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24 episodes
The TreppWire Podcast: A Commercial Real Estate Show
by The TreppWire Podcast, A CRE Show · English
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 [email protected].
Latest episodes
All episodes
434. The Half-Point Debate, Data Center Bonds, Mall Math & Shifting CRE Risk
Week-in-review for Nov 13, 2026 covering jobs vs CPI and Fed rate-hike odds; how volatility affects floating-rate loan sizing and interest-rate caps; local development voting trends (data centers vs…
13 Nov 2026 · 51m · 18 chapters433. Power, Politics, and Property Values: The Macro Overlay & Midterms, Data Center Referendums, NYC Affordability Pressures
Week in review (ending Nov 6, 2026) tying macro conditions and CRE lending to NYC rent-stabilized affordability pressures and local data center ballot outcomes; includes industrial CMBS/data center…
6 Nov 2026 · 1h 2m · 25 chapters432. The Net Lease Playbook: Institutional Capital, Sale-Leasebacks, & Market Evolution with Glen Kunofsky, SURMOUNT
Net lease playbook and market evolution—how institutional capital, sale-leasebacks, and interest-rate/cap-rate dynamics are reshaping single-tenant CRE, plus why bonus depreciation and tenant-paid…
3 Nov 2026 · 40m · 16 chapters431. The Ghost of Hikes to Come: AI Credit Jitters, Haunted CMBS, and a $6.2B Office Bet
Week in Review (week ending Oct 30, 2026) for commercial real estate, CMBS, and credit markets—framed with Halloween themes.
30 Oct 2026 · 55m · 20 chapters430. Hike or Rate Spike? The Fed's Next Move, 245 Park's Second Act, Large Servicer Transfers, & a Chicago Office Foreclosure
Week in Review on macro and CRE credit—Fed rate expectations (hold in October, possible December action), AI investment complicating inflation, oil pressure, and housing weakness from higher…
23 Oct 2026 · 1h 1m · 27 chapters
429. Multifamily Value-Add, Development, and Opportunity Zone Strategy with Barrett Linburg, Savoy Companies
Texas multifamily value-add and development strategy, centered on Opportunity Zone investing (OZ 1.0 and “permanent” OZ 2.0), plus Savoy Companies’ gut-renovation playbook and vertically integrated…
20 Oct 2026 · 37m · 17 chapters428. Pressure Beneath the Profits: Bank Earnings, Hot Inflation, Falling Yields, & $2.9B in Hurricane-Exposed CRE
Week in review (week ending Oct 16, 2026) linking hot inflation (CPI 3.7%, energy-driven; PPI hotter than expected) and rising Treasury yields to bank earnings, CRE financing/underwriting, and…
16 Oct 2026 · 57m · 30 chapters427. Inflation Revisions, Refinancing Decisions: $78B in Hard Maturities, Negative Leverage, & a $508M Retail Bet
Week in Review on how higher financing costs affect CRE borrowers/investors, focusing on private label CMBS hard maturities (~$78B through 2027), refinancing gaps, and “negative leverage” explained…
9 Oct 2026 · 56m · 25 chapters
426. CRE Lending Through Cycles: Stressed Sponsors, Industrial Conviction, & Today’s Debt Market with Stefanie Stewart, Voya Investment Management
CRE lending through cycles—how Voya’s platform structures loans in a higher-rate, tighter-spread debt market; lessons from the GFC and 2022 rate hikes; and sector views (industrial overweight, office…
6 Oct 2026 · 28m · 13 chapters425. The Payoff Problem: Rising Yields, $4.7B in Hard Maturities, & AI’s $4.2T Revenue Gap
Mixed macro signals (resilient spending/jobs but falling consumer confidence and softer PCE), rising long-term Treasury yields, and CRE refinancing stress.
2 Oct 2026 · 57m · 15 chapters424. The Numbers Need Context: 5%+ Treasury Yields, AI Roadblocks, and Hotel Distress
Week in review for commercial real estate credit (CMBS/CLO) ending Sept 25, 2026.
