Best TreppWire Podcasts (2025)

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331. Economic Exhaustion, Office-to-Resi Momentum, CRE CLO Comeback, & Multifamily Green Shoots 45:55

1d ago45:55

45:55

In this week's episode of The TreppWire Podcast, we discuss markets swinging on tariff threats and temporary delays. We examine the trade-offs between inflation and employment concerns and also discuss leaks of retail price increases. We analyze momentum in office-to-residential conversions with major projects in Times Square, Boston, and a former …

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330. Go Where the Herd Isn’t: CRE Multifamily Insights & Realities with Sam Tenenbaum, Cushman & Wakefield 39:22

3d ago39:22

39:22

In this special guest episode of The TreppWire Podcast, we are joined by Sam Tenenbaum, Head of Multifamily Research at Cushman & Wakefield to dive into the current state of the commercial real estate (CRE) and multifamily markets. We unpack Sam’s perspective on national trends, take a closer look at the dynamics shaping Austin’s multifamily sector…

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329. America Downgraded: What Does it Mean? Appraisal Reductions and Trading Alerts Served with a Side of Optimism 52:33

9d ago52:33

52:33

In this week's episode of The TreppWire Podcast, we examine Moody's downgrade of the US credit rating alongside mixed economic signals including hotter-than-expected PPI data and declining consumer sentiment. We analyze diverging retail performance with Walmart showing resilience while Target struggles with falling transactions, and discuss retail …

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328. Commercial Lending & Investing Through Market Changes with Red Oak CEO Gary Bechtel 34:30

11d ago34:30

34:30

In this special guest episode of The TreppWire Podcast we are joined by Gary Bechtel, CEO of Red Oak Capital Holdings LLC. Gary shares his journey into the commercial mortgage industry and discusses the cyclical nature of the industry. He shares what differentiates Red Oak’s approach to structuring deals compared to other private lenders, as well a…

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327. Property Type Perspectives, Executive CRE Sentiment & Some Greenshoots: Trepp Connect (in NYC) 37:37

16d ago37:37

37:37

In this week's episode of The TreppWire Podcast, we unpack key insights from the recent Trepp Connect (in NYC) commercial real estate (CRE) event, sharing perspectives across property types and executive sentiment. While uncertainty remains, many participants expressed cautious optimism about the market’s direction. We break down thelatest economic…

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326. Does Slow & Steady Win the Race? Fed Holds Rates, Updated Office Stats, & A Unique Multifamily Case Study 51:13

23d ago51:13

51:13

In this week's episode of The TreppWire Podcast, we navigate mixed economic signals with strong April jobsdata alongside ongoing trade tensions. We analyze the Fed's decision to hold rates steady citing inflation concerns and explore Brookfield's $5.9 billion raise for distressed properties. We examine federal intervention in the PennStation redeve…

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325. The Macro Seesaw: Mixed Economic Signals, CMBS Issuance History, Rising Delinquencies & Industrial Sales 45:19

30d ago45:19

45:19

In this week's episode of The TreppWire Podcast, we discuss the markets that are still on edge as investors weighed fresh inflation data, a mixed jobs report, and renewed speculation around the Fed’s next move. We share fresh CMBS delinquency data and tease distress and loss data through the eras. We discuss two Westfield mall loans – one with a va…

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324. Unpacking Uncertainty: Economic Outlook, CMBS Origination Uptick, NYC Office Leases 52:36

1M ago52:36

52:36

In this week's episode of The TreppWire Podcast, weunpack the mixed economic data and evolving policy rhetoric keeping markets on edge. We analyze the latest release from the Fed’s Beige Book and its implications for commercial real estate (CRE) lenders navigating an uncertain market. We cover the ongoing impact of tariffs and the International Mon…

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323. Commercially Speaking: How Bo & Timmy Barron Make CRE Accessible 57:19

1M ago57:19

57:19

In this special guest episode of The TreppWire Podcast, we are joined by Bo and Timmy Barron, cohosts of the Commercially Speaking Podcast, a show that breaks down commercial real estate concepts in a clear and entertaining way. Bo, a Certified Commercial Investment Member (CCIM) instructor and CEO of Barron Commercial Group, shares his journey fro…

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322. Data Tells All: Powell’s Play, Market Uncertainty, Loan Spreads, & CRE Transactions 49:09

1M ago49:09

49:09

In this week's episode of The TreppWire Podcast, we break down the latest inflation data, analyze Federal Reserve Chair Jerome Powell’s message, and explore shifting Fed expectations while assessing what all this means for market uncertainty ahead. We unpack the consumer impact of the US-China trade war, even as retail sales exceed forecasts. In fi…

