office Narrative Turnaround

    Feb 7, 2025·53m
  81. 81

    305. Deep-Sixed by DeepSeek? AI Disruption & Data Centers, Fed’s Patience, Trump’s Buyout Offer, & Property Stories

    Jan 31, 2025·56m
  82. 82

    304. Housing Market Reality Check with MacroEdge: Inventory, Affordability & Demographics

    Jan 28, 2025·45m
  83. 83

    303. Ink Meets Impact: Executive Orders, Fannie Freddie Privatization, Multifamily Data & Major Transactions

    Jan 24, 2025·46m
  84. 84

    302. Taxes, Transactions, 2025 Themes: Wildfire Tax Relief, Sales Transactions, & CREFC Takeaways

    Jan 17, 2025·53m
  85. 85

    301. Your 2025 REIT Playbook with David Auerbach, Hoya Capital

    An interview with David Auerbach of Hoya Capital discussing his background and 2025 REIT investment playbook.

    Jan 14, 2025·55m
  86. 86

    300. Celebrating A Milestone: Office Origination Deep Dive, Potential Fallout of CA Wildfires, and Mega Dollar Deals

    Jan 10, 2025·52m
  87. 87

    299. CRE Market Context: 2025 Predictions, Delinquency Perspectives, Credit Events, & Opportunities Ahead

    Jan 3, 2025·59m
  88. 88

    298. Putting a Bow on 2024: CRE Headlines & Data Behind the Narratives

    Dec 27, 2024·50m
  89. 89

    297. Resiliency in 2024, Fed's Holiday Surprise, Portfolio Loans in the Special Servicing Stocking, & 2024 Wrap Up

    Dec 20, 2024·56m
  90. 90

    296. Getting Eyeballs & Closing Deals: SERHANT Commercial Gives Their Perspective

    Dec 17, 2024·28m
  91. 91

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

    Dec 13, 2024·52m
  92. 92

    294. Opportunities Outweigh Obstacles? Look to NYC Multifamily: Behind the Scenes with Seth Glasser | Marcus & Millichap

    A discussion on New York multifamily real estate market trends and transactions with a guest expert.

    Dec 9, 2024·41m
  93. 93

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

    Dec 6, 2024·54m
  94. 94

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

    Nov 27, 2024·55m
  95. 95

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

    Nov 22, 2024·1h 1m
  96. 96

    290. Rates are up, but so is Optimism? What the Numbers are Saying: Special Servicing Rates, Treasury Yields, CPI & Credit Stories

    Nov 15, 2024·50m
  97. 97

    289. The (Swing) State of Real Estate: Election Results & CRE Impact, Fed Conundrum, Treasuries, & $100B in Issuance

    Nov 8, 2024·44m
  98. 98

    288. Demystifying NY Multifamily Rent Control & Rent Stabilization with Avi Schron, Cammeby's International

    An interview with a real estate executive discussing his family's business history and current multifamily market in New York.

    Nov 4, 2024·41m
  99. 99

    287. Hope is Not a Strategy: CRE Extend & Pretend, Home Mortgage Rates, & Hot Hitting Stories

    Nov 1, 2024·48m
  100. 100

    286. Bond Market Blues & CRE News: Special Servicing Transfers, Office Struggles, & Industrial Sales Transactions

    Oct 25, 2024·55m
  101. 101

    285. CRE Pulse Check with Tri-State Insider James Nelson of Avison Young

    An interview with James Nelson, a top commercial real estate broker, discussing his career and insights into the market.

