Podcast TreppWire terbaik (2025)

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313. Tariffs, Terminations, and...Trepidation? DOGE Plays Hide & Seek, Monthly Delinquency, & Anticipatory Value Deep Dive 49:25

5d ago49:25

49:25

In this week's episode of The TreppWire Podcast, we discussthe recent economic headlines we’ve seen week after week – including inflation, tariffs and immigration – to continue to bring you fresh perspectives on why matter for the commercial real estate (CRE) markets. We discuss the GSA office property data behind the properties they want might wan…

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312. Behind the Acquisition: Trimont’s Big Move in Commercial Mortgage Servicing with Bill Sexton, CEO 31:20

7d ago31:20

31:20

In a special guest episode of The TreppWire Podcast, we welcome Bill Sexton, CEO of Trimont, to discuss Trimont's landmark acquisition of Wells Fargo’s non-agency third-party commercial mortgage servicing business. This deal makes Trimont the largest loan servicer in the U.S., managing approximately 11% of all U.S. commercial real estate (CRE) debt…

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311. Mixed Signals & More Turbulence: Consumer Confidence Drops, Opportunistic CRE Deals, Data Center Signs, Valuation Trading Alerts 48:37

12d ago48:37

48:37

In this week's episode of The TreppWire Podcast, we analyze recent economic indicators showing mixed signals, including declining consumer confidence at an 8-month low and the Fed's expected rate path through 2025. We examine the impact of new tariffs on market volatility and discuss recent high-profile CRE deals, including Apollo's acquisition of …

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310. Bullish on CRE? "America's Commercial Real Estate Show" Host Michael Bull Tells All 28:13

14d ago28:13

28:13

In this special guest episode of The TreppWire Podcast, we are joined by Michael Bull, founder and CEO of Bull Realty, and host of America’s Commercial Real Estate Show. With over 35 years in commercial real estate and more than $8 billion in transactions, Michael shares insights from his journey from leasing apartments while in college to running …

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309. The CRE Check-Up: Fed's Vital Signs, CMBS Issuance Pulse, Walmart's Flu Warning, & DOGE's Office Surgery 51:26

19d ago51:26

51:26

In this week’s episode of The TreppWire Podcast, we examine the Fed's latest signals on interest rates, covering the evolving inflation landscape and newly proposed bank capital requirements that could reshape CRE lending. We review Walmart's lower-than-expected 2026 fiscal guidance and potential impacts of tariffs on retail spending. We explore DO…

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308. CPI Heartache: No Love for Rate Cuts, Loan Recourse 101, NYC Office Revival, & GSA Office Downsizing 52:22

26d ago52:22

52:22

In this week's episode of The TreppWire Podcast, we analyze January's hotter-than-expected CPI print and Fed Chair Powell's Congressional testimony on rate cuts. We break down the mechanics of recourse loans and personal guarantees in distressed deals, like The Hotel Carter near Times Square. We then examine three major office refinancing deals in …

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307. Evolution of the B-Piece Buyer from the 90s to Today: Scott Douglass of Prime Finance 41:24

28d ago41:24

41:24

In this special guest episode of The TreppWire Podcast, we are joined by Scott Douglass, Co-Founder and Co-Chief Investment Officer at Prime Finance. Scott shares his extensive experience in the commercial mortgage-backed securities (CMBS) space and breaks down the evolution of B-piece buying from the '90s to today. We examine how past crises can p…

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306. Tackling the Headlines: Trade, Tariffs, Office Narrative Turnaround 52:36

1M ago52:36

52:36

In this episode of The TreppWire Podcast, we dive into economic data and headlines of the week, including manufacturing and job openings figures, the implications of tariffs on the CRE market, and the thought that lending standards for commercial real estate (CRE) may be tightening. We discuss the inflection point for the office market after seeing…

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305. Deep-Sixed by DeepSeek? AI Disruption & Data Centers, Fed’s Patience, Trump’s Buyout Offer, & Property Stories 55:48

1M ago55:48

55:48

In this episode of The TreppWire Podcast, we examine how Chinese AI startup DeepSeek's sent shockwaves through tech markets, raising questions about data center demand. We analyze the Fed's decision to hold rates steady and discuss Trump's federal worker buyout offer impacting office demand. We break down Amazon's record-breaking lease in Miami, di…

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304. Housing Market Reality Check with MacroEdge: Inventory, Affordability & Demographics 44:48