25 Sep 2026 · 1h 1m · 27 chapters
423. The Office-to-Resi Conversion Boom is Just Getting Started with Joey Chilelli, Vanbarton Group
Office-to-residential conversions as a long-term solution driven by structural office market bifurcation, aging inventory, and public incentives; underwriting, financing, and tenant experience at…
22 Sep 2026 · 35m · 18 chapters422. From the Fed to FedEx: Warsh’s First Rate Hike, $6.6B in Amazon/FedEx Exposure, and Three Paths for Office
Week in review (week ending Sep 18, 2026). Covers Fed policy (25 bps hike to 3.75–4%, unanimous; Warsh signals inflation-fighting credibility), consumer resilience (Aug retail sales +1.2%; control…
18 Sep 2026 · 1h 3m · 26 chapters421. Beyond the Headlines: Office Distress, a $30.6B Multifamily Maturity Test, & Western CRE’s Mixed Signals | LIVE at California MBA's WSCREF
Live “Beyond the Headlines” Western CRE data review (week ending Sept 11, 2026) explaining why leasing/capital/credit signals can conflict, using a “three-clock” framework (property, capital, credit)…
11 Sep 2026 · 55m · 21 chapters
420. The Art of Storytelling in Commercial Real Estate with Spencer Levy, Host of CBRE’s The Weekly Take
How storytelling and communication drive leadership and performance in commercial real estate, plus what’s changing in CRE due to sticky high interest rates, capital-market “weight of money,” and the…
8 Sep 2026 · 50m · 27 chapters419. Back to School, Back to Price Discovery: The 5% Treasury Test, College Football’s $6.1B Student Housing Connection
Week in CRE and rates, focusing on “selective” capital amid higher Treasury yields; securitized student housing mapped to college football; plus deal updates across student housing, multifamily,…
4 Sep 2026 · 58m · 26 chapters
418. How CRE Lending is Changing: Bigger Deals, Data Center Capital, & AI with Catherine Sierakowski, BMO Capital Markets
How CRE lending is evolving from balance-sheet loans to strategic capital solutions, with focus on data center financing and practical AI/data use in underwriting and execution.
1 Sep 2026 · 37m · 17 chapters417. Who Writes the Next Check? Fund Redemptions, Cash-Out Refinancing Trends, & CRE Workouts
Week in Review (inflation/PCE and rates; Canadian construction tariffs; retail/CRE signals; AI data deal) plus CRE fund redemptions and conduit CMBS “cash-in vs cash-out” refinancing trends;…
28 Aug 2026 · 53m · 24 chapters416. The Bond Market Bites Back: Treasury Intervention, AI’s $3 Trillion Bet, Office Loans Below Breakeven, & Forced CRE Sales
This Trepwire Week in Review (week ending Aug 21, 2026) centers on bond-market volatility and Washington’s response, with spillovers into CRE and AI-driven capital demand.
21 Aug 2026 · 48m · 20 chapters
415. The Retail Story Everyone Gets Wrong with Jim Dillavou, Paragon Commercial Group
Jim Dillavou explains “necessity retail” (grocery-anchored neighborhood centers) and why it’s durable across cycles, plus Paragon’s value-add approach and underwriting principles (data-driven, avoid…
18 Aug 2026 · 40m · 19 chapters414. The AI Capital Boom, Stubborn Treasury Yields, Office Bets, & Insurance Relief
Week in review for commercial real estate, focusing on inflation and Fed expectations, the AI-driven capital boom affecting long-term rates and office demand, insurance cost trends for securitized…
14 Aug 2026 · 1h 2m · 33 chapters
413. Inside Nomura's Return to CRE Finance with CMBS Industry Icon Larry Kravetz
Larry Kravitz (Nomura) discusses CMBS’s evolution since the mid-1990s, why underwriting discipline is better than pre-2008, Nomura’s strategy to rebuild a full-service CRE/CMBS platform, and current…
11 Aug 2026 · 29m · 12 chapters412. Refinancing, Right-Sizing, & Repositioning: $5.49B in CMBS Hard Maturities, Camden Heads South, & Apollo's Austin Bet
Week in CRE/data review (week ending Aug 7, 2026): macro tension (strong output, weak hiring; higher rates hitting construction/mortgages), major transactions (Camden exits CA; Apollo expands in…
7 Aug 2026 · 59m · 28 chapters411. Play the Ball? Bonds Threw a Curve: New York CRE Shakeups & What Super Regional Bank Earnings Mean for CRE
Week in review (week ending July 31, 2026) covering Fed/bond-market reaction, AI-driven global equity volatility, New York CRE/retail headlines (office-to-resi conversions, Macy’s sign removal,…
31 Jul 2026 · 56m · 23 chaptersWe use cookies.They keep VO running smoothly and help us improve it. Privacy policy