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321. Be Cool: Talking Tariff Reversals & CRE Implications, Special Servicing, Industrial Transactions, & More 56:55

2M ago56:55

56:55

In this week's episode of The TreppWire Podcast, we dive into this week's financial market volatility, exploring the impact of tariff policy changes and economic data releases while analyzing key developments with U.S. Treasuries. Drawing on insights from Trepp's Chief Economist, we examine how tariffs may influence various property sectors and the…

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320. From Skyscrapers to Sublets: NYC Leasing Market with Ruth Colp-Haber 29:57

2M ago29:57

29:57

In this special guest episode of The TreppWire Podcastwe're joined by Ruth Colp-Haber, President of Wharton Property Advisors and a leading tenant representation broker, for an in-depth conversation on the New York City (NYC) office leasing market. Ruth shares her perspective on what it's like to be a broker in one of the world's largest markets, o…

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319. Liberation or Uncertainty? Tariff News, CMBS Delinquencies Back Up, & CRE CLO Issuance 50:34

2M ago50:34

50:34

In this week's episode of The TreppWire Podcast, we cover Liberation Day's tariff announcements, the impact of DOGE on unemployment from the JOLTS report, and other key economic data. We explore the ripple effects of tariffs on thecommercial real estate supply chain, with headlines like Microsoft's global data center pullback and SimonCRE’s ambitio…

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318. Perturbative Data: Consumer Confidence Slides, More Government Cuts, Park Ave's Persistent Premium, & Multifamily Price Points 52:47

2M ago52:47

52:47

In this week's episode of The TreppWire Podcast, we analyze March's economic indicators showing a clear split between services and manufacturing PMIs. We examine declining consumer confidence and discuss housing market dynamics including FHFA policies and inventory trends. We explore former Governor Cuomo's pivot on rent reforms as he enters the NY…

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317. From the Top: CEO Annemarie DiCola on Trepp's Evolution from CMBS Pioneer to CRE Data Leader 35:49

2M ago35:49

35:49

In this special guest episode of The TreppWire Podcast, we celebrate our five-year podcast anniversary and Women's History Month by welcoming Annemarie DiCola, CEO of Trepp, to the show. With nearly 35 years at the company, Annemarie shares her remarkable journey from commercial real estate attorney to leading Trepp through multiple market cycles. …

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316. March CRE Madness: Transitory Bounce, Retail Rebound, FOMC Meeting & Trading Alerts 59:29

2M ago59:29

59:29

In this week's episode of The TreppWire Podcast, we dive into the key takeaways from the recent FOMC meeting, discussing the Fed's decision to hold interest rates steady and Powell's revival of the term “transitory,” along with the prevalent wait-and-see narrative. We explore the potential commercial real estate (CRE) impacts of a continued economi…

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315. The Business of Talent & Leadership in CRE: A Conversation with Bill Ferguson 32:56

2M ago32:56

32:56

In this special guest episode of The TreppWire Podcast, we are joined by Bill Ferguson, Co-Chairman and CEO of Ferguson Partners, a global talent management firm founded 35 years ago that specializes in the real assets, hospitality and leisure sectors. Bill shares the highlights of his distinguished career in executive search and leadership consult…

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314. The Ides of March: Retail Concerns, CMBS Issuance Update, Housing Trends & Special Servicing Moves 41:44

3M ago41:44

41:44

In this week's episode of The TreppWire Podcast, we analyze the economic data from the week, new CMBS issuance numbers, and housing trends to see if the Ides of March are proven to be turbulent again. We explore the slowdown in consumer spending across all income levels and unpack the latest CMBS issuance numbers. On the housing side, we break down…

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313. Tariffs, Terminations, and...Trepidation? DOGE Plays Hide & Seek, Monthly Delinquency, & Anticipatory Value Deep Dive 49:25

3M ago49:25

49:25

In this week's episode of The TreppWire Podcast, we discussthe recent economic headlines we’ve seen week after week – including inflation, tariffs and immigration – to continue to bring you fresh perspectives on why matter for the commercial real estate (CRE) markets. We discuss the GSA office property data behind the properties they want might wan…

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312. Behind the Acquisition: Trimont’s Big Move in Commercial Mortgage Servicing with Bill Sexton, CEO 31:20

3M ago31:20

31:20

In a special guest episode of The TreppWire Podcast, we welcome Bill Sexton, CEO of Trimont, to discuss Trimont's landmark acquisition of Wells Fargo’s non-agency third-party commercial mortgage servicing business. This deal makes Trimont the largest loan servicer in the U.S., managing approximately 11% of all U.S. commercial real estate (CRE) debt…