    Oct 23, 2024·35m
  102. 102

    284. Turbulence Before Touchdown, Bank Earnings, Retail Store Closures & Knockout Acquisition Deals

    Oct 18, 2024·57m
  103. 103

    283. Storms & Stats: Hurricane Milton, Inflation, Jobs, Special Servicing Spike, CRE Sector Stories

    Oct 11, 2024·57m
  104. 104

    283. Storms & Stats: Hurricane Milton, Inflation, Jobs, Special Servicing Spike, CRE Sector Stories

    Oct 11, 2024·57m
  105. 105

    283. Storms & Stats: Hurricane Milton, Inflation, Jobs, Special Servicing Spike, & CRE Sector Stories

    Oct 11, 2024·57m
  106. 106

    282. Commodity vs. Authority in CRE Brokerage: Motivation & Insights with The Massimo Group

    Oct 8, 2024·36m
  107. 107

    281. Resiliency or is CRE Comfortable with the Uncomfortable? Strikes, Storms, & Delinquencies

    Oct 4, 2024·55m
  108. 108

    280. CRE Industry Reacts to Rate Cut, Bullish Las Vegas Hotel Sector, & More Office Stories

    Sep 27, 2024·49m
  109. 109

    279. Want Perspective? Market Deep Dive with a Firm that Sees it All – Starwood Property Trust

    Sep 24, 2024·45m
  110. 110

    278. Where Were You When the Fed Cut Interest Rates?, CMBS Trading Alerts, & More

    Sep 19, 2024·51m
  111. 111

    277. Beyond the Cubicle: What Does the Office Data Really Show? LIVE at California MBA WSCREF

    Sep 17, 2024·1h
  112. 112

    276. Commercial Property Insurance Insights with Skylar Romines

    Sep 12, 2024·36m
  113. 113

    275. Weak JOLTS Report, Marginal Rent Growth, & More Loans Transferred to Special Servicing

    Sep 5, 2024·37m
  114. 114

    274. Is the Rent too Damn High?, Multifamily Deep Dive, Data Center Data, & Delinquency Sneak Peek

    Aug 29, 2024·52m
  115. 115

    273. Summer of Special Servicing, Trimont's Ascension, August Property Transfers, MSA Bulls & Bears

    Aug 23, 2024·44m
  116. 116

    272. From Wall Street to Y'all Street: Economic Shifts, Hotel Woes, & Office Loan Challenges

    Aug 16, 2024·44m
  117. 117

    271. Building Real Estate & Community with Sean Sweeney; Development, Design, and Education

    Aug 12, 2024·31m
  118. 118

    270. The Carry Trade Selloff, Regional vs. Superregional Mall Distress, & Appraisal Reduction Trends

    Aug 9, 2024·52m
  119. 119

    269. Fed Holds Steady, Indices Predict Pricing Bottom, Insurance Costs, & Office Delinquencies Rise

    Aug 1, 2024·48m
  120. 120

    268. Bank CRE Portfolio Deep Dive, SASB Analysis, Special Servicer Transfers & Appraisal Reductions

    Jul 25, 2024·52m
  121. 121

    267. Regional Fed Beige Book Update, CMBS Trading Alerts, Rent Control Rundown

    Jul 19, 2024·51m
  122. 122

    266. Temperature Check: Stress Tests, CPI, New Originations, & Dry Powder Update

    Jul 12, 2024·48m
  123. 123

    265. Will July Bring Fireworks to CRE? Building Permits, Fund Redemptions, Regional Bank Fundraise

    Jul 4, 2024·51m
  124. 124

    264. Firms Commit to Deploy Dry Powder, Banks Begin to Sell NPLs, Delinquency & SASB Update

    Jun 28, 2024·50m
  125. 125

    263. Consumer Spending Dip, Sunbelt Multifamily, Ground Lease Valuation, & Industrial Sales

    Jun 20, 2024·59m
  126. 126

    262. Gritty Optimism in CRE, Need for Price Discovery, & Mixed Multifamily Narratives

    Jun 15, 2024·51m
  127. 127

    261. Will Fed Follow Canadian & European Rate Cuts? Foreclosures 101, Modification Insights

    Jun 8, 2024·53m
  128. 128

    260. Stick to the Economic Data or Trust Your Gut?; Analyzing Loan Modification Trends

    May 31, 2024·57m
  129. 129

    259. Surveys, Sales, Sublease, & Data Center Digest

    May 25, 2024·51m
  130. 130

    258. Unpacking the Data – Hot PPI, Cool CPI; NYC Rent Stabilization; Office Special Servicing

    May 17, 2024·57m
  131. 131

    257. Unemployment Uptick, SLOOS Commentary, Met Gala Grumblings

    May 9, 2024·46m
  132. 132

    255. Fed Holds Rate, Fast Food Earnings, Mixed-Use Overview, Delinquency Rundown

    May 4, 2024·53m
  133. 133

    256. Justin Pugh's Playbook: From the NFL to CRE Success & Mentorship

    May 2, 2024·25m
  134. 134

    254. Data Vault Unlocked: Modifications, Maturities, Mortgages; Property Types by the Numbers

    Apr 26, 2024·1h 2m
  135. 135

    253. Powell's Reverse Pivot, Strong Mall Issuance, Property Transactions, & Appraisal Reductions

    Apr 19, 2024·57m
  136. 136

    252. From 6 to 3, to Higher for Longer, to Later & Less; $2.00/sf Office Sale?; CRE Market Review

    Apr 12, 2024·52m
  137. 137

    251. Navigating the Evolving Mall Space with Oscar Parra of Pacific Retail Capital Partners

    Apr 8, 2024·46m
  138. 138

    250. Stocks Slide, Distressed Chicago Multifamily Comps, Strong Industrial Transactions

    Apr 5, 2024·53m
  139. 139

    249. Are CRE Distress & Optimism Mutually Exclusive? Green Shoots, Crabgrass, & Bank Loan Data

    Mar 29, 2024·47m
  140. 140

    248. 2024 Rate Cuts? Details in the Dot Plot; Joann Bankruptcy; CRE Appraisal Reductions

