The TreppWire Podcast: A Commercial Real Estate Show

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 about loans moving to special servicing and new appraisal changes. Tune in now.

This episode is sponsored by CREi Summit: creisummit.com/

Episode Notes:

Economic Update (0:23)

Blackstone's dividends cut (4:00)

SASB analysis (10:43)

Bank CRE office exposure (15:45)

Multifamily origination trends (24:45)

San Francisco's Parkmerced has value slashed (33:30)

Office stories (35:40)

Office, retail, & lodging value reductions (40:20)

Shoutouts (47:30)

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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 loan sale ever in US banking," and a rundown on rent control. Tune in now.

Episode Notes:

- Economic Update (0:50)

- Fed Beige Book: Regional Digest (2:20)

- Office trading alerts (9:16)

- Lodging news (25:28)

- Retail stories (28:25)

- Q2 Bank Earnings review (30:35)

- National rent control (33:52)

- Shoutouts (44:03)

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

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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 stories. And, we cover 7-Eleven's CMBS exposure, in honor of recording on 7/11. Tune in now.

Episode Notes:

- 7-Eleven (0:23)

- Macro update: CPI and the Fed (3:35)

- Buying opportunity in CRE: maturities and dry powder (8:09)

- Big office leases (12:01)

- Lease renewals (16:32)

- Bank Earnings preview (19:05)

- CMBS issuance and new originations (25:10)

- Multifamily and office LTV (27:48)

- Short-term rentals (30:07)

- Mall tenants downsizing and loan extensions (38:50)

- Shoutouts (44:06)

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

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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 hotel stories and office news and delinquencies. Tune in now.

This episode is sponsored by CREi Summit: https://creisummit.com/

Episode Notes:

- Economic update (0:23)

- Building permits, housing data, new construction (5:29)

- Insurance costs killing CRE deals (11:09)

- Fund redemptions and capital raising (16:30)

- 277 Park Ave (21:10)

- Lodging: hotel valuations in SF (25:20)

- Multifamily transactions (31:43)

- Apartments rented (33:30)

- Office delinquencies (39:28)

- Shoutouts (42:52)

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 break down the resurgence of major commercial real estate players and their capital allocation strategies. We provide the latest data on bank CRE loan and CMBS delinquencies, explore trends in the office SASB market, and share insights on office sales, including properties listed on auction sites. Tune in now.

Episode Notes:

Blackstone commit to deploy $65 billion dry powder (1:25)

Malls into minicities (5:33)

Superregional mall feud (9:02)

Banks dumping real estate loans (13:50)

Bank CRE loan performance and CMBS delinquencies (18:12)

Mezzanine lender intervenes on Gas Company Tower (26:35)

Online office auction (29:15)

Large apartment acquisition (33:05)

SASB office market (36:22)

Shoutouts (43:35)

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

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In this week's episode, we check in on consumer spending trends, share a deep dive into Sunbelt multifamily data, and update our listeners on life insurance commercial mortgage returns. We also examine a ground lease office value reduction, and several transactions in industrial. Tune in now.

This episode is sponsored by Marketplace: https://rimarketplace.com/?utm_source=credirect&utm_medium=podcast_paid&utm_campaign=june2024

Episode Notes:

Economic Update (0:28)

Retail (8:15)

Sunbelt multifamily data (10:25)

Life insurance commercial mortgage returns (21:35)

Office news (23:50)

Ground lease evaluation cut (32:30)

Mixed-use (39:10)

Multifamily (48:05)

Shoutouts (53:30)

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

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

Follow Trepp:

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In this week's episode of The TreppWire Podcast, the team unpacks the gritty optimism surrounding CRE that dominated discussions at CREFC. We also discuss the latest inflation reading and the narrative after the Fed opted to hold interest rates steady. In office, more loans head to special servicing, but it wasn't all bad news for the sector. We also break down the narrative in the multifamily market. Tune in now.

This episode is sponsored by Marketplace: https://rimarketplace.com/?utm_source=credirect&utm_medium=podcast_paid&utm_campaign=june2024

Episode Notes:

- CREFC recap & inflation + interest rate headlines (0:23)

- Office stories to watch (13:50)

- Retail news (29:28)

- Multifamily narrative shift? (36.00)

- Multifamily transactions (40:22)

- Mixed-use (44:45)

- Shoutouts (46:35)

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

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

Follow Trepp:

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This week, some of the biggest headlines came from overseas. In this episode of The TreppWire Podcast, we discuss if any moves by Canada and Europe will change anything for the Fed. We also put our professor hats on to provide some insight into delinquencies, foreclosures, modifications, and more. Stick around as we break down the stories we're tracking in office, retail, lodging, and mixed-use. Tune in now.

This episode is sponsored by Marketplace: https://rimarketplace.com/?utm_source=credirect&utm_medium=podcast_paid&utm_campaign=june2024

Episode Notes:

- Interest rates around the globe (0:23)

- Informational technology outflows, Dollar Tree news, American dividend earnings (4:50)

- CMBS delinquencies decline? (8:26)

- CRE loan losses (11:54)

- Office stories (15:27)

- Foreclosures 101 (24:19)

- Retail news (29:53)

- Modification deep dive (33:20)

- Mixed-use appraisal (43:37)

- Shoutouts (45:15)

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

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

Follow Trepp:

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In this week's episode of The TreppWire Podcast, we tackle a mixed bag of data as Treasury Yields rise. As we approach new theses week over week, do you stick to the data or trust your gut? We also unpack our latest loan modification trends report, dive into the upcoming volume of office loan maturities, and explore recent transaction and CMBS stories across property types. Tune in now.

This episode is sponsored by AEI Consultants: https://aeiconsultants.com/

Episode Notes:

- Economic update: Treasury yields pushed higher (0:23)

- Consumer confidence reading (6:48)

- Loan modification trends (9:05)

- Maturing office loans (13:10)

- Office stories (21:55)

- Retail news (32:31)

- Lodging (39:50)

- Multifamily transactions (43:39)

- Industrial sale (46:30)

- Shoutouts (47:42)

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, we break down surveys (a recent poll that revealed 55% of respondents believe the US economy is shrinking), sales transactions in the multifamily and industrial spaces, and an office sublease story. We also provide a data center digest, sharing some data points to note. We hope our listeners have a great long Memorial Day weekend!

Episode Notes:

Recession or resilience? (0:23)

Starwood’s SREI struggling to fulfill redemptions (7:00)

Banks leading five days a week in the office (8:36)

Higher-for-longer narrative reinforced (10:10)

Junk bond inflows (12:50)

Strong appetite for data centers (14:29)

$1.7 billion office portfolio loan modification (23:32)

Office headlines (28:45)

Mixed-use news (31:35)

Industrial (35:40)

Multifamily (43.15)

Shoutouts (46:50)

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

Follow Trepp:

Twitter: www.twitter.com/TreppWire

LinkedIn: www.linkedin.com/company/trepp