The TreppWire Podcast: A Commercial Real Estate Show

By The TreppWire Podcast, A CRE ShowBusiness

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The TreppWire Podcast: A Commercial Real Estate Show episodes

January 12, 2024 238. CRE Temperature Check at CREFC Miami: Resilience in a Wary Market
In this week's episode of The TreppWire Podcast, we reflect on the CREFC Miami 2024 conference, and the parallels in terms of bullishness on the dovish Fed pivot. While there is a generally positive overtone as we head into 2024, there are underlying concerns that have yet to be addressed. We also dive into multifamily sales, office news, and a few stories for the retail and lodging segments. Tune in now.
Episode Notes:
- Economic update (0:23)
- CREFC conference sentiment (2:48)
- Multifamily sales and news (10:26)
- Office stories (21:35)
- Hotel discount sale (31:27)
- Retail headlines (35:32)
- Shoutouts (38:15)
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
44 min
January 10, 2024 237. Structural Changes in CRE Debt Markets, Ares' Bryan Donohoe Helps Us Sort it Out
In a special guest episode of The TreppWire Podcast, we are joined by Bryan Donohoe, Partner and Co-head of Ares US Real Estate. Bryan breaks down the world of debt markets, lending, and originations. We break down past market disruptions, CRE fundamentals, and the structural changes in the CRE debt markets.
*This episode was recorded prior to the December 2023 Fed meeting.
Episode Notes:
- Background (1:00)
- Where are the debt markets today? (6:32)
- Is there optimism for CRE? (10:36)
- Geographies and property types positioned for success (12:01)
- Appetite for office? (16:06)
- Market outlook (20:15)
- What does Ares do best? (30:49)
- The onset of a new credit cycle (31:30)
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
34 min
January 05, 2024 236. New Year Normalization: December Delinquencies, Multifamily 101, Retail Resilience
In this week's episode of The TreppWire Podcast, we discuss whether the decline in stocks and increase in bond yields was a sign of negativity or just a normalization in the market. We have a special multifamily 101 segment where we break down going in cap rates, not all income is "good income" and more. We also discuss our latest CMBS delinquency data and some headlines for retail, office, multifamily and hotels. Tune in now.
This episode is sponsored by Spinoso Real Estate Group: https://spinosoreg.com/mall-investment-opportunity-and-operating-platform/?utm_source=TreppWire&utm_medium=TreppWire+Digital+Content&utm_campaign=TreppWire+Dec+Jan+2023+2024+Sponsorship
Episode Notes:
- Economic update (0:23)
- Upcoming jobs report: goldilocks? (6:45)
- Apartment rent relief (9:40)
- CMBS delinquency rates (12:11)
- Multifamily 101 (15:02)
- Multifamily news (25:24)
- Office trading alerts (28:31)
- Hotel headline (32:30)
- Retail news (33:41)
-Shoutouts (35:52)
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
42 min
December 29, 2023 235. Taking Stock of 2023: A Look Back & Ahead for CRE Finance
As the holiday season creates an expected slowdown for the markets, now is the time to take stock of 2023 and take a stab at what we can expect for 2024. In this week's episode of The TreppWire Podcast, we reflect on the year for commercial real estate, sharing thoughts and predictions for lending, issuance, interest rates, and distress. We also save room for some office, retail, and multifamily stories. Happy New Year to all our listeners! Tune in now.
This episode is sponsored by Spinoso Real Estate Group: https://spinosoreg.com/mall-investment-opportunity-and-operating-platform/?utm_source=TreppWire&utm_medium=TreppWire+Digital+Content&utm_campaign=TreppWire+Dec+Jan+2023+2024+Sponsorship
Episode Notes:
- A review of 2023: by the numbers (0:49)
- Predictions for 2024: interest rates, issuance, spreads (16:29)
- Office mixed greens (24:55)
- Office green shoots: the year of the sublease? (30:45)
- Retail headlines (39:58)
- Multifamily news (45:02)
- Shoutouts (50:44)
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
53 min
December 20, 2023 234. Holiday Blues No More? Falling Rates Shine Light at End of 2023 Tunnel for CRE
In this episode of The TreppWire Podcast, we have a surprisingly busy episode for the holiday season, with several stories to share across the major CRE property types. It was another positive week for investors, and we break down what falling rates and contracting risk premiums mean for the market. We also share the latest data for commercial mortgage maturities. Tune in now.
This episode is sponsored by Spinoso Real Estate Group: https://spinosoreg.com/mall-investment-opportunity-and-operating-platform/?utm_source=TreppWire&utm_medium=TreppWire+Digital+Content&utm_campaign=TreppWire+Dec+Jan+2023+2024+Sponsorship
Episode Notes:
- Economic update (0:23)
- Commercial mortgage maturities (8:05)
- Office news (13:00)
- Hotel stories (24:30)
- Retail headlines (39:38)
- Multifamily green shoots and sales (37:54)
- Industrial (41:40)
- Shoutouts (43:29)
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
49 min
December 14, 2023 233. Rates Plummet After Fed Announcement: Is it Enough to Kickstart the CRE Market? Our Hot Takes