1M ago44:48

44:48

In this special guest episode of The TreppWire Podcast, we are joined by Ulysses Awsumb, Head of Research, and Melody Wright, Contributing Writer at MacroEdge, as well as Rachel Szymanski, Trepp’s Chief Economist, to discuss the current state of the real estate market and challenge common narratives. Drawing from their extensive research and on-the…

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303. Ink Meets Impact: Executive Orders, Fannie Freddie Privatization, Multifamily Data & Major Transactions 46:29

2M ago46:29

46:29

In this episode of The TreppWire Podcast, we discuss recent economic headlines, including AI spending, optimism in commercial real estate (CRE), and Trump’s return to office executive order for federal workers. We share scenarios on what could happen with this mandate and preview an analysis on GSA exposure and the respective average rent per squar…

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302. Taxes, Transactions, 2025 Themes: Wildfire Tax Relief, Sales Transactions, & CREFC Takeaways 53:22

2M ago53:22

53:22

In this episode of The TreppWire Podcast, we review the themes, discussions and key takeaways from CRE Finance Council (CREFC)’s January 2025 conference. We also analyze the latest economic data including the increase in both the Consumer Price Index and the Producer Price Index, the rise in jobless claims and the pickup in economic activity report…

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301. Your 2025 REIT Playbook with David Auerbach, Hoya Capital 55:09

2M ago55:09

55:09

In this special guest episode of The TreppWire Podcast, we are joined by David Auerbach, Chief Investment Officer at Hoya Capital to discuss the current state and future of the Real Estate Investment Trust (REIT) sector. David shares hisjourney into the REIT industry, insights on market trends, and the importance of long-term investment strategies.…

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300. Celebrating A Milestone: Office Origination Deep Dive, Potential Fallout of CA Wildfires, and Mega Dollar Deals 51:35

2M ago51:35

51:35

Happy 300th episode of The TreppWire Podcast! In this week’s milestone episode, we are here to share the data behind the headlines. We first reflect on the wildfires in California and the potential impact on real estate, insurance costs, and the market at large. We ‘dig through the data’ into office originations to provide transparency into the per…

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299. CRE Market Context: 2025 Predictions, Delinquency Perspectives, Credit Events, & Opportunities Ahead 58:30

2M ago58:30

58:30

In this week's episode of The TreppWire Podcast, we delve into the current landscape of the commercial real estate (CRE) market, providing some much needed context for 2025. We begin by analyzing the latest CMBS delinquency data, offering our interpretations and breaking down the numbers dating back to January 2000, when Trepp first began tracking …

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298. Putting a Bow on 2024: CRE Headlines & Data Behind the Narratives 49:43

2M ago49:43

49:43

We hope all our listeners are having a joyous holiday season and thank you all for tuning in each week. In this week's episode of The TreppWire Podcast, we take stock of the major commercial real estate (CRE) headlines of 2024 and make sense of it all with Trepp’s data. We provide our insights into both the positive and negative stories we’ve seen …

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297. Resiliency in 2024, Fed's Holiday Surprise, Portfolio Loans in the Special Servicing Stocking, & 2024 Wrap Up 56:23

3M ago56:23

56:23

This episode is sponsored by EisnerAmper. Resiliency is the word of 2024, but uncertainty might be the word of the day. In this week’s episode of The TreppWire Podcast, we are joined by our Chief Economist to discuss mixed signals from the recent economic data, including contrasting PMI figures, retail sales growth, and the latest Fed rate cut. We …

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296. Getting Eyeballs & Closing Deals: SERHANT Commercial Gives Their Perspective 28:28

3M ago28:28

28:28

In this special guest episode of The TreppWire Podcast, we are joined by Bernadette Brennan, Managing Director, and Owen Toland, Real Estate Salesperson at SERHANT. Known for its presence on the Netflix show, "Owning Manhattan," SERHANT is a full-service real estate agency, and Bernadette and Owen are here to discuss the commercial side of the busi…

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295. City of Yes, Merger of Kroger & Albertsons No, Macy's Real Estate Portfolio, & Notable Property Stories 52:16

3M ago52:16

52:16

In this week's episode of The TreppWire Podcast, we discuss the latest CPI reading, expected Fed interest rate cut, nonfarm payrolls, and the City of Yes zoning reform planthat was approved by the New York City Council this week. In commercial real estate news, we examine the latest talks of spinning off Macy’s real estate portfolio and the Kroger …

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294. Opportunities Outweigh Obstacles? Look to NYC Multifamily: Behind the Scenes with Seth Glasser | Marcus & Millichap 40:44

