The TreppWire Podcast: A Commercial Real Estate Show

After the Fed meeting this week and signs that there will be interest rate cuts in 2024, we ask ourselves if the 'devil is in the Fed Dot Plot'. In this week's episode of The TreppWire Podcast, we also analyze housing starts, Joann fabric's bankruptcy filing, stories of value reductions for malls, San Francisco's latest sublease space, and several multifamily, lodging, and industrial stories. Tune in now.

Episode Notes:

- Economic update: Fed meeting (0:23)

- Housing starts (8:31)

- FDIC disposition of SVB loans (12:00)

- Retail transactions (15:01)

- Joann fabric bankruptcy (16:03)

- Retail CRE news (19:55)

- Office stories (32:07)

- Multifamily transactions (37:38)

- Lodging news (40:41)

- Industrial (43:59)

- Shoutouts (48:08)

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In this week's episode of The TreppWire Podcast, we break down the economic headlines along with the news of Family Dollar closing 1,000 stores. We also dig into retail and multifamily transactions, crab grass + a potential mixed-green for office, and more in lodging and industrial. Tune in now.

Episode Notes:

- Economic update (0:23)

- Dollar Tree closures/ Family Dollar news (2:22)

- Cash-in mall refi (10:32)

- Retail transactions (15:01)

- Office news (16:44)

- Multifamily sales and financing (30:43)

- Lodging news (36:31)

- Industrial (44:22)

- Shoutouts (47:58)

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This week, we've had no lack of news including ADP, JOLTS, NYCB’s $1 billion-plus capital injection, and Fed Chair Powell’s semi-annual congressional testimony. In this episode, we break down what it all means for CRE, dive into CMBS loan losses, and share stories on apartment sales, office crabgrass, and retail green shoots. Tune in now.

Episode Notes:

- Economic update (0:23)

- CMBS loan losses (8:10)

- Not all class b/c offices are created equal (11:59)

- Office crabgrass (16:20)

- Property valuations (21:25)

- Multifamily sales (28:03)

- Retail green shoots (35:40)

- Shoutouts (41:11)

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

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In this week's episode of The TreppWire Podcast, we break down PCE data, Macy's store closure news and the exposure in CRE, and Trepp's latest figures for CMBS delinquencies. Across property types, we review stories about loans heading to special servicing, property valuation reductions, and discounted payoffs. We also share a review of REIT earnings. Tune in now.

Episode Notes:

- Economic update (0:23)

- Macy's store closures (4:50)

- CMBS delinquency report (9:35)

- REIT earnings (13:38)

- Office crabgrass (19:04)

- Multifamily sales (28:27)

- Retail news (30:56)

- Lodging (37:44)

- Industrial and self-storage (44:32)

- Shoutouts (46:27)

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 office valuation stories and the idea that despite positive retailer earnings reports, malls may not be out of the woods yet. We also cover several multifamily transaction headlines, and news for the retail, lodging, and industrial sectors. Tune in now.

Episode Notes:

- Economic update: Fed minutes, jobless claims, AI (0:23)

- New office transaction in Seattle (4:11)

- Atlanta office story (8:45)

- Chicago office value decline (13:24)

- Sublease story (15:17)

- Malls not out of the woods? (18:26)

- Retail property sales (23:59)

- Multifamily transactions (26:25)

- Lodging (30:26)

- Industrial sale (32:45)

- Shoutouts (33:53)

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

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While the market was watching CPI numbers, jobless claims, and retail sales this week, the Trepp team was digging into the ‘extend and pretend’ narrative and signs of distress hiding in the lodging sector. In this episode, we dig into the data behind these themes, give a deep dive into the current office environment, and also share stories across the commercial property types. Tune in.

Episode Notes:

- Economic update: CPI, retail sales (0:23)

- Extend and pretend narrative (4:55)

- Hidden lodging distress? Maturities (15:39)

- Hotel sale (21:13)

- Multifamily stories (26:12)

- Retail news (29:31)

- Industrial sale (35:01)

- Office restructure and loan modification (36:11)

- Shoutouts (43:53)

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

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This week, anyone outside of CRE may have thought markets were improving. But one quick search reveals that mainstream media is now all over what we’ve been talking about for many months. In this episode of The TreppWire Podcast, we break down the headlines, while also sharing industrial transaction stories and news for office, retail, multifamily and hotel properties. Tune in now.

Episode Notes:

- Economic update (0:23)

- CMBS loan losses (7:01)

- Industrial sales (10:41)

- Office (16:46)

- Retail news (28:33)

- Multifamily stories (33:07)

- Shoutouts (41:36)

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

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In this week's episode of The TreppWire Podcast, we are joined by two market experts, Danielle DiMartino Booth, CEO & Chief Strategist at Quill Intelligence, and Dan McNamara, Founder & CIO of Polpo Capital. After a week full of headlines, we discuss the 'cold water' that seems to have been thrown on the recent resilience and soft-landing narrative. Join us as we talk layoffs and what the jobs numbers really mean, CMBS issuance, increasing recession fears, maturity walls, and faltering CRE fundamentals. Tune in now.

Episode Notes:

- Breaking down the week's news (0:47)

- Inflation numbers and hotels; layoffs and jobs (7:02)

- Office impairment 2.0 (10:07)

- CMBS rally? (18:40)

- Corporate debt maturities (23:00)

- Hotel maturities (29:56)

- Quantitative tightening and liquidity risks (33:35)

- Where to put capital to work? (36:54)

- Dallas office vacancies (37:53)

- "Silver lining" for 2024 (44:53)

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

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In this episode of The TreppWire Podcast, we review the latest economic data points and whether what we're seeing is contributing to the "immaculate disinflation" narrative. In CRE, we break down multifamily stories, transactions across the country for retail and hotel properties, and share office stories that touch CMBS. We also dig in to our office operating expense report. Tune in.

Episode Notes:

- Economic update (0:23)

- Retail sales (8:51)

- Multifamily stories (15:24)

- Office property expenses (24:00)

- Office headlines (27:55)

- Lodging transactions (41:48)

- Shoutouts (47:06)

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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Facebook: www.facebook.com/TreppLLC

This week, we saw positive retail sales numbers and jobless claims at the lowest level in over a year, but we also saw bank earnings decline. In this episode, we dive into the mixed-bag of macroeconomic news and data, and what it means for CRE. We share multifamily transactions across the country, news about office loans heading to special servicing, and a few updates on retail. Tune in.

Episode Notes:

- Economic update (0:23)

- Bank earnings (11:58)

- Multifamily transactions (15:12)

- Office valuations, moves to special servicing (21:34)

- Retail news (37:16)

- Shoutouts (40:04)

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

Facebook: www.facebook.com/TreppLLC