The TreppWire Podcast

By Trepp LLC

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.

  1. 1.
    79. End of 1031 Exchange?, REIT Earnings, Retail Rundown, Delinquency Report
    47:47
  2. 2.
    78. Homeless Hotels, Tech Titans’ Office Demand, Retail Trend Reversal
    49:20
  3. 3.
    77. Check-In on COVID Delinquencies, End of Retail Apocalypse?, Office Vacancies, Student Housing
    47:57
  4. 4.
    76. Good, Bad, & Ugly Office News, Solid Bank Earnings, Retail Property Sales
    53:12
  5. 5.
    75. Hotel & Multifamily Distress Across the U.S., Spike in CRE CLO Demand, Retail Round-Up
    48:59
  6. 6.
    74. Global Investing in Commercial Real Estate with David Bitner, Cushman & Wakefield
    35:41
  7. 7.
    73. Fresh Bank CRE Loan & CMBS Delinquency Data, Falling Multifamily Occupancy, Hotel & Sports
    46:30
  8. 8.
    72. Distressed Logjam Loosens, Hotel Deals in the Market, One Year of Podcasts
    49:20
  1. 9.
    71. Green Shoots & Crabgrass in CRE, Property Valuation News, The State of CMBX 6
    48:59
  2. 10.
    70. Road to Recovery for the Distressed Debt Market with Donald Sheets, Broadshore Capital Partners
    40:25
  3. 11.
    69. COVID-19's One Year Check-Up: Biggest Surprises in the CRE Market & Overall
    45:55
  4. 12.
    68. Delinquency Drops, Return to the Office, Performance of CRE CLOs, Texas CRE Snapshot
    47:29
  5. 13.
    67. The Resiliency of REITs, Performance and Outlook with John Worth of Nareit
    31:46
  6. 14.
    66. Early Look at NOI Changes, Hidden Delinquency Rate, New Appraisals, Co-Tenancy Clauses
    50:58
  7. 15.
    65. Falling Retail Property Values, Office Cuts, 2021 Stress Test Scenarios, Credit Enhancement 101
    47:43
  8. 16.
    64. Sublets, Shopping Malls, Slot Machines, and CMBS Deal Pricing 101
    51:38
  9. 17.
    63. Policies & Predictions: Forecast for CRE Finance with Jamie Woodwell and Mike Flood from MBA
    37:43
  10. 18.
    62. The Delinquency Digest, Eviction Moratorium Rundown, UK CRE News, Notable Leases & Sales
    57:37
  11. 19.
    61. Follow the Feet: Tracking CRE Performance Using Consumer Behavior ft Ethan Chernofsky, Placer.ai
    33:05
  12. 20.
    The Short Squeeze Frenzy, Conversion of Malls, Loans to Watch Across Property Sectors
    48:39
  13. 21.
    Vaccines and Vacancy, Cracks in Multifamily, Q4 Bank Earnings, Wave of Hotel Bankruptcies
    43:29
  14. 22.
    The 2021 CRE Outlook with Deloitte Real Estate’s Kathy Feucht and John D’Angelo
    37:41
  15. 23.
    Distressed Property Valuations, Major Metro Office Headlines, Corporate Transparency for CRE
    51:39
  16. 24.
    A Look at Travel and Hospitality News, More Retail Closures, What’s to Come for 2021
    57:38
  17. 25.
    Trepp Year-in-Review 2020: Biggest CRE Surprises, Performance by Property Type, CMBS Trends
    59:55
  18. 26.
    Analyzing CRE Property Valuations, Q3 Bank Loan Performance, Fresh CMBS Delinquency Data
    54:27
  19. 27.
    Leveraging CRE Tech during the COVID-19 Crisis with Michael Mandel from CompStak
    27:56
  20. 28.
    Digging into Mall Loan Losses, Retail Loan Modifications, Falling RevPAR
    1:01:14
  21. 29.
    Key CRE Trends from a Broker’s Perspective with Michael Bull from America’s CRE Show & Bull Realty
    31:17
  22. 30.
    A Global Inflection Point, Declining Special Servicing Rates, Changes in Corporate & Consumer Habits
    49:47
  23. 31.
    Falling Occupancy Rates, Bank CRE Loan Delinquencies, Demand for Office Space
    1:01:31
  24. 32.
    An Early Look at November Delinquency Rates, Options for Distressed Hoteliers, the Urban Exodus
    51:15
  25. 33.
    CRE Investing and Servicing with Adam Behlman, President of Real Estate at Starwood Property Trust
    38:02
  26. 34.
    The Hotel Sector in Dire Straits, Warehouse Loan Hedging 101, Early Indicators of Bank Failure Risk
    52:30
  27. 35.
    Property Performance Predictions in a Post-Vaccine World
    54:40
  28. 36.
    Potential Regulatory Changes Post-Election, Risk Retention 101, Notable Q3 CRE Data
    51:11
  29. 37.
    CRE Investment Insights with Dr. David Hartzell & Caroline O’Neill from UNC’s Kenan-Flagler PE Fund
    39:48
  30. 38.
    The Outlook for the Distressed Debt Market, Retail Valuations, Recent CMBS Pricing Levels
    42:58
  31. 39.
    Borrowers Giving Back the Keys to Their Properties in Droves, A 6 Month Corporate CLO Credit Cycle
    47:16
  32. 40.
    The Impact of COVID-19 from a Rating Agency’s Perspective with Eric Thompson from KBRA
    32:01
  33. 41.
    Retail Property Valuations, The Big Takeaways from Q3 Bank Earnings, Shadow Delinquencies
    1:03:53
  34. 42.
    Key CRE Metrics for Assessing the Recovery with KC Conway, Chief Economist at CCIM
    38:09
  35. 43.
    The Recession-Resistant Self-Storage Sector, the Loan Payoff Report, Retail & Lodging Performance
    51:48
  36. 44.
    CECL 101, Recent CRE Valuations, The Declining CMBS Delinquency Rate
    1:02:16
  37. 45.
    Performance of CRE Bank Loans vs CMBS Loans, A Look at Occupancy Rates, The Regulatory Roundup
    1:02:13
  38. 46.
    Takeaways from the Mid-Month CMBS Delinquency Report, A Mixed Bag of Office News, Loan Deferrals 101
    51:53
  39. 47.
    Predictions for the Future of CRE Finance, Problems in Multifamily, a Wave of Retail News
    58:10
  40. 48.
    Hotel Valuations, Increasing Focus on the Office Sector, Treasury Yield 101
    59:27
  41. 49.
    CMBS Delinquency Rate Sees Another Big Decline, Underwritten vs Actual NOIs, Top Secondary MSAs
    56:39
  42. 50.
    A Data-Driven Approach to Assessing Property Values with Fritz Kaegi, Cook County Assessor
    37:16

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