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311. Mixed Signals & More Turbulence: Consumer Confidence Drops, Opportunistic CRE Deals, Data Center Signs, Valuation Trading Alerts 48:37

3M ago48:37

48:37

In this week's episode of The TreppWire Podcast, we analyze recent economic indicators showing mixed signals, including declining consumer confidence at an 8-month low and the Fed's expected rate path through 2025. We examine the impact of new tariffs on market volatility and discuss recent high-profile CRE deals, including Apollo's acquisition of …

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310. Bullish on CRE? "America's Commercial Real Estate Show" Host Michael Bull Tells All 28:13

3M ago28:13

28:13

In this special guest episode of The TreppWire Podcast, we are joined by Michael Bull, founder and CEO of Bull Realty, and host of America’s Commercial Real Estate Show. With over 35 years in commercial real estate and more than $8 billion in transactions, Michael shares insights from his journey from leasing apartments while in college to running …

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309. The CRE Check-Up: Fed's Vital Signs, CMBS Issuance Pulse, Walmart's Flu Warning, & DOGE's Office Surgery 51:26

3M ago51:26

51:26

In this week’s episode of The TreppWire Podcast, we examine the Fed's latest signals on interest rates, covering the evolving inflation landscape and newly proposed bank capital requirements that could reshape CRE lending. We review Walmart's lower-than-expected 2026 fiscal guidance and potential impacts of tariffs on retail spending. We explore DO…

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308. CPI Heartache: No Love for Rate Cuts, Loan Recourse 101, NYC Office Revival, & GSA Office Downsizing 52:22

4M ago52:22

52:22

In this week's episode of The TreppWire Podcast, we analyze January's hotter-than-expected CPI print and Fed Chair Powell's Congressional testimony on rate cuts. We break down the mechanics of recourse loans and personal guarantees in distressed deals, like The Hotel Carter near Times Square. We then examine three major office refinancing deals in …

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307. Evolution of the B-Piece Buyer from the 90s to Today: Scott Douglass of Prime Finance 41:24

4M ago41:24

41:24

In this special guest episode of The TreppWire Podcast, we are joined by Scott Douglass, Co-Founder and Co-Chief Investment Officer at Prime Finance. Scott shares his extensive experience in the commercial mortgage-backed securities (CMBS) space and breaks down the evolution of B-piece buying from the '90s to today. We examine how past crises can p…

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306. Tackling the Headlines: Trade, Tariffs, Office Narrative Turnaround 52:36

4M ago52:36

52:36

In this episode of The TreppWire Podcast, we dive into economic data and headlines of the week, including manufacturing and job openings figures, the implications of tariffs on the CRE market, and the thought that lending standards for commercial real estate (CRE) may be tightening. We discuss the inflection point for the office market after seeing…

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305. Deep-Sixed by DeepSeek? AI Disruption & Data Centers, Fed’s Patience, Trump’s Buyout Offer, & Property Stories 55:48

4M ago55:48

55:48

In this episode of The TreppWire Podcast, we examine how Chinese AI startup DeepSeek's sent shockwaves through tech markets, raising questions about data center demand. We analyze the Fed's decision to hold rates steady and discuss Trump's federal worker buyout offer impacting office demand. We break down Amazon's record-breaking lease in Miami, di…

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304. Housing Market Reality Check with MacroEdge: Inventory, Affordability & Demographics 44:48

4M ago44:48

44:48

In this special guest episode of The TreppWire Podcast, we are joined by Ulysses Awsumb, Head of Research, and Melody Wright, Contributing Writer at MacroEdge, as well as Rachel Szymanski, Trepp’s Chief Economist, to discuss the current state of the real estate market and challenge common narratives. Drawing from their extensive research and on-the…

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303. Ink Meets Impact: Executive Orders, Fannie Freddie Privatization, Multifamily Data & Major Transactions 46:29

4M ago46:29

46:29

In this episode of The TreppWire Podcast, we discuss recent economic headlines, including AI spending, optimism in commercial real estate (CRE), and Trump’s return to office executive order for federal workers. We share scenarios on what could happen with this mandate and preview an analysis on GSA exposure and the respective average rent per squar…

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302. Taxes, Transactions, 2025 Themes: Wildfire Tax Relief, Sales Transactions, & CREFC Takeaways 53:22

4M ago53:22

53:22

In this episode of The TreppWire Podcast, we review the themes, discussions and key takeaways from CRE Finance Council (CREFC)’s January 2025 conference. We also analyze the latest economic data including the increase in both the Consumer Price Index and the Producer Price Index, the rise in jobless claims and the pickup in economic activity report…