3M ago40:44

40:44

In this special guest episode of The TreppWire Podcast, weare joined by Seth Glasser, Senior Managing Director at New York Multifamily at Marcus & Millichap. As one of the top-producing multifamily agents in their office, Seth shares insights into his journey in commercial real estate (CRE),the major challenges facing the NYC multifamily market due…

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293. Soft Landing or Hard Truth? Billion-Dollar Deals, Double-Digit Office Delinquencies & More 54:13

3M ago54:13

54:13

This episode is sponsored by EisnerAmper. In this week's episode of The TreppWire Podcast, we unpack recent economic, manufacturing PMI, and job data to debate if it is an indication that we’re sticking the soft landing or a false narrative. We discuss the billion- dollar commercial real estate (CRE) headlines of the week from Valley National Bank …

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292. Carving up the Market: Consumer Confidence, Retail Performance Rundown, Bifurcated Office Stories, & Industrial Sales 54:48

3M ago54:48

54:48

In this week's episode of The TreppWire Podcast, we break down the latest consumer confidence and retail earnings data to understand “the tale of two consumers.” We talk Walmart vs. Target, more tariff talks, and examine the ‘largest’ stories all coming from Blackstone. We also break down several large retail loan changes, discuss the bifurcation s…

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291. Bobbing & Weaving: Blackstone Bets, Broker Fees Banned, Mayweather's Office Play, SASB Credit Stories 1:01:24

4M ago1:01:24

1:01:24

In this week's episode of The TreppWire Podcast, we discuss whether the Fed is going to cut rates in December, the potential implications of Trump tariff talks, and the news of NYC banning tenant-paid broker fees. We talk through Blackstone striking a deal to buy Jersey Mike’s, Floyd Mayweather Jr. swinging on an office investment, and other celebr…

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290. Rates are up, but so is Optimism? What the Numbers are Saying: Special Servicing Rates, Treasury Yields, CPI & Credit Stories 49:54

4M ago49:54

49:54

This episode is sponsored by The Henley Group. In this week's episode of The TreppWire Podcast, we breakdown more macroeconomic news following the election, as well as the October Senior Loan Officer Survey (SLOOS) that was conducted prior to the election. We dive into Q4 2024 Real Estate Roundtable Sentiment Survey results and tease out Trepp’s ne…

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289. The (Swing) State of Real Estate: Election Results & CRE Impact, Fed Conundrum, Treasuries, & $100B in Issuance 43:57

4M ago43:57

43:57

This week was a big one. In this week's episode of The TreppWire Podcast, we unpack it all - from how the incoming Trump Administration could impact commercial real estate (CRE) markets, to the Federal Reserve cutting interest rates for the second time this year. We discuss the “higher for longer” narrative, the impact of monetary policy on transac…

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288. Demystifying NY Multifamily Rent Control & Rent Stabilization with Avi Schron, Cammeby's International 41:08

4M ago41:08

41:08

In this timely and special guest episode of The TreppWire Podcast, we are joined by Avi Schron of Cammeby's International. Avi breaks down the difference between rent control and rent stabilization, shares his perspective on how multifamily rent control developed, and unpacks some of the biggest challenges that multifamily operators in NYC are curr…

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287. Hope is Not a Strategy: CRE Extend & Pretend, Home Mortgage Rates, & Hot Hitting Stories 47:52

4M ago47:52

47:52

In this week's episode of The TreppWire Podcast, we cover the recent mixed bag of GDP, consumer spending, and homes sales data. We also discuss the hot topics of the week, including the Fed staff report on “extend-and-pretend” and the LA Market with Dodgers winning the World Series. We wrap up the episode with more office loans being transferred to…

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286. Bond Market Blues & CRE News: Special Servicing Transfers, Office Struggles, & Industrial Sales Transactions 55:21

5M ago55:21

55:21

In this week's episode of The TreppWire Podcast, we examine the bond market selloff and rising yields impacting CRE ahead of a data-heavy economic calendar. We analyze a wave of special servicing transfers, including significant office properties in Boston and New York, and a major retail property in Portland. We alsodiscuss notable transactions in…

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285. CRE Pulse Check with Tri-State Insider James Nelson of Avison Young 35:08

5M ago35:08

35:08

In this special guest episode of The TreppWire Podcast, we are joined by James Nelson, Principal and Head of Tri-State Investment Sales at Avison Young, and renowned investment sales broker. James shares his journey into commercial real estate (CRE), his insider advice for others in the market, and his thoughts on the current state of play in NYC. …

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284. Turbulence Before Touchdown, Bank Earnings, Retail Store Closures & Knockout Acquisition Deals 57:01