    Mar 23, 2024·52m
  141. 141

    247. Warm Inflation, Cool Retail Sales, & Family Dollar Stores Being Put on Ice

    Mar 15, 2024·58m
  142. 142

    246. Market Moves: Powell's Testimony, S&P 500's Continued Climb, Apartment Sales, & Loan Losses

    Mar 6, 2024·49m
  143. 143

    245. Leaping Through Data – Macy’s, Malls, Delinquency Report, & Discounted Payoffs

    Mar 1, 2024·54m
  144. 144

    244. Office Valuations, Malls Not out of the Woods?, AI Question Marks for CRE

    Feb 22, 2024·38m
  145. 145

    243. Extend &… Pretend, Profit or Peril? Office Environment; Lodging Maturities; Property News

    Feb 16, 2024·52m
  146. 146

    242. CRE & Bank Turmoil Strikes Mainstream Media Chord; Surveys, Sales, & Shout outs

    Feb 9, 2024·49m
  147. 147

    241. Commercial REality Check: What Fed Pivot? & More with Danielle DiMartino Booth and Dan McNamara

    Feb 2, 2024·50m
  148. 148

    240. Immaculate Disinflation?; Retail & Hotel Sales; Office Operating Expenses

    Jan 26, 2024·54m
  149. 149

    239. Mixed-Bag Update: Strong Retail Sales, Turbulent Bank Earnings, Loans in Special Servicing

    Jan 18, 2024·47m
  150. 150

    238. CRE Temperature Check at CREFC Miami: Resilience in a Wary Market

    Jan 12, 2024·43m
  151. 151

    237. Structural Changes in CRE Debt Markets, Ares' Bryan Donohoe Helps Us Sort it Out

    Jan 10, 2024·33m
  152. 152

    236. New Year Normalization: December Delinquencies, Multifamily 101, Retail Resilience

    Jan 5, 2024·42m
  153. 153

    235. Taking Stock of 2023: A Look Back & Ahead for CRE Finance

    Dec 29, 2023·53m
  154. 154

    234. Holiday Blues No More? Falling Rates Shine Light at End of 2023 Tunnel for CRE

    Dec 20, 2023·48m
  155. 155

    233. Rates Plummet After Fed Announcement: Is it Enough to Kickstart the CRE Market? Our Hot Takes

    Dec 14, 2023·54m
  156. 156

    232. Lending & Leases & CRE Sales (Oh My!) But Still Plenty of CRE Bears

    Dec 7, 2023·48m
  157. 157

    231. Falling Rates, Issuance Uptick Make for (Very) Cautious Optimism Heading into 2023 Home Stretch

    Nov 30, 2023·53m
  158. 158

    230. As Distressed Assets Pile Up, Shlomo Chopp Tells Us How to Look for Opportunities

    Nov 29, 2023·43m
  159. 159

    229. Alarm Bells from Retail Earnings; Reasons for Thanks in CRE

    Nov 23, 2023·52m
  160. 160

    228. Carmen Spinoso Proves There is Still Value in Many US Malls, With Spinoso Real Estate Group

    Nov 21, 2023·49m
  161. 161

    227. CPI Sends T-Yields Tumbling & REIT Shares Higher, But Retail CEOs Warn of Holiday Season

    Nov 17, 2023·47m
  162. 162

    226. Rate Rally Hits Brick Wall; WeBroke; CMBS Deals Show Signs of Office & Hotel Lending Life

    Nov 9, 2023·46m
  163. 163

    225. Multifamily Market Update, Where are the Opportunities Now? With Matthew Frazier, Jones Street

    Nov 7, 2023·32m
  164. 164

    224. Markets U-Turn as Treasury Yields & Risk Spreads Tumble; Mall Optimism; Bay Area Office Pain

    Nov 2, 2023·47m
  165. 165

    223. Mixed Economic News Ahead of Fed Decision, Strong GDP, Silver Linings in CRE Issuance

    Oct 25, 2023·45m
  166. 166

    222. Mall Green Shoots Offset by Miserable Office Headlines; New Lending Comps

    Oct 20, 2023·1h 1m
  167. 167

    221. War in Middle East; Office, Hotel, Multifamily, Industrial Comps for Buyers/Sellers to Process

    Oct 13, 2023·49m
  168. 168

    220. Rates Up, Risk Premiums Jump, and Lots of Painful CRE Comps

    Oct 6, 2023·53m
  169. 169

    219. Nowhere to Hide: CRE & CMBS Delinquencies, Jingle Mail, Dwindling Consumer Confidence

    Sep 28, 2023·49m
  170. 170

    218. Life, Lending, & Rock 'n' Roll: The Father of CMBS, Ethan Penner, Tells us How it all Started

    Sep 26, 2023·52m
  171. 171

    217. Extensions & Modifications, Insurance Rundown, REIT Bankruptcy, & Dot Plot Discussion

    Sep 22, 2023·48m
  172. 172

    216. Behind 280 Characters: StripMallGuy Opens Up on Anonymity, Tenants, & Chick-fil-A with Trepp

    Sep 20, 2023·47m
  173. 173

    215. Downsizings Haunt Office CRE: Microsoft, Shell, KPMG Bring Painful Reminders (& Trading Alerts)

    Sep 15, 2023·49m
  174. 174

    214. September Swoon: Healthy Market Pause or More? FDIC Loan Sale; Pigs Fly: CA Office Green Shoots

    Sep 7, 2023·51m
  175. 175

    213. CRE Rundown: Transactions, Office Value Reductions, Puerto Rican Loan Pay Off, Delinquency Data

    Aug 31, 2023·48m
  176. 176

    212. Get the 'Knak' with CRE Legend Bob Knakal: Data-Driven Update, Retail Green Shoots, Policy

    Aug 29, 2023·55m
  177. 177

    211. Multifamily Comps Galore; Retail Earnings Concerns; Interest Rates Level Off Ahead of Fed Talk

    Aug 25, 2023·50m
  178. 178

    210. Late Summer Blues: Can Rising Treasury Yields Stall the CRE Markets?

    Aug 17, 2023·47m
  179. 179

    209. Soft Landing Doesn’t Mean No Turbulence; WeWork Exposure; Where to Hide in CMBS