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301. Your 2025 REIT Playbook with David Auerbach, Hoya Capital 55:09

5M ago55:09

55:09

In this special guest episode of The TreppWire Podcast, we are joined by David Auerbach, Chief Investment Officer at Hoya Capital to discuss the current state and future of the Real Estate Investment Trust (REIT) sector. David shares hisjourney into the REIT industry, insights on market trends, and the importance of long-term investment strategies.…

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300. Celebrating A Milestone: Office Origination Deep Dive, Potential Fallout of CA Wildfires, and Mega Dollar Deals 51:35

5M ago51:35

51:35

Happy 300th episode of The TreppWire Podcast! In this week’s milestone episode, we are here to share the data behind the headlines. We first reflect on the wildfires in California and the potential impact on real estate, insurance costs, and the market at large. We ‘dig through the data’ into office originations to provide transparency into the per…

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299. CRE Market Context: 2025 Predictions, Delinquency Perspectives, Credit Events, & Opportunities Ahead 58:30

5M ago58:30

58:30

In this week's episode of The TreppWire Podcast, we delve into the current landscape of the commercial real estate (CRE) market, providing some much needed context for 2025. We begin by analyzing the latest CMBS delinquency data, offering our interpretations and breaking down the numbers dating back to January 2000, when Trepp first began tracking …

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298. Putting a Bow on 2024: CRE Headlines & Data Behind the Narratives 49:43

5M ago49:43

49:43

We hope all our listeners are having a joyous holiday season and thank you all for tuning in each week. In this week's episode of The TreppWire Podcast, we take stock of the major commercial real estate (CRE) headlines of 2024 and make sense of it all with Trepp’s data. We provide our insights into both the positive and negative stories we’ve seen …

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297. Resiliency in 2024, Fed's Holiday Surprise, Portfolio Loans in the Special Servicing Stocking, & 2024 Wrap Up 56:23

5M ago56:23

56:23

This episode is sponsored by EisnerAmper. Resiliency is the word of 2024, but uncertainty might be the word of the day. In this week’s episode of The TreppWire Podcast, we are joined by our Chief Economist to discuss mixed signals from the recent economic data, including contrasting PMI figures, retail sales growth, and the latest Fed rate cut. We …

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296. Getting Eyeballs & Closing Deals: SERHANT Commercial Gives Their Perspective 28:28

5M ago28:28

28:28

In this special guest episode of The TreppWire Podcast, we are joined by Bernadette Brennan, Managing Director, and Owen Toland, Real Estate Salesperson at SERHANT. Known for its presence on the Netflix show, "Owning Manhattan," SERHANT is a full-service real estate agency, and Bernadette and Owen are here to discuss the commercial side of the busi…

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295. City of Yes, Merger of Kroger & Albertsons No, Macy's Real Estate Portfolio, & Notable Property Stories 52:16

6M ago52:16

52:16

In this week's episode of The TreppWire Podcast, we discuss the latest CPI reading, expected Fed interest rate cut, nonfarm payrolls, and the City of Yes zoning reform planthat was approved by the New York City Council this week. In commercial real estate news, we examine the latest talks of spinning off Macy’s real estate portfolio and the Kroger …

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294. Opportunities Outweigh Obstacles? Look to NYC Multifamily: Behind the Scenes with Seth Glasser | Marcus & Millichap 40:44

6M ago40:44

40:44

In this special guest episode of The TreppWire Podcast, weare joined by Seth Glasser, Senior Managing Director at New York Multifamily at Marcus & Millichap. As one of the top-producing multifamily agents in their office, Seth shares insights into his journey in commercial real estate (CRE),the major challenges facing the NYC multifamily market due…

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293. Soft Landing or Hard Truth? Billion-Dollar Deals, Double-Digit Office Delinquencies & More 54:13

6M ago54:13

54:13

This episode is sponsored by EisnerAmper. In this week's episode of The TreppWire Podcast, we unpack recent economic, manufacturing PMI, and job data to debate if it is an indication that we’re sticking the soft landing or a false narrative. We discuss the billion- dollar commercial real estate (CRE) headlines of the week from Valley National Bank …

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292. Carving up the Market: Consumer Confidence, Retail Performance Rundown, Bifurcated Office Stories, & Industrial Sales 54:48

6M ago54:48

54:48

In this week's episode of The TreppWire Podcast, we break down the latest consumer confidence and retail earnings data to understand “the tale of two consumers.” We talk Walmart vs. Target, more tariff talks, and examine the ‘largest’ stories all coming from Blackstone. We also break down several large retail loan changes, discuss the bifurcation s…

