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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. Featuring Trepp subject matter experts and guests from across the industry, the weekly podcast explores how recent events have impacted both the markets and the daily lives of market participants. Questions or comments? Please contact us at podcast@trepp.com.
 
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show series
 
In this week’s episode, we dive into some major stories touching the CRE and CMBS markets including office crabgrass, interesting loan modifications, hotel loan extensions, retail challenges, and industrial news. In a new segment, we introduce the Trepp unicorn, diving into a story about rare excess recovery. We also share our latest delinquency da…
 
In a special interview, we prep for the upcoming CLO Summit Annual Conference with the help of Lauren Bautista, Managing Director at Opal Group. The team dives into the state of the corporate CLO and leveraged loan market showcasing what a tumultuous market has done to CLOs, conference attendance, and new discussions and entrants into the space. We…
 
This week, earnings season wound down with more retailers showing better-than-expected results and a shortened trading week due to the holiday meaning more focus on what the Fed is signaling for December. In this episode of The TreppWire Podcast, we dive into several big stories across the major property types: borrowers extending, missing balloon …
 
This week, it was easier to find green shoots than Taylor Swift tickets, but CRE still can’t “shake off” higher rates. In this week’s episode, Andrew Jacobs, Head of Structured Finance, joins the team as we discuss retail earnings, the CRE CLO market, housing data, loan payoffs, and the impact on leveraged loans in a higher-rate environment. We als…
 
In a special guest episode, Michael Flood, SVP of Commercial & Multifamily, and Borden Hoskins, AVP of Legislative & Political Affairs from the Mortgage Bankers Association (MBA) join the team to provide an update on the midterm elections and the CRE regulatory landscape. We dive into what the election results mean for CRE, how various sectors will…
 
In this week’s episode, we dive into the latest news surrounding the CPI print, cracks in the housing market, and the ‘Tech Wreck’ that is dragging the markets down. In CRE, Research Director, Stephen Buschbom joins to talk through REIT earnings and student housing loan distress. We also provide recent negative multifamily and office stories. Tune …
 
This week, investors expected the interest rate increase, but the commentary was more hawkish than predicted. In this episode of The TreppWire Podcast, we dive into the latest economic and CMBS data, highlighting the recent rise in delinquencies. In digging through the data, we found that there is about $300M worth of active "floating-rate" loans, …
 
In this week's episode, we review mixed economic data, with a focus on the latest news for the technology sector and how it will impact CRE. We discuss reasons for optimism and pessimism, discuss CMBS spreads, a cap rate analysis, and hairline fractures for the multifamily market. We also share some office headlines and give an overview of NYC's Lo…
 
In a special guest episode, we welcome Tony Yousif, Director of National Accounts at SVN. We dive into the latest in commercial real estate distress, with Tony sharing a boots-on-the-ground view of asset classes to watch, trends by geography, and the difference among types of lenders. Tony shares where the opportunities are and where some may get s…
 
This week, we saw the 10-year yield hit its highest level since 2008. In this episode, we examine what was a rough week in terms of economic data but not for the markets, also highlighting sirens in housing, and the latest themes from bank earnings. In CRE, we go through a list of office sublease stories and we review the amount of loans maturing w…
 
In this week’s episode, we examine how rising rates and the cost of interest rate caps are threatening to derail the commercial real estate market. Then, we dig through operational and origination statistics for multifamily across the top five markets and compare the data to the office sector statistics. We close by reviewing the latest office and …
 
In this week’s episode, we search for signs to see if the economy is responding to the Fed’s medicine. In a segment called ‘Digging Through the Data,’ we examine underlying distress for multifamily, retail and lodging. We also provide an update on the CMBS market, reviewing delinquency rates and slowed issuance. Then, we share predictions for Q3 ba…
 
This week, markets are in turmoil, the dollar is surging, and a currency crisis triggered a surprise move by the Bank of England. With all of that, we also can’t ignore the impact of Hurricane Ian. In this episode, we dive into the headlines, with a theme that when trust starts to evaporate, so does liquidity. We also review data surrounding true s…
 