    Aug 11, 2023·55m
  180. 180

    208. Ringing in August with CRE Green Shoots; What Can Go Wrong?

    Aug 2, 2023·43m
  181. 181

    207. Frisky Business: Solid Economic Data, Stocks Surging, CRE Sales. Are we Back?

    Jul 28, 2023·52m
  182. 182

    206. Irrational Exuberance in the Markets?; Property Transfers & Deed-in-Lieu; Multifamily Expenses

    Jul 20, 2023·51m
  183. 183

    205. Risk On! Inflection Point or False Flag? Enthusiasm Everywhere, Bearishness in Short Supply

    Jul 12, 2023·51m
  184. 184

    204. No Holiday Lull for CRE: Comps Galore, Big Office News, H1 CMBS Recap

    Jul 6, 2023·44m
  185. 185

    203. Comps Comps Comps, Sales Comps Dominate News; Delinquencies Rise

    Jun 29, 2023·53m
  186. 186

    202. Did Fed Pause Stall the Market? New Issue Pricing & Property Sector Rapid-Fire Rundown

    Jun 22, 2023·47m
  187. 187

    201. Optimism Hard to Find at CRE Event; Industrial Hitting a Wall?; Retail Owner Throws in Towel

    Jun 16, 2023·48m
  188. 188

    200. Cutting Through the Haze; Looming Hotel Default Renews Lodging Concerns; More Office Subleases

    Jun 10, 2023·51m
  189. 189

    199. Office Delinquencies Hit 5-Year High; Issuance Defies Debt Ceiling Drama; State of CRE Market

    Jun 2, 2023·45m
  190. 190

    198. Charting CRE Distress from Peak to (Silicon) Valley: TreppWire Recorded LIVE at NAIOP

    May 26, 2023·55m
  191. 191

    197. Debt Ceiling Deal Debate; CRE Poker Face: Hold ‘Em or Fold ‘Em; Office Special Servicing Moves

    May 19, 2023·43m
  192. 192

    196. Storm Brewing… CRE Issues May be Least of Concerns; Retail Extensions; Rental Rates 101

    May 12, 2023·46m
  193. 193

    195. Jittery Markets, More Bank Fallout, Office Comps

    May 5, 2023·45m
  194. 194

    194. Retail Apocalypse No More… Shifting Market Dynamics: TreppWire Recorded LIVE at ICSC

    Apr 24, 2023·45m
  195. 195

    193. Investors Exhale After Bank Earnings, but Hold Breath Watching Office News...

    Apr 20, 2023·35m
  196. 196

    192. Good Vibrations in a Shaky Market? Some Even in Office

    Apr 11, 2023·43m
  197. 197

    191. Tightening Credit Conditions, The Frustration Index, “Non-Issuance”

    Apr 6, 2023·43m
  198. 198

    190. It's Happening: Office Delinquencies Tick Up Again, Calls for Bank Regulation, and Wrap on Q1

    Apr 1, 2023·47m
  199. 199

    189. Impending Credit Crisis? Perspective from a Private Lender, Warren de Haan, ACORE Capital

    Mar 29, 2023·35m
  200. 200

    188. Volatility Up, Liquidity Down for Banks & CRE; Office Turmoil; Restructuring Program Needs?

    Mar 25, 2023·47m
  201. 201

    187. Holding Pattern for CMBS Lenders; Cash is King for Banks; Liquidity, Anyone?

    Mar 17, 2023·53m
  202. 202

    186. CMBS Spread Widening: Buying Opportunity or Trouble Coming?; Flurry of Office News

    Mar 10, 2023·41m
  203. 203

    185. Making Sense of $30 Trillion in Bills, A Debt Ceiling Clock, & QT with Danielle DiMartino Booth

    Mar 8, 2023·41m
  204. 204

    184. Good News is Hard to Find: Delinquency Jumps, Sublease Siege, Massive Trading Alert

    Mar 3, 2023·48m
  205. 205

    183. Mixed Economic & Earnings Messages, Signs of Stagflation – What Does it Mean for CRE?

    Feb 24, 2023·43m
  206. 206

    182. Expiring Leases and Office Maturities, Multifamily Loan Moves, Healthy Travel Earnings

    Feb 17, 2023·46m
  207. 207

    181. Hotels Roaring Back, Industrial Weakening, Tech Impact to Office

    Feb 10, 2023·49m
  208. 208

    180. Seismic Shift in Office? Podcast Trading Alert, Multifamily Markets to Watch, Grocery Retail

    Feb 2, 2023·51m
  209. 209

    179. Bumpy Year Ahead, Loan Spreads in Volatile Times, Renters’ Bill of Rights & Multifamily Impact

    Jan 27, 2023·52m
  210. 210

    178. CRE Transactions Drop, Big City Office Blues Hit Seattle, Japanese Bond Market

    Jan 20, 2023·48m
  211. 211

    177. ‘Game of Chicken’ for Players in CRE Finance, CREFC Sentiment; Office Sublease Special

    Jan 13, 2023·54m
  212. 212

    176. New Year, Same Market Concerns; CMBS Delinquencies Rise, Office & Retail Layoffs, Closures

    Jan 6, 2023·51m
  213. 213

    175. A Look Back & Ahead: 2022 CRE Market Surprises, What’s to Come in 2023

    Dec 30, 2022·48m
  214. 214

    174. Weak Retail Sales & More Office CMBS Turmoil, Soft Housing Market, Holiday Wishlist

    Dec 23, 2022·45m
  215. 215

    173. All Eyes on Office, Fed Dot Plot, Violent Market Reaction

    Dec 16, 2022·37m
  216. 216

    172. Gloomy CRE Mood: Is Office the New Mall? Industrial Cracks, But Plenty of Hotel Green Shoots

    Dec 9, 2022·43m
  217. 217

    171. Loan Modifications, the Trepp Unicorn Story, Multifamily Delinquencies

    Dec 2, 2022·47m
  218. 218

    Special Interview: Prepping for the Dana Point Corporate CLO Summit with Lauren Bautista, Opal Group

