The TreppWire Podcast: A Commercial Real Estate Show

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 transactions, and how issuance should hit $100B this year. We also dig into the major CRE headlines from the week - including Blackstone’s $4B all-cash deal and Starwood’s $244M industrial park sale – and wrap up with notable office, retail, and multifamily credit stories. Tune in now.

Episode Notes:

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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 currently facing. We also dive into rent stabilization’s impact on multifamily properties and share Trepp data that adds to the New York narrative. We discuss the role of data, technology, and innovation in the CRE industry, and wrap up the episode with Avi’s insights and advice into the industry. Tune in now.

Episode Notes:

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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 special servicing, but end on some positive credit stories. Tune in now.

Episode Notes:

- Economic Update (0:51)

- Average Home Mortgage Rate (5:08)

- Look into the LA Market (9:09)

- "Extend-and-Pretend" Fed staff Report (11:50)

- Brookfield Bank of America Plaza Loan (19:20)

- Value of Office Property Slashed by 70% (22:17)

- NY-based REIT Acquiring Retail Space (28:37)

- Lodging Credit Stories (35:23)

- Recent Industrial Sales (39:10)

- Programming Notes (42:00)

- Shoutouts (43:39)

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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 also

Episode notes:

- Economic Update (0:23)

- Multifamily news: Midtown Manhattan building for sale, 3 Illinois and Kansas senior-living loans sent to special servicing, and a new $50M acquisition in Virginia (17:30)

- Office updates: loans sent to special servicing and a Virginia building with lower appraised value (24:37)

- Retail trading alert: Suburban Portland mall loan sent to special servicing (37:33)

- Industrial news: Seattle and Southern California recent acquisitions (39:39)

- Programming Notes (44:55)

- Shoutouts (47:36)

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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. We also discuss office-to-residential conversions, the importance of knowing the data - and of course - the impact of interest rate cuts on the industry. Tune in now.

Episode Notes:

Please take our listener feedback survey: www.surveymonkey.com/r/BMPXLHG

Questions or comments? Contact us at [email protected].

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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 signs of shakiness in the retail market, highlighted by drugstore and discount store closure announcements. On a brighter note, we share some multifamily transactions penciling in across the country. Tune in now. 

Episode Notes: 
- Economic Update (0:24)  

- Walgreens and 7-Eleven Store Closures (14:49)  

- Office Loan Reductions (25:04)  

- Rock Center Commercial Mortgage Bond Deal (28:29)  

- San Antonio Office Loan Sent to Special Servicing (33:33)  

- Retail Property Appraisal Value Reduction (35:48)  

- St. Louis Hotel Facing an Upcoming Maturity Default (40:30)  

- Floyd Mayweather Manhattan Housing Portfolio (43:05)  

- Phoenix Apartment Complex Acquisition (45:29)  

- Cleveland Industrial Property Acquisition (46:21)  

- Programming Notes (47:35)  

- Shoutouts (51:44) 

Please take our listener feedback survey: www.surveymonkey.com/r/BMPXLHG 

Questions or comments? Contact us at [email protected]. 

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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 issues, and multifamily property transactions. We also explore industrial sector performance and lodging market shifts. Tune in now.

Episode Notes:

- Macro news: Hurricane Milton, new CPI reading, Fat Bear Week (0:23)
- Insurance premium risk (8:00)
- CMBS Special Servicing Report (11:45)
- CMBS Loan Losses (17:49)
-Office news (20:58)
- Retail: Special Servicing and Loan Performance Issues (33:03)
- Multifamily: Special Servicing and Property Transactions (34:25)
- Industrial: Warehouse Demand and Logistics Trends (38:49)
- Lodging: Hotel Performance and Travel Industry Update (43:23)
- Programming Notes (46:21)
- Shoutouts (51:02)

Please take our listener feedback survey: www.surveymonkey.com/r/BMPXLHG

Questions or comments? Contact us at [email protected].

Follow Trepp:
Twitter: www.twitter.com/TreppWire
LinkedIn: www.linkedin.com/company/trepp