5M ago57:01

57:01

In this week's episode of The TreppWire Podcast, we discuss the anticipated bond market volatility surrounding the upcoming U.S. presidential election and analyze recent bank earnings that suggest a potential soft landing. We break down several office loans struggles, including major value reductions and special servicing transfers. We also share s…

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283. Storms & Stats: Hurricane Milton, Inflation, Jobs, Special Servicing Spike, & CRE Sector Stories 57:19

5M ago57:19

57:19

In this week's episode of The TreppWire Podcast, we analyze Hurricane Milton's impact on CRE, the latest CPI reading (and drop-off in attention it is receiving), and the increase in jobless claims. We share data for special servicing rates and loan losses and dig into recent credit stories including office market trends, retail special servicing is…

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283. Storms & Stats: Hurricane Milton, Inflation, Jobs, Special Servicing Spike, CRE Sector Stories 57:19

5M ago57:19

57:19

In this week's episode of The TreppWire Podcast, we analyze Hurricane Milton's impact on CRE, the latest CPI reading (and drop-off in attention it is receiving), and the increase in jobless claims. We share data for special servicing rates and loan losses and dig into recent credit stories including office market trends, retail special servicing is…

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282. Commodity vs. Authority in CRE Brokerage: Motivation & Insights with The Massimo Group 35:33

5M ago35:33

35:33

In a special episode of The TreppWire Podcast, we partnered with The Massimo Group to step away from the data and break down the practice of exceptional CRE brokerage. Rod Santomassimo and Mike Gallegos share their advice and feedback for CRE participants looking to dominate in this industry, across various asset classes, market cycles, and geograp…

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281. Resiliency or is CRE Comfortable with the Uncomfortable? Strikes, Storms, & Delinquencies 54:47

5M ago54:47

54:47

This week, before 45,000 dockworkers at 36 American ports went on strike, Fed Chair Powell stated that the U.S. economy is in solid shape and the Fed intends to keep it that way... In this week's episode of The TreppWire Podcast, we break down the news of the week, including the port strike, Fed speak, and macro figures like jobs and PMI, and expla…

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280. CRE Industry Reacts to Rate Cut, Bullish Las Vegas Hotel Sector, & More Office Stories 49:07

6M ago49:07

49:07

In this week’s episode of The TreppWire Podcast, we navigate commercial real estate experts’ takes on the Fed’s decision to cut rates by 50 basis points. We also share Trepp’s top and bottom three Metropolitan Statistical Areas (MSAs) based on CRE performance. In a digging through the data segment, we discuss self-storage debt yields by origination…

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279. Want Perspective? Market Deep Dive with a Firm that Sees it All – Starwood Property Trust 45:29

6M ago45:29

45:29

In this special guest episode of The TreppWire Podcast, we are joined by Adam Behlman, Adrienne Coyle, and Natan Bresler of Starwood Property Trust (Starwood). The Starwood team walks us through the background of their firm and the launch of Starwood Solutions. We talk through CMBS market trends and insights on how this market compares to others th…

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278. Where Were You When the Fed Cut Interest Rates?, CMBS Trading Alerts, & More 50:53

6M ago50:53

50:53

In this week's episode of The TreppWire Podcast, we discuss the Fed’s announcement to cut interest rates by 50 basis points, our initial reactions, and how this could potentially impact the CRE market. But we are not out of the woods yet – we also break down several credit stories in the office, retail, and lodging sectors, including recent trading…

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277. Beyond the Cubicle: What Does the Office Data Really Show? LIVE at California MBA WSCREF 1:00:10

6M ago1:00:10

1:00:10

In a special live edition of The TreppWire Podcast recorded at the California MBA Western States CREF conference, the team is joined by Chad Carpenter, CEO & Chairman of Reven Office REIT to dig into the state of the office market. We go beyond the cubicle and talk all things distress rates, metro areas to watch, criticized loan data, office loan l…

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276. Commercial Property Insurance Insights with Skylar Romines 35:32

6M ago35:32

35:32

In this special guest episode of The TreppWire Podcast, we are joined by Skylar Romines, Founder and Owner of ATW Advisors, and self-proclaimed insurance nerd. Skylar walks us through her journey from being a commercial insurance broker to filling a critical gap in the market by starting her own company. We also discuss the state of the commercial …

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275. Weak JOLTS Report, Marginal Rent Growth, & More Loans Transferred to Special Servicing 37:21

6M ago37:21

37:21

In this week's episode of The TreppWire Podcast, we cover a weaker than expected JOLTS report, how major apartment-owning REITs saw marginal rent growth in Q2 2024, and other recent industry headlines. We also discuss two multifamily loans that were transferred to special servicing, as well as more office and superregional mall loan value reduction…