    Nov 30, 2022·33m
  219. 219

    170. Extensions, Missed Payments, Dropping Values: Smorgasbord of CRE News

    Nov 22, 2022·50m
  220. 220

    169. Finding Green Shoots (As People Seek Taylor Swift Tix); Floating Rate CRE CLOs; Retail Earnings

    Nov 17, 2022·47m
  221. 221

    168. Making Sense of Midterms and the CRE Regulatory Landscape with the Mortgage Bankers Association

    Nov 16, 2022·35m
  222. 222

    167. Tech Wreck & Housing Cracks, REIT Earnings Rundown, Student Housing Distress

    Nov 11, 2022·50m
  223. 223

    166. Will Floating-Rate Loans Sink Upon Maturity?, Delinquencies Rise, No Leaks in the Boat... Yet

    Nov 4, 2022·50m
  224. 224

    165. Tech Turmoil Weighs on Markets; Will Falling CRE Prices Lead to Fed Pivot?

    Oct 28, 2022·51m
  225. 225

    164. Wading Through Some CRE Distress with Tony Yousif, SVN

    Oct 25, 2022·41m
  226. 226

    163. Subleases & Givebacks Galore; $300 Billion of Upcoming Maturities; Where’s the Stress?

    Oct 20, 2022·44m
  227. 227

    162. Rising Rates, Cost of Interest Rate Caps Threaten to Derail CRE; Top 5 Multifamily Markets

    Oct 14, 2022·41m
  228. 228

    161. Digging Through the Data: Multifamily Cracks, CMBS Metrics, Bank Earnings Predictions

    Oct 6, 2022·50m
  229. 229

    160. Searching for Light in a Stormy Market, CRE Distress, Hurricane Exposure

    Sep 30, 2022·45m
  230. 230

    159. CEO Warnings, Surging Interest & Cap Rates, Dot Plot Danger: Where Are Green Shoots?

    Sep 23, 2022·49m
  231. 231

    158. Bleak Week: Mixed Bag of CRE & Economic Data; Inflation, Transactions, Trading Alerts

    Sep 16, 2022·49m
  232. 232

    157. Can CRE Weather Looming Geopolitical Storms? Outlook for Remainder of 2022

    Sep 10, 2022·45m
  233. 233

    156. Is CRE the Cure for Summertime Blues?, Tick Tick of Office Distress, CMBS Delinquencies

    Sep 2, 2022·48m
  234. 234

    155. Which Way is the Wind Blowing? Making Sense of a Choppy Market; CRE Value (D.U.S.T)

    Aug 26, 2022·46m
  235. 235

    154. Excess Inventory & Earnings, Thawing in CMBS Market?, Hotel Transaction Bounce-Back

    Aug 19, 2022·39m
  236. 236

    153. Time to Play Offense or Defense? CRE & Lending Update with Rachael Brown, The Bank of Tampa

    Aug 14, 2022·31m
  237. 237

    152. CRE Sentiment: Sunny Skies or Eye of the Storm?; Developments & Demand, CMBS Signs of Life

    Aug 12, 2022·52m
  238. 238

    151. Special Episode: Global CRE & Structured Finance Review Amid Market Volatility

    Aug 9, 2022·23m
  239. 239

    150. Strong REIT Earnings, Positive Economic News, The CPI ‘FYI’

    Aug 5, 2022·48m
  240. 240

    149. Complacency Picking Up, No Signs of Disaster Yet; Cap Rates, Retail Earnings

    Jul 28, 2022·58m
  241. 241

    148. Positive Earnings & Geopolitical News Ease Frayed Nerves, Resi Issues Loom...

    Jul 22, 2022·48m
  242. 242

    147. Should We Panic Yet?: CRE Hits a Wall, Crabby Crabgrass, Earnings Disappoint

    Jul 15, 2022·54m
  243. 243

    146. Will CRE Muddle Through? Delinquency Blip or Inflection Point, Office Vacancies

    Jul 7, 2022·41m
  244. 244

    145. First-Half CRE Scorecard, High Watermark Transactions, Bank Loan Data

    Jul 1, 2022·51m
  245. 245

    144. 5 Pillars of Office Health, Retail vs. Office, Where’s the Multifamily Risk?

