The TreppWire Podcast: A Commercial Real Estate Show

In this week’s episode, the team dives into economic data to digest. While recent earnings and geopolitical news helped ease frayed nerves in the market, residential issues are looming. We also dive into retail green shoots and sales transactions, news for the hotel sector, and positive and negative stories for office. Listen here.

Episode Notes:

Economic data to digest (0:22)

Brian Bailey, CRE Subject Matter Expert @ Atlanta Fed (14:21)

Retail green shoots (16:08)

Retail sales transactions (23:00)

Office stories (27:30)

Hotel sector update (37:39)

Shoutouts (42:47)

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

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After a rough week, The TreppWire Podcast team tries to separate the real collateral damage from the noise. In this episode, we see deals drying up and crabgrass everywhere. We start by diving into the latest market sentiment, touch on bank earnings and what our team projected ahead of the reports, and then examine the news to watch across the property types. Listen here.

Episode Notes:

- Has the economic tide turned?(0:23)

- Market sentiment (8:07)

- Bank earnings projections (25:53)

- Layoffs and restructuring (28:00)

- Crabby crabgrass for office (31:28)

- Office green shoots (38:07)

- Durst fills vacancies (40:43)

- Starbucks closing due to crime (42:00)

- Green shoots in retail (44:48)

- Multifamily (46:43)

- Shoutouts (47:31)

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

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The market is on recession watch; are they making heads or tails of recent news? In this week’s episode, we ponder if commercial real estate will muddle through. We discuss Trepp’s latest CMBS delinquency report, noting an increase that could be a blip or a turning point in the recovery. We also dive into several office, retail, and hotel green shoot and crabgrass stories. Tune in now.

Episode Notes:

• Investors on recession watch (0:23)

• CMBS delinquency report (7:28)

• Office vacancies (12:07)

• Crabgrass for office (16:31)

• Office positives (20:23)

• Retail update (27:50)

• Mall stories (30:37)

• Hotel mixed-green (32:49)

• Shoutouts (35:14)

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

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Get your whiteboards out. In this week’s episode, we give a half-year 2022 commercial real estate scorecard, providing an overview of where the market is and where it could be going. In office, it was a good week for transactions and lease renewals. We also discuss the latest bank loan delinquency and origination data. Listen now.

Episode Notes:

Economic outlook, markets looking for direction (0:25)

Layoff news and the impact (9:21)

First half-2022 recap and CRE scorecard (13:33)

CMBS and CMBX spreads YoY comparison (17:13)

Glass half-full case for the market (23:35)

Bank loan delinquency and origination data (36:28)

Office transactions and renewals (38:41)

Hotel green shoots (43:24)

Shoutouts (47:05)

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

Follow Trepp:

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Facebook: www.facebook.com/TreppLLC

In this week's episode, we discuss the five pillars that make up commercial real estate, comparing office health to what we have seen in the past for the retail market. We also talk through the latest green shoot and crabgrass headlines for both sectors. Then, looking at the multifamily market, we give an overview of the events that could pose potential risks for the market in the future. Tune in now.

Episode Notes:

• Market news (0:24)

• Retail green shoots (9:42)

• Office: impact of layoffs, rescinded offers(16:43)

• Green shoots in the office market (21:33)

• 5 pillars that make up CRE (24:01)

• Crabgrass headlines (30:48)

• Multifamily: rent stabilization (34:39)

• Apartment conversions (36:15)

• Deal of the week (38:02)

• Shoutouts (45:38)

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

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LinkedIn: www.linkedin.com/company/trepp-llc

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In this week's episode of The TreppWire Podcast, the team unpacks the Fed's rate-hike decision and shares key takeaways from CREFC's conference in NYC. We highlight changes in cap rates, upcoming CMBS maturities, and the current market sentiment. Lastly, we dive into retail, office, and mall news before discussing Father’s Day plans.

Episode Notes: Market Updates (00:49) Lenders and borrowers (9:47) CREFC Round-up (14:55) Consumer Sentiment (28:14) Greenshoots (37:14) Crabgrass (42:01) Deal of the Week (44:18)Shoutouts (45:44)

In this week's episode of The TreppWire Podcast, we dive into the latest on inflation, as we await the consumer inflation numbers that come out Friday morning. We also dive into some office crabgrass and greenshoots and we're bringing back the "deal of the week." We then touch on hotel stories and some retail alerts. Tune in now.

In this week’s episode, we dive into bearish comments from Jamie Dimon, Fed announcements, and inflation data. We give a "CMBS 123," hitting on primary market news, spread movement, and changes in delinquency rates. We discuss Elon Musk’s comments about the return to work and then examine other office news. In noteworthy CRE stories, we touch on crabgrass and green shoots for shopping centers, large retail loans, food and beverage operators, and office vacancies. Tune in now.

Episode Notes:

• Market update (0:21)

• CMBS spread movement (6:47)

• Delinquency rate (14:29)

• Retail (19:21)

• Retail credit stories (24:27)

• Return to office? Elon Musk's take (28:07)

• Office stories (31)

• Shoutouts

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

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In this week's episode, we examine the mixed-bag of retail earnings reports and what it means for the market. We talk about office maturities, stories focused on "vacate and terminate," and the sentiment that the office market may be facing "death by a thousand cuts." Finally, we dive into single-asset, single-borrower transactions and explain the trends seen with those CMBS deals. We also find out what Lonnie would do if he wasn’t in CRE and discuss what he would name his startup company...

Episode Notes:

• Stocks, economy, market news (0:23)

• Thing 1 & thing 2 in the market (5:25)

• Mixed bag of retail earnings (8:52)

• ICSC retail conference sentiment, interview with Stephanie Cegielski (16:58)

• Retail stories (22:47)

• Office maturities (28:07)

• Office crabgrass (34:20)

• Trading Alert: NY office loan extension (41:46)

• Single-asset, single-borrower issuance (43:13)

• Shoutouts (49:08)

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

Follow Trepp:

Twitter: www.twitter.com/TreppWire

LinkedIn: www.linkedin.com/company/trepp-llc

Facebook: www.facebook.com/TreppLLC

In this week's episode, we dive into the latest on consumer sentiment, which declined in early May to the lowest since 2011 as persistent concerns over inflation dimmed Americans' views on the economy. We also examine retail earnings reports, showing a slump in many major retail stores, yet a top performance from home improvement stores. In weekly CRE news, we review negative office stories and hotel transactions.