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291. Bobbing & Weaving: Blackstone Bets, Broker Fees Banned, Mayweather's Office Play, SASB Credit Stories 1:01:24

6M ago1:01:24

1:01:24

In this week's episode of The TreppWire Podcast, we discuss whether the Fed is going to cut rates in December, the potential implications of Trump tariff talks, and the news of NYC banning tenant-paid broker fees. We talk through Blackstone striking a deal to buy Jersey Mike’s, Floyd Mayweather Jr. swinging on an office investment, and other celebr…

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290. Rates are up, but so is Optimism? What the Numbers are Saying: Special Servicing Rates, Treasury Yields, CPI & Credit Stories 49:54

7M ago49:54

49:54

This episode is sponsored by The Henley Group. In this week's episode of The TreppWire Podcast, we breakdown more macroeconomic news following the election, as well as the October Senior Loan Officer Survey (SLOOS) that was conducted prior to the election. We dive into Q4 2024 Real Estate Roundtable Sentiment Survey results and tease out Trepp’s ne…

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289. The (Swing) State of Real Estate: Election Results & CRE Impact, Fed Conundrum, Treasuries, & $100B in Issuance 43:57

7M ago43:57

43:57

This week was a big one. In this week's episode of The TreppWire Podcast, we unpack it all - from how the incoming Trump Administration could impact commercial real estate (CRE) markets, to the Federal Reserve cutting interest rates for the second time this year. We discuss the “higher for longer” narrative, the impact of monetary policy on transac…

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288. Demystifying NY Multifamily Rent Control & Rent Stabilization with Avi Schron, Cammeby's International 41:08

7M ago41:08

41:08

In this timely and special guest episode of The TreppWire Podcast, we are joined by Avi Schron of Cammeby's International. Avi breaks down the difference between rent control and rent stabilization, shares his perspective on how multifamily rent control developed, and unpacks some of the biggest challenges that multifamily operators in NYC are curr…

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287. Hope is Not a Strategy: CRE Extend & Pretend, Home Mortgage Rates, & Hot Hitting Stories 47:52

7M ago47:52

47:52

In this week's episode of The TreppWire Podcast, we cover the recent mixed bag of GDP, consumer spending, and homes sales data. We also discuss the hot topics of the week, including the Fed staff report on “extend-and-pretend” and the LA Market with Dodgers winning the World Series. We wrap up the episode with more office loans being transferred to…

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286. Bond Market Blues & CRE News: Special Servicing Transfers, Office Struggles, & Industrial Sales Transactions 55:21

7M ago55:21

55:21

In this week's episode of The TreppWire Podcast, we examine the bond market selloff and rising yields impacting CRE ahead of a data-heavy economic calendar. We analyze a wave of special servicing transfers, including significant office properties in Boston and New York, and a major retail property in Portland. We alsodiscuss notable transactions in…

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285. CRE Pulse Check with Tri-State Insider James Nelson of Avison Young 35:08

7M ago35:08

35:08

In this special guest episode of The TreppWire Podcast, we are joined by James Nelson, Principal and Head of Tri-State Investment Sales at Avison Young, and renowned investment sales broker. James shares his journey into commercial real estate (CRE), his insider advice for others in the market, and his thoughts on the current state of play in NYC. …

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284. Turbulence Before Touchdown, Bank Earnings, Retail Store Closures & Knockout Acquisition Deals 57:01

8M ago57:01

57:01

In this week's episode of The TreppWire Podcast, we discuss the anticipated bond market volatility surrounding the upcoming U.S. presidential election and analyze recent bank earnings that suggest a potential soft landing. We break down several office loans struggles, including major value reductions and special servicing transfers. We also share s…

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283. Storms & Stats: Hurricane Milton, Inflation, Jobs, Special Servicing Spike, & CRE Sector Stories 57:19

8M ago57:19

57:19

In this week's episode of The TreppWire Podcast, we analyze Hurricane Milton's impact on CRE, the latest CPI reading (and drop-off in attention it is receiving), and the increase in jobless claims. We share data for special servicing rates and loan losses and dig into recent credit stories including office market trends, retail special servicing is…

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283. Storms & Stats: Hurricane Milton, Inflation, Jobs, Special Servicing Spike, CRE Sector Stories 57:19

8M ago57:19

57:19

In this week's episode of The TreppWire Podcast, we analyze Hurricane Milton's impact on CRE, the latest CPI reading (and drop-off in attention it is receiving), and the increase in jobless claims. We share data for special servicing rates and loan losses and dig into recent credit stories including office market trends, retail special servicing is…

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TreppWire Podcasts

Podcasts Worth a Listen