    Jun 24, 2022·49m
  246. 246

    143. Unpacking The Fed's Decision; CREFC Sentiment; Making Sense Of The Gloom & Doom

    Jun 15, 2022·49m
  247. 247

    142. Office? Apocalypse Not, Has Inflation Peaked? and Key Trading Alerts

    Jun 9, 2022·49m
  248. 248

    141. Resurgence of the Office Debate, CMBS 123, Retail Credit News

    Jun 4, 2022·47m
  249. 249

    140. Office: Death by a Thousand Cuts?, Filet Mignon & SASB Deals, Retail Mixed-Bag

    May 27, 2022·54m
  250. 250

    139. Despite Dismal Retail Earnings, Green Shoots in CRE and CMBS

    May 20, 2022·56m
  251. 251

    137. A Shifting CRE Landscape & Investment Insights with Carly Tripp, Global CIO, Nuveen Real Estate

    May 12, 2022·32m
  252. 252

    138. CRE Lender Sentiment and Sectors to Watch, Hot Industrial Market or Plateau?, Office Woes

    May 11, 2022·45m
  253. 253

    136. How Recent Tech Earnings Indicate a Market Top for CRE; Delinquency, Amazon, and The Fed

    May 6, 2022·56m
  254. 254

    135. Tech Earnings Impact on CRE, Multifamily Financials, Offices Downsizing

    Apr 28, 2022·55m
  255. 255

    134. Higher Interest Rates Fail to Cool Off Hot CRE Markets; Office, Retail & Student Housing Deals

    Apr 23, 2022·51m
  256. 256

    133. CRE Lending with Matthew Osborne, Eastern Bank: Life-Science Growth; Pandemic Look Back

    Apr 20, 2022·38m
  257. 257

    132. Brokers Start Your Engines, Office Sales; Multifamily NOI Teaser; Retail Review

    Apr 16, 2022·58m
  258. 258

    131. Operators Shedding Retail Assets, Office Occupancy, Single-Family Rental Update

    Apr 7, 2022·43m
  259. 259

    130. Bank Loans to Watch, CRE Impact of Rising Rates, Sneak Peek at Delinquencies

    Apr 2, 2022·50m
  260. 260

    129. Digesting Rising Interest Rates, Cap Rates, and Liquidity

    Mar 24, 2022·44m
  261. 261

    128. State of CRE Lending, Office Mixed Greens, Fed Announcement

    Mar 19, 2022·47m
  262. 262

    127. Inflation & Consumer Behavior, Property Comps, Risk Retention Loan Performance

    Mar 11, 2022·47m
  263. 263

    126. Array of CMBS News, Office, Retail, and Industrial CRE Happenings

    Mar 4, 2022·52m
  264. 264

    125. Special Episode: How the War in Ukraine Could Impact Europe, A CRE & Structured Finance Update

    Feb 25, 2022·26m
  265. 265

    124. Sobering Russia/Ukraine News Yet to Impact CRE, Appeal of Defeasances, Property Sales

    Feb 25, 2022·42m
  266. 266

    123. Record-Breaking Deals, Industrial Interest, Stress Testing Scenarios

    Feb 18, 2022·41m
  267. 267

    122. Making Sense of Inflation & CRE, Hotel Headwinds, Office Moves, Multifamily Benchmarks

    Feb 11, 2022·38m
  268. 268

    121. Mixed-Bag of Office News in US Cities, CMBS vs. Bank CRE Loan Performance

    Feb 4, 2022·52m
  269. 269

    120. Retail Rundown with Lauren Thomas, CNBC: Peloton Woes, Earnings Predictions

    Feb 2, 2022·39m
  270. 270

    119. Market Volatility & CRE, Mall Loan Defeasances, Hotel Distress

    Jan 28, 2022·40m
  271. 271

    118. Risk & Reward of Debt vs. Equity with Pasquale Cardone II, PC2 Capital

    Jan 21, 2022·39m
  272. 272

    117. Unpleasant CRE Surprises, Hotel & Office Happenings, CREFC Confidential

    Jan 14, 2022·51m
  273. 273

    116. Rare Uptick in Delinquencies, Big Week for Office News, Retail Closures

    Jan 7, 2022·41m
  274. 274

    115. Looking into the CRE Crystal Ball: 2022 Predictions & Resolutions

    Dec 30, 2021·55m
  275. 275

    114. Scary Parallels of Retail & Office, Mall Comps, Alternative Asset Classes

    Dec 22, 2021·49m
  276. 276

    113. Health Check on the Heavily-Watched Retail, Office, & Lodging Sectors

    Dec 17, 2021·36m
  277. 277

    112. Post-COVID Property Valuations, Hotel Transactions, Office Occupancy

    Dec 10, 2021·45m
  278. 278

    111. Hotel Loan Cures, Mixed Office News, Green Shoots in the Metaverse

    Dec 2, 2021·49m
  279. 279

    110. Black Friday Bonanza, Retail Worries; What's Weighing on the Markets?

    Nov 23, 2021·44m
  280. 280

    109. Retail Renaissance or False Start? “Next Big Short” CMBX 6 Update, Office Green Shoots

    Nov 19, 2021·40m
  281. 281

    108. Navigating Challenges in CRE: Business Workouts & Receiverships with Douglas Wilson Companies

    Nov 11, 2021·31m
  282. 282

    107. Office & Hotel Must-Knows, Brick-and-Meta Retail, Milestone COVID Delinquency Rate

    Nov 5, 2021·38m
  283. 283

    106. Signs of Life in Chicago Office, Life Science Sector on Fire, Quarterly Data Review

    Oct 29, 2021·45m
  284. 284

    105. Uptick in Hotel Activity, Scariest Macro Issues, Near-Record Issuance Levels

    Oct 22, 2021·47m
  285. 285

    104. Wave of Office Downsizings, Mall Loan Extensions, Bank Earnings

    Oct 16, 2021·45m
  286. 286

    103. Making Sense of D.C. & CRE with Mike Flood, Mortgage Bankers Association (MBA)

    Oct 7, 2021·42m
  287. 287

    102. Markets in Turmoil, CRE Standing Strong

    Oct 1, 2021·35m
  288. 288

    101. Misallocation of Funds, Evergrande & the Economy, Office Headwinds, Rental Rates 101

    Sep 24, 2021·47m
  289. 289

    100. CRE’s Wild Ride, Business Travel Blues, Office Return Rollbacks, and Retail Must-Knows

    Sep 16, 2021·40m
  290. 290

    99. The Return to Office Change-up: Is a Sell-off in Our Future?

    Sep 9, 2021·45m
  291. 291

    98. Taking a Stab: Making Sense of Mixed Economic & CRE News

    Sep 1, 2021·55m
  292. 292

    97. Special Episode: Trepp CRE Sentiment Survey Results, Mix of Hopeful Signs & Structural Concerns

    Aug 26, 2021·39m
  293. 293

    96. Mall Value Reductions, Credit Crisis Catalysts, Positive Retail Earnings

    Aug 20, 2021·48m
  294. 294

    95. Summer CRE Potpourri: Retail & Office Green Shoots and Need-to-Know News

    Aug 12, 2021·49m
  295. 295

    94. Hotel Sales Comps, Retail Earnings, Return to Office Rollbacks, Eviction Ban Extension

    Aug 6, 2021·48m
  296. 296

    93. Vaccine Mandates, Metro Rankings, Earnings Messages

    Jul 30, 2021·53m
  297. 297

    92. Retail Loan Purgatory, Mall Valuation Drops, Office Moves and Migrations

    Jul 22, 2021·47m
  298. 298

    91. NOI Analysis: Hotel & Mall Pain, The Office Tenant Rollover, CRE Headlines

    Jul 15, 2021·44m
  299. 299

    90. Issuance Investigation: First-Half 2021 Trends and Activity, A Blend of Retail and Office News

    Jul 9, 2021·45m
  300. 300