While the latest interest rate hike was no surprise, markets reacted this week. In this week’s episode, we dive into the economic news to know: housing, rates, and big company news. In CRE, we preview an analysis of multifamily cap rates, dive into life insurance commercial mortgage returns and share the latest hotel, retail, and office stories.Epi…
 
In a week full of bad news, there were some positive signs for the CRE market that shone through… and there’s also pickleball. In this week’s episode, we dive into the swath of economic data to digest including inflation, earnings, and stock moves. We cover retail trading alerts, multifamily news and cap rates, and office transactions and leases to…
 
In this week’s episode, we provide an update on the energy crisis in Europe and discuss how looming geopolitical risks may impact the commercial real estate market. In a post-Labor Day check-in, we dive into our outlook for the remainder of 2022, sharing thoughts, data, and stories that cover hotels, multifamily, office, and retail. Tune in now.Epi…
 
In this week’s episode, we dive into the economic data that represents a “summertime blues” theme, and how commercial real estate is combatting the negativity. We cover our August CMBS delinquency report, providing an overview of what could happen to the closely-watched office sector. Then, we discuss news for hotels, multifamily, and large compani…
 
In this week’s episode, we review the risk-on or risk-off environment amid choppy news and try to make sense of the impact on CRE. We discuss the recency bias in the market, retail earnings, and companies shedding their office space. We also dive into large retail trading alerts and Professor Hendry shares a real estate value lesson on demand, util…
 
In this week’s episode, we discuss the latest economic news to digest and how excess inventory is impacting retail earnings. Rob Jordan, Head of CMBS, provides a quick hit on the CMBS market and raises the question if there is temporary thawing in issuance. We also discuss hotel transactions, tech companies back to the office, and leasing updates. …
 
In a special guest episode of The TreppWire Podcast, we welcome Rachael Brown, Senior VP of Commercial Real Estate at The Bank of Tampa to discuss the current real estate lending market. We dive into the state of the Tampa Bay area, new developments to watch, the impact of economic conditions on CRE, and market sentiment amid volatility. Listen now…
 
In this week’s episode, we share our results from our CRE Sentiment Survey, covering macroeconomic, CRE and CMBS, and business-specific takeaways and impacts on market participants. We discuss recent positive CRE and CMBS developments in terms of issuance, pricing, and property type news. Episode Notes:• Macro update: inflation, jobs, Fed comments …
 
In a special episode, we welcome back our global Trepp team to provide an update on the state of the structured finance markets around the world. We dive into our takeaways from two recent conferences, Global ABS 2022 and Structured Finance Vegas 2022. We also talk about the latest news in CRE, CMBS, and corporate CLOs.European market update(0:28)C…
 
In this week’s episode, we welcome Research Director, Stephen Buschbom as we run through positive economic news, strong REIT earnings, and a new SAT word for Trepp’s 150th episode of the podcast. We also dive into our rent growth and CPI analysis, discuss the latest in office transactions, and touch on what is happening in the CMBS market in terms …
 
In this week’s episode, we discuss the latest economic news, inflation numbers, retail earnings, and what this all means for commercial real estate fundamentals. We review recent office sales and leases, give an update on the industrial market, and dive into multifamily cap rates. Listen here. Take our CRE Sentiment Survey here: https://www.surveym…
 
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:Eco…
 
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 prop…
 
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 sho…
 
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:Econ…
 
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 pote…
 
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: …
 
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 cr…
 
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 …
 
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 …
 
In a special guest episode of The TreppWire Podcast, we welcome Carly Tripp, Global Chief Investment Officer and Head of Real Estate Investments at Nuveen Real Estate. Carly speaks with the team about the shifting commercial real estate landscape, diving into the impact of the current macroeconomic climate and how the pandemic changed the market. W…
 
In this week’s episode, we dive into the latest market reactions; crypto panic, inflation gauges, and Fed announcements. We also share insights and market sentiment from our lending client symposium, featuring takeaways from industry experts at the Mortgage Bankers Association and the Atlanta Federal Reserve. In weekly CRE news, we dive into more n…
 
