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298. Putting a Bow on 2024: CRE Headlines & Data Behind the Narratives
Manage episode 457671839 series 2780941
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 this year, including the maturity wall narrative, the bank sector rebound, insurance costs, and major retail bankruptcies. Diving into the data, we look at the 2024 maturity schedule, debt yield numbers, CMBS loans originated, and provide our predictions on future delinquency rates. We wrap up the episode with CRE optimism for 2025. Tune in now.
Episode Notes:
Maturity Wall (0:51)
Insurance Costs (4:55)
Retail Bankruptcies (6:45)
2024 Maturity Schedule (12:29)
Underwritten Debt Yield (14:49)
Delinquency Predictions (16:11)
Weighted Average Debt Yield for Urban Office Maturities (23:22)
Banking & Lending Snapshot (30:04)
CRE Optimism for Next Year (33:39)
Preliminary December Delinquency Rate Estimates (38:00)
Programming Notes (42:10)
Shoutouts (45:02)
Please take our listener feedback survey: www.surveymonkey.com/r/BMPXLHG
Questions or comments? Contact us at podcast@trepp.com.
Follow Trepp:
LinkedIn: www.linkedin.com/company/trepp
301 episode
Manage episode 457671839 series 2780941
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 this year, including the maturity wall narrative, the bank sector rebound, insurance costs, and major retail bankruptcies. Diving into the data, we look at the 2024 maturity schedule, debt yield numbers, CMBS loans originated, and provide our predictions on future delinquency rates. We wrap up the episode with CRE optimism for 2025. Tune in now.
Episode Notes:
Maturity Wall (0:51)
Insurance Costs (4:55)
Retail Bankruptcies (6:45)
2024 Maturity Schedule (12:29)
Underwritten Debt Yield (14:49)
Delinquency Predictions (16:11)
Weighted Average Debt Yield for Urban Office Maturities (23:22)
Banking & Lending Snapshot (30:04)
CRE Optimism for Next Year (33:39)
Preliminary December Delinquency Rate Estimates (38:00)
Programming Notes (42:10)
Shoutouts (45:02)
Please take our listener feedback survey: www.surveymonkey.com/r/BMPXLHG
Questions or comments? Contact us at podcast@trepp.com.
Follow Trepp:
LinkedIn: www.linkedin.com/company/trepp
301 episode
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