    89. CRE Recovery: Judging First-Half 2021 Predictions, Buying Distressed Assets, CMBS Spreads Update

    Jul 2, 2021·44m
  301. 301

    88. The Mall Loan Witness Protection Program, Stress Test Results, Week of Regulatory News

    Jun 24, 2021·49m
  302. 302

    87. CRE's Good, Bad, & Unknown: Mid-Year Property Type Review, CREFC Confidential

    Jun 18, 2021·49m
  303. 303

    86. Must-Know Office and Retail News, Banking Regulatory Shift, CECL Update

    Jun 11, 2021·54m
  304. 304

    85. Hotels Rebounding, Office and Multifamily Occupancy, The Donut Effect

    Jun 5, 2021·51m
  305. 305

    84. We’re Back: Hotels, Retail, & Office Turning the Corner; Positive News This Week

    May 29, 2021·45m
  306. 306

    83. Managing Real Estate Risk with Dr. Eva Steiner, Penn State Smeal College of Business

    May 25, 2021·31m
  307. 307

    82. Movie Theaters, Shopping Malls, and More Office Moves

    May 20, 2021·52m
  308. 308

    81. Liquidity in Commercial Real Estate with Jim Shevlin, CWCapital and RealINSIGHT

    May 18, 2021·35m
  309. 309

    80. A Grab Bag of Retail and Office Headlines, Inflation Confirmation

    May 12, 2021·40m
  310. 310

    79. End of 1031 Exchange?, REIT Earnings, Retail Rundown, Delinquency Report

    May 7, 2021·48m
  311. 311

    78. Homeless Hotels, Tech Titans’ Office Demand, Retail Trend Reversal

    Apr 30, 2021·49m
  312. 312

    77. Check-In on COVID Delinquencies, End of Retail Apocalypse?, Office Vacancies, Student Housing

    Apr 23, 2021·48m
  313. 313

    76. Good, Bad, & Ugly Office News, Solid Bank Earnings, Retail Property Sales

    Apr 17, 2021·53m
  314. 314

    75. Hotel & Multifamily Distress Across the U.S., Spike in CRE CLO Demand, Retail Round-Up

    Apr 9, 2021·49m
  315. 315

    74. Global Investing in Commercial Real Estate with David Bitner, Cushman & Wakefield

    Apr 5, 2021·36m
  316. 316

    73. Fresh Bank CRE Loan & CMBS Delinquency Data, Falling Multifamily Occupancy, Hotel & Sports

    Apr 2, 2021·47m
  317. 317

    72. Distressed Logjam Loosens, Hotel Deals in the Market, One Year of Podcasts

    Mar 25, 2021·49m
  318. 318

    71. Green Shoots & Crabgrass in CRE, Property Valuation News, The State of CMBX 6

    Mar 19, 2021·49m
  319. 319

    70. Road to Recovery for the Distressed Debt Market with Donald Sheets, Broadshore Capital Partners

    Mar 17, 2021·40m
  320. 320

    69. COVID-19's One Year Check-Up: Biggest Surprises in the CRE Market & Overall

    Mar 11, 2021·46m
  321. 321

    68. Delinquency Drops, Return to the Office, Performance of CRE CLOs, Texas CRE Snapshot

    Mar 5, 2021·47m
  322. 322

    67. The Resiliency of REITs, Performance and Outlook with John Worth of Nareit

    Mar 2, 2021·32m
  323. 323

    66. Early Look at NOI Changes, Hidden Delinquency Rate, New Appraisals, Co-Tenancy Clauses

    Feb 26, 2021·51m
  324. 324

    65. Falling Retail Property Values, Office Cuts, 2021 Stress Test Scenarios, Credit Enhancement 101

    Feb 20, 2021·48m
  325. 325

    64. Sublets, Shopping Malls, Slot Machines, and CMBS Deal Pricing 101

    Feb 13, 2021·52m
  326. 326

    63. Policies & Predictions: Forecast for CRE Finance with Jamie Woodwell and Mike Flood from MBA

    Feb 10, 2021·38m
  327. 327

    62. The Delinquency Digest, Eviction Moratorium Rundown, UK CRE News, Notable Leases & Sales

    Feb 6, 2021·58m
  328. 328

    61. Follow the Feet: Tracking CRE Performance Using Consumer Behavior ft Ethan Chernofsky, Placer.ai

    Feb 2, 2021·33m
  329. 329

    60. The Short Squeeze Frenzy, Conversion of Malls, Loans to Watch Across Property Sectors

    Jan 27, 2021·49m
  330. 330

    59. Vaccines and Vacancy, Cracks in Multifamily, Q4 Bank Earnings, Wave of Hotel Bankruptcies

    Jan 22, 2021·43m
  331. 331

    58. The 2021 CRE Outlook with Deloitte Real Estate’s Kathy Feucht and John D’Angelo

    Jan 18, 2021·38m
  332. 332

    57. Distressed Property Valuations, Major Metro Office Headlines, Corporate Transparency for CRE

    Jan 14, 2021·52m
  333. 333

    56. A Look at Travel and Hospitality News, More Retail Closures, What’s to Come for 2021

    Jan 8, 2021·58m
  334. 334

    55. Trepp Year-in-Review 2020: Biggest CRE Surprises, Performance by Property Type, CMBS Trends

    Dec 29, 2020·1h
  335. 335

    54. Analyzing CRE Property Valuations, Q3 Bank Loan Performance, Fresh CMBS Delinquency Data

    Dec 23, 2020·54m
  336. 336

    53. Leveraging CRE Tech during the COVID-19 Crisis with Michael Mandel from CompStak

    Dec 22, 2020·28m
  337. 337

    52. Digging into Mall Loan Losses, Retail Loan Modifications, Falling RevPAR

    Dec 17, 2020·1h 1m
  338. 338

    51. Key CRE Trends from a Broker’s Perspective with Michael Bull, America’s CRE Show & Bull Realty

    Dec 15, 2020·31m
  339. 339

    50. A Global Inflection Point, Special Servicing Rates Decline, Changes in Corporate/Consumer Habits

    Dec 10, 2020·50m
  340. 340

    49. Falling Occupancy Rates, Bank CRE Loan Delinquencies, Demand for Office Space

    Dec 3, 2020·1h 2m
  341. 341

    48. An Early Look at November Delinquency Rates, Options for Distressed Hoteliers, the Urban Exodus

    Nov 25, 2020·51m
  342. 342

    47. CRE Investing & Servicing with Adam Behlman, President of Real Estate at Starwood Property Trust

    Nov 24, 2020·38m
  343. 343

    46. Hotel Sector in Dire Straits, Warehouse Loan Hedging 101, Early Indicators of Bank Failure Risk

    Nov 19, 2020·53m
  344. 344

    45. Property Performance Predictions in a Post-Vaccine World

    Nov 12, 2020·55m
  345. 345

    44. Potential Regulatory Changes Post-Election, Risk Retention 101, Notable Q3 CRE Data

    Nov 5, 2020·51m
  346. 346

    43. CRE Investment Insights with Dr. David Hartzell & Caroline O’Neill, UNC Kenan-Flagler PE Fund

    Nov 3, 2020·40m
  347. 347

    42. The Outlook for the Distressed Debt Market, Retail Valuations, Recent CMBS Pricing Levels

    Oct 29, 2020·43m
  348. 348

    41. Borrowers Giving Back the Keys to Their Properties in Droves, 6 Month Corporate CLO Credit Cycle

    Oct 22, 2020·47m
  349. 349

    40. The Impact of COVID-19 from a Rating Agency’s Perspective with Eric Thompson from KBRA

    Oct 20, 2020·32m
  350. 350

    39. Retail Property Valuations, The Big Takeaways from Q3 Bank Earnings, Shadow Delinquencies

    Hidden gem

    Retail appraisals fell 42% on average, while Park Plaza Mall dropped from $142 million to $33 million.