In this episode of The TreppWire Podcast, we digest the Fed’s decision to hold rates steady, along with the declaration that there will be three rate cuts in 2024. We share our initial reactions, the 'nirvana day' market reaction and our hot takes on what it means for CRE, CMBS issuance, and bank lending. We also share some major office and retail headlines, showing it isn’t all roses in the CRE market. Tune in now.
This episode is sponsored by Spinoso Real Estate Group: https://spinosoreg.com/mall-investment-opportunity-and-operating-platform/?utm_source=TreppWire&utm_medium=TreppWire+Digital+Content&utm_campaign=TreppWire+Dec+Jan+2023+2024+Sponsorship
Episode Notes:
• Economic update: Fed decision and market reaction (0:23)
• Other data points: CPI, PPI, jobs (6:10)
• Hot takes: Impact of Fed decision on CRE (8:40)
• Office crabgrass (21:45)
• Office loan extensions (30:37)
• Green shoots for office (33:02)
• Macy's buyout (39:43)
• Retail news (42:20)
• Shoutouts (47:25)
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
55 min
December 07, 2023 232. Lending & Leases & CRE Sales (Oh My!) But Still Plenty of CRE Bears
There has been plenty of cautious optimism in the economic and commercial real estate markets lately. In this week's episode of The TreppWire Podcast, we discuss what a year-end rally means to sellers on the fence. We also break down this week's gains, dive into green shoots and crab grass for the office and retail markets, and debate renting vs. buying. Tune in now.
Episode Notes:
Economic update (0:23)
Year-end rally? What happens to sellers on the fence? (3:07)
Mortgage REIT originations (12:50)
European CMBS issuance (14:20)
Taylor Swift: CRE's MVP (16:44)
Retail headlines (18:00)
Office green shoots (24:04)
Office Trading Alert: ground lease retired (27:53)
Office crabgrass (32:04)
Brokers start your engines (35:58)
Apartment sales transactions and renting vs. buying (38:00)
Shoutouts (43:37)
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
48 min
November 30, 2023 231. Falling Rates, Issuance Uptick Make for (Very) Cautious Optimism Heading into 2023 Home Stretch
After a week of falling yields, benign inflation, and strong economics, we dig into some (very) cautious optimism for the commercial real estate market. In this week's episode, we also break down the latest CMBS delinquency rates, share green shoots and crab grass for retail and office, and examine the latest issuance data. Tune in now.
Episode Notes:
- Economic update (0:23)
- New CMBS issuance (5:47)
- Trepp CMBS delinquency report (10:52)
- Office stories (16:03)
- Retail headlines (35:08)
- Hotel sales (43:23)
- Shoutouts (47:06)
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
53 min
November 29, 2023 230. As Distressed Assets Pile Up, Shlomo Chopp Tells Us How to Look for Opportunities
In this special guest episode, we are joined by Shlomo Chopp, Founder and Managing Partner at Case Property Services and Managing Partner at Case Equity Partners. Shlomo has over 20 years of experience in commercial real estate and specializes in distressed real estate. We analyze the state of the CRE and CMBS markets. Shlomo explains workouts, the distressed narrative in the current environment, the state of the office market, and even shares some optimistic takeaways. Tune in now.Episode Notes:- Starting out in real estate (0:57)- First distressed deal (2:20)- How the distressed process works (4:19)- Preventable mistakes that borrowers make (8:29)- Distress narrative in the current market (11:54) - Investing in CMBS distress (15:45)- What is driving the increase in office delinquency rate? (18:30)- Cause for optimism in the market? (21:50)- Will the office space follow malls? (27:06)- Shlomo on social media (30:25)- New version of retail (32:27)- Heads up for next year (39:31)Please take our listener feedback survey: www.surveymonkey.com/r/BMPXLHGQuestions or comments? Contact us at [email protected] Trepp:Twitter: www.twitter.com/TreppWireLinkedIn: www.linkedin.com/company/treppFacebook: www.facebook.com/TreppLLC

44 min
November 23, 2023 229. Alarm Bells from Retail Earnings; Reasons for Thanks in CRE
In an early Thanksgiving edition of The TreppWire Podcast, we review concerns from the latest retail earnings and what this means for interest rates and CRE. We dig through new loan maturities data, share stories for office and retail, and examine the news of Signature Bank’s multifamily loan sales. And finally, we close with the reasons we’re thankful for the CRE market this year – in former NFL coach and broadcaster John Madden’s "turkey leg" fashion. Tune in now.
Episode Notes:
• Economic update (0:23)
• Retail earnings deep dive (1:39)
• Retail sales and headlines (10:21)
• Office stories (17:21)
• Maturities with DSCR <1.25x (30:16)
• Signature Bank multifamily loan sales (37:28)
• CRE’s turkey legs (41:17)
• Shoutouts (45:57)
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
53 min

About The TreppWire Podcast: A Commercial Real Estate Show

From the publisher's feed

Leveraging Trepp’s market expertise and proprietary data sets, The TreppWire Podcast enables listeners to stay up-to-date on all things commercial real estate, structured finance and banking.