Ranked #1
209. Soft Landing Doesn’t Mean No Turbulence; WeWork Exposure; Where to Hide in CMBS
209. Soft Landing Doesn’t Mean No Turbulence; WeWork Exposure; Where to Hide in CMBS
This week, economic data suggested the Fed might actually pull off a soft landing, but that won’t come without some turb... Read more
11 Aug 2023
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55mins
Ranked #2
208. Ringing in August with CRE Green Shoots; What Can Go Wrong?
208. Ringing in August with CRE Green Shoots; What Can Go Wrong?
In this week’s episode, we ‘ring’ in a new month with some green shoots for the commercial real estate market. The team ... Read more
2 Aug 2023
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43mins
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207. Frisky Business: Solid Economic Data, Stocks Surging, CRE Sales. Are we Back?
207. Frisky Business: Solid Economic Data, Stocks Surging, CRE Sales. Are we Back?
There was a lot to like about the latest earnings numbers, economic data, and stock movement, but what does it all mean ... Read more
28 Jul 2023
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Ranked #4
206. Irrational Exuberance in the Markets?; Property Transfers & Deed-in-Lieu; Multifamily Expenses
206. Irrational Exuberance in the Markets?; Property Transfers & Deed-in-Lieu; Multifamily Expenses
The markets seem to have gone from optimistic to exuberant over the last two weeks... In this week’s episode of The Trep... Read more
20 Jul 2023
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205. Risk On! Inflection Point or False Flag? Enthusiasm Everywhere, Bearishness in Short Supply
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In this week’s episode of The TreppWire Podcast, after the CPI and PPI readings came in, we question if the rally and eq... Read more
12 Jul 2023
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204. No Holiday Lull for CRE: Comps Galore, Big Office News, H1 CMBS Recap
204. No Holiday Lull for CRE: Comps Galore, Big Office News, H1 CMBS Recap
Although we expected a lull in market news and data during the holiday week, that was not the case for CRE. In this week... Read more
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203. Comps Comps Comps, Sales Comps Dominate News; Delinquencies Rise
203. Comps Comps Comps, Sales Comps Dominate News; Delinquencies Rise
There was plenty of positive economic data to digest this week, all while Fed Chair Powell was “taking the punch bowl aw... Read more
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202. Did Fed Pause Stall the Market? New Issue Pricing & Property Sector Rapid-Fire Rundown
202. Did Fed Pause Stall the Market? New Issue Pricing & Property Sector Rapid-Fire Rundown
In this episode, we discuss what we saw in the markets, starting with stocks hitting a wall after Fed Chair Powell indic... Read more
22 Jun 2023
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201. Optimism Hard to Find at CRE Event; Industrial Hitting a Wall?; Retail Owner Throws in Towel
201. Optimism Hard to Find at CRE Event; Industrial Hitting a Wall?; Retail Owner Throws in Towel
This week, all eyes were on the inflation numbers, the Fed’s interest rate decision, and retail sales. In this episode, ... Read more
16 Jun 2023
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200. Cutting Through the Haze; Looming Hotel Default Renews Lodging Concerns; More Office Subleases
200. Cutting Through the Haze; Looming Hotel Default Renews Lodging Concerns; More Office Subleases
In this week’s episode of The TreppWire Podcast, the Trepp team tries to cut through the haze (in the economic markets, ... Read more
10 Jun 2023
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51mins