    Oct 15, 2020·1h 4m·2 clips
  351. 351

    38. Key CRE Metrics for Assessing the Recovery with KC Conway, Chief Economist at CCIM

    Oct 13, 2020·38m
  352. 352

    37. The Recession-Resistant Self-Storage Sector, Loan Payoff Report, Retail & Lodging Performance

    Oct 8, 2020·52m
  353. 353

    36. CECL 101, Recent CRE Valuations, The Declining CMBS Delinquency Rate

    Oct 1, 2020·1h 2m
  354. 354

    35. Performance of CRE Bank Loans vs CMBS Loans, A Look at Occupancy Rates, The Regulatory Roundup

    Sep 24, 2020·1h 2m
  355. 355

    34. Takeaways from Mid-Month CMBS Delinquency Report, A Mixed Bag of Office News, Loan Deferrals 101

    Sep 17, 2020·52m
  356. 356

    33. Predictions for the Future of CRE Finance, Problems in Multifamily, a Wave of Retail News

    Sep 10, 2020·58m
  357. 357

    32. Hotel Valuations, Increasing Focus on the Office Sector, Treasury Yield 101

    Sep 2, 2020·59m
  358. 358

    31. CMBS Delinquency Rate Sees Another Big Decline, Underwritten vs Actual NOIs, Top Secondary MSAs

    Aug 27, 2020·57m
  359. 359

    30. A Data-Driven Approach to Assessing Property Values with Fritz Kaegi, Cook County Assessor

    Aug 26, 2020·37m
  360. 360

    29. Fresh CRE Delinquency Data, CMBS Loan Modifications 101, the Flurry of Hotel and Retail News

    Aug 20, 2020·57m
  361. 361

    28. The Economic Impact of COVID-19 on CRE with Ryan Severino, Chief Economist at JLL

    Aug 18, 2020·48m
  362. 362

    27. Analyzing Underwritten NOIs, Updates on the Lodging and Retail Sectors, Appraisal Reductions

    Aug 13, 2020·54m
  363. 363

    26. The Big Takeaways from REIT Earnings Season

    Aug 6, 2020·1h
  364. 364

    25. Deep Dive into HOPE Act & 1031 Exchange, Shadow Vacancy Rates, Big Drop in CMBS Delinquencies

    Jul 30, 2020·55m
  365. 365

    24. The State of the Distressed CRE Debt Market with Donald Sheets from Broadshore Capital Partners

    Jul 28, 2020·46m
  366. 366

    23. Signs of Progress and Peril in the US and European CRE and CLO Markets

    Jul 23, 2020·59m
  367. 367

    22. Improving CMBS Delinquency Rates, Noteworthy CRE Stories, Shifting Trends in Office

    Jul 16, 2020·38m
  368. 368

    21. Legal & Regulatory Challenges in CRE with Rick Jones, Finance & Real Estate Partner, Dechert LLP

    Jul 14, 2020·29m
  369. 369

    20. The Impacts of COVID-19 at the Mid-Year: Fleeting Eclipse or A New Dark Age?

    Jul 9, 2020·42m
  370. 370

    19. CMBS Delinquency Rate Nears All-Time High, Hotel Debt Relief, Takeaways from Bank Stress Tests

    Jul 1, 2020·47m
  371. 371

    18. Surprises in MSA Delinquencies, Congressional Request for CMBS Borrower Relief, “Problem Banks”

    Jun 25, 2020·46m
  372. 372

    17. The Future of CRE with Brian Stoffers, Global President at CBRE and MBA Chairman

    Jun 23, 2020·42m
  373. 373

    16. Signs of Stress in Corporate CLO Market, Record-Breaking CMBS Delinquencies, Exodus from Cities

    Jun 18, 2020·48m
  374. 374

    15. What CMBS Borrowers Need to Know in COVID Times

    Jun 16, 2020·41m
  375. 375

    14. More Bad Retail News, A Look at the CMBX 7 Index, Credit Supply Risk in Corporate CLOs

    Jun 11, 2020·35m
  376. 376

    13. The Big Short of CMBX 6 with Dan McNamara and Catie McKee from MP Securitized Credit Partners

    Jun 8, 2020·32m
  377. 377

    12. Massive Spike in CMBS Delinquencies, Loan Forbearance Expectations, Office Exposure in CMBX 12

    Jun 5, 2020·38m
  378. 378

    11. Making Sense of the Retail Market with Jan Kniffen

    Jun 1, 2020·31m
  379. 379

    10. Two Schools of Thought on the Future of Office, Borrower Relief Options, CRE Delinquencies

    May 28, 2020·47m
  380. 380

    9. Digging into CMBX and Store Closures, New Performance Data on Lodging, Retail and Multifamily

    May 21, 2020·38m
  381. 381

    8. The Impact of COVID-19 on CRE Valuations, the Next Wave of Delinquencies, New CMBS Issuance

    May 14, 2020·46m
  382. 382

    7. Assessing CRE Risk, The Next Steps for Hotel Loans, The Future of Retail and the Amazon Effect

    May 7, 2020·41m
  383. 383

    6. The Rise in CRE Delinquencies, What Smart Money is Looking at, Signs of Life in Corporate Loans

    Apr 30, 2020·38m
  384. 384

    5. The Coming Wave of Distressed Assets, the Week in Retail and CMBX, More CLO Downgrades

    Apr 23, 2020·41m
  385. 385

    4. Sharp Increase in Non-Payment on Hotel and Retail Loans, Bank Earnings, Downgrade Risk in CLOs

    Apr 16, 2020·30m
  386. 386

    3. Predictions for the Economic Recovery, Potential Concerns in CMBS, A Look at Student Housing

    Apr 8, 2020·24m
  387. 387

    2. Forecasting Retail and Lodging Performance, The "Big Short" against CMBX 6, Hidden Risks in CRE

    Apr 1, 2020·33m
  388. 388

    1. What Happened This Week? The Impact of COVID-19 on CRE, CMBS and CLOs

    Mar 25, 2020·25m