In this week’s episode of The TreppWire Podcast, the team discusses recent tech earnings, inflation, big-box retail, and office news. Next, we dive into the delinquency rate, interest-only bonds, and hotel transactions. Then we talk about big tech giant Amazon and the Metaverse. Stick around to hear a sneak peek as we shed light on the multifamily …
 
There was a mixed bag of tech earnings this week, so we dive into some of the headlines and the impact on commercial real estate. In this episode of The TreppWire Podcast, we also cover recent stories about offices downsizing and record property transactions. We then follow up on our recent multifamily net operating income teaser, sharing the headl…
 
In this week’s episode, we analyze the mixed bag of economic news, discussing CRE sentiment and the CMBS data to watch. In CRE property type news, we cover stories for office properties across the country, including space being taken off the market, new leases signed, transfers to mortgage lenders, and luxury office purchases. We then look at impor…
 
In a special guest episode, Matthew Osborne, Executive Vice President, Senior Commercial Banking Officer with Eastern Bank joins the team to dive into the world of commercial real estate lending. We discuss the booming life sciences asset class in Boston, challenges for lenders and real estate developers, the intrigue of single-family rental proper…
 
In this week’s episode, we dive into what the CPI and PPI numbers mean for the market and cover recent bank, retail, and airline earnings. In a segment called “brokers start your engines,” we examine the latest office sales. We then take a walk down memory lane, reporting on new data for properties we’ve been watching over the years. Finally, we gi…
 
In this week’s episode, Andrew Jacobs shares a CMBS market update, highlighting special servicing rates, recent loan losses, and issuance numbers. Then, we discuss operators shedding retail assets, industrial interest, and office occupancy news. We close with an update on the increased demand in the single-family rental market. Stick around to hear…
 
Matt Anderson, Managing Director at Trepp, joins the team in this week's episode to talk all things inflation, interest rates, and investment returns. We also discuss the possible yield curve inversion, preliminary bank CRE loan and CMBS delinquency numbers, and stories in the office and lodging sectors. Stick around to hear our coverage of the per…
 
In this week’s episode, the team tries to make sense of rising interest rates, cap rates, and liquidity. Diving into the CRE property types, we discuss hotel comps, retail store closures, and multifamily transactions. We also review a shopping mall Trading Alert that serves as an example of a CMBS "waterfall." Episode Notes:What's behind the Treasu…
 
The markets have had a lot to react to this week, but most of the focus was on digesting the Fed announcement. In this episode, we reflect on the news and how it can impact real estate and then cover the state of the CRE lending market. We also dive into mixed headlines (or greens) for the office, retail, and multifamily markets. Stick around to he…
 
In this week’s episode, we examine the latest economic news including the jobs report, potential interest rate hikes, and oil prices. Then, we discuss the impact of inflation on consumer behavior and CRE. We also review property comps across office, retail, and hotels and give an update on how CMBS loans have performed pre-and post-risk retentionEp…
 
In this week’s episode, we reflect on the CMBS market, starting with the news that two commercial mortgage bonds were put on hold amid market weakness. Then, we talk about new issue pricing and the latest delinquency rates across the property types. We also highlight the top headlines in the retail, industrial, and office CRE sectors.Episode Notes:…
 
In a special European edition of The TreppWire Podcast, Andrew Jacobs, Head of Structured Finance speaks to Vivek-Anand Dattani, Global Head of Structured Sales, and Andrew McClymont, Structured Finance Analyst, about the state of the European markets. We dive into what is happening amid the war in Eastern Europe and examine the data and headlines …
 
This week, we reflect on the sobering news out of Eastern Europe, noting the world’s reaction and that it has yet to impact the commercial real estate market in terms of lending and spreads. In this week’s episode, we talk about the state of CRE, dive into some retail earnings, and then turn to student housing, mall, and RV park news. We close with…
 
In this week’s episode, we cover record-breaking deals across multiple commercial real estate property types, many of which offer new benchmarks. We look at the industrial sector, noting several transactions and trends from bank CRE data. Then, we turn to the Fed’s latest stress testing scenarios, offer musings from the MBA conference, and dive int…
 
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