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274. Is the Rent too Damn High?, Multifamily Deep Dive, Data Center Data, & Delinquency Sneak Peek 51:59

6M ago51:59

51:59

In this week's episode of The TreppWire Podcast, we cover the recent focus on the cost of housing (is the rent too damn high?), providing a deep dive into the multifamily sector. We also share data center data (or da-ta?), and give a sneak peak of our latest CMBS Delinquency Report. We also discuss struggling mall and retail loans, an array of offi…

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273. Summer of Special Servicing, Trimont's Ascension, August Property Transfers, MSA Bulls & Bears 43:55

7M ago43:55

43:55

As we enter the sleepy dog days of summer, we have a lot to breakdown. In this week's episode of The TreppWire Podcast, we cover a streak of positive economic data in August, Trimont going from the 10th to the 1st U.S. Special Servicer, property downturn creating best opportunity in decades, and other impactful headlines from the week. In a special…

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272. From Wall Street to Y'all Street: Economic Shifts, Hotel Woes, & Office Loan Challenges 43:44

7M ago43:44

43:44

After a volatile week, we're settling back into a more typical cycle. In this week's episode of The TreppWire Podcast, we cover the recent domestic inflation, labor, and retail spending data, struggling hotels in San Francisco, and Texas’ growing financial hub. We also discuss a large SASB loan being transferred to special servicing, Vornado eyeing…

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271. Building Real Estate & Community with Sean Sweeney; Development, Design, and Education 31:25

7M ago31:25

31:25

In this special guest episode of The TreppWire Podcast, we are joined by Sean Sweeney, co-founder of Hall Sweeney Properties and The Bright Build. Sean takes us on his journey from aspiring actor to real estate developer, sharing how he leveraged his initial success in Minneapolis to build a thriving career. We also hear about the work Sean is doin…

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270. The Carry Trade Selloff, Regional vs. Superregional Mall Distress, & Appraisal Reduction Trends 51:39

7M ago51:39

51:39

After U.S. stocks had their biggest drop since 2022 and the Treasury Yield Curve un-inverted, there is a lot to digest in economic data. In this week's episode of The TreppWire Podcast, we discuss the continued uncertainty and what it could mean for issuance and lending standards. We also compare regional and superregional mall distress, breakdown …

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269. Fed Holds Steady, Indices Predict Pricing Bottom, Insurance Costs, & Office Delinquencies Rise 47:31

7M ago47:31

47:31

In this week's episode of The TreppWire Podcast, we discuss the Fed's decision to hold rates steady and what the future of interest rate decisions will mean for CRE performance. We also break down if it is too soon to call a bottom for the market. We share more data about insurance costs, the latest CMBS delinquency figures, and stories for retail,…

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268. Bank CRE Portfolio Deep Dive, SASB Analysis, Special Servicer Transfers & Appraisal Reductions 52:14

8M ago52:14

52:14

In this week's episode of The TreppWire Podcast, we break down the news of Blackstone's dividend cut and discuss stronger-than-expected GDP. In a few deep dive segments, we look at SASB bonds backed by delinquent office loans, share a true analysis of bank office exposure, and provide the latest multifamily origination trends. We close with stories…

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267. Regional Fed Beige Book Update, CMBS Trading Alerts, Rent Control Rundown 51:06

8M ago51:06

51:06

Amid national political turbulence and big proposals for commercial real estate regulation, we wanted to dig into the implications of the latest data and major trends on CRE markets. In this episode, we discuss the American consumer and findings from the Fed Beige Book, large stories across the property types from recent CMBS data, "the largest CRE…

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266. Temperature Check: Stress Tests, CPI, New Originations, & Dry Powder Update 48:13

8M ago48:13

48:13

In this week's episode, we give a temperature check on the CRE market, as we cover bank stress testing, buying opportunities from dry powder, the latest CPI data, and new originations. We also share some big office lease stories, a bank earnings preview, an update on short-term rentals, multifamily and office loan-to-value data, and mall loan stori…

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265. Will July Bring Fireworks to CRE? Building Permits, Fund Redemptions, Regional Bank Fundraise 51:17

8M ago51:17

51:17

In this episode, we break down recent data and debate what the economic trends will do to commercial real estate... will it bring fireworks? We walk through the latest building permit data, discuss insurance costs and the impact on CRE, provide a deep dive into fund redemptions, and share the news of a regional bank fundraise. We also walk through …

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