The TreppWire Podcast: A Commercial Real Estate Show

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

  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 redevelopment and Boston's looming $1 billion tax bill. On the property front, we discuss a Texas multifamily loan that defaulted shortly after origination, multifamily transactions across the country, concerning office delinquency rates in key MSAs, and Harwood International's office portfolio recapitalization in Dallas. Tune in now. Episode Notes:Economic Update (0:27)Brookfield Fundraising for Distressed Properties (8:14)Penn Station Redevelopment (11:55)Data Center Demand Outlook (16:37)Boston's Tax Crisis (18:47)Multifamily: Texas Loan Sent to Special Servicing & Transactions (21:05)Office Sector Trends & Stories (32:43)Harwood District Recapitalization (41:17)Fed Interest Rate Decision (43:00)Programming Notes (47:06)Shoutouts (47:55) Please take our listener feedback survey: www.surveymonkey.com/r/BMPXLHG   Questions or comments? Contact us at [email protected].    Follow Trepp:X: www.x.com/TreppWireLinkedIn: www.linkedin.com/company/trepp

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

  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 value reduction and another sent to special servicing. There is positive office news with Deloitte moving its North American headquarters to Hudson Yards, but negative stories with zombie buildings in Chicago impacting the surrounding market. We close the episode with industrial and warehouse transactions, including a Blackstone affiliate warehouse portfolio sale. Tune in now. Episode Notes·       Economic Update (1:04)·       Port Shipments down from Tariffs (7:23)·       March JOLTS Data (9:53)·       April 2025 CMBS Delinquency Report (11:22)·       Preview: CMBS Distress through the Eras (15:32)·       Westfield Mall Loans (23:41)·       Deloitte Moving HQ to Hudson Yards (28:29)·       Zombie Buildings in Chicago (31:24)·       Industrial & Warehouse Transactions (34:34·       Programming Notes (38:04)·       Shoutouts (40:53) Please take our listener feedback survey: www.surveymonkey.com/r/BMPXLHG  Questions or comments? Contact us at [email protected]. Follow Trepp:X: www.x.com/TreppWireLinkedIn: www.linkedin.com/company/trepp

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

  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 Monetary Fund's forecast, jobless claims, and the slowdown in the labor market. We lookat 2025 CMBS Issuance and Origination numbers, highlighting the property types with the most activity and the regions leading the way. We discuss Amazon's massive office lease in Midtown Manhattan, and the trends in Class Boffice space and leasing volume in NYC. We end with several office, mixed-use, and retail loans transferred to special servicing, along with a significant multifamily transaction from Cammeby’s. Tune in now.Episode Notes·       Economic Update (0:27)·       Jobless Claims & Labor Market (9:00)·       2025 CMBS Issuance & Origination Stats (17:03)·       Office Stories: Amazon, Manhattan Class B Office (22:49)·       Office Trading Alert: LA Office Loan (29:42)·       Mixed-Use Trading Alert: Midtown Manhattan Loan (34:09)·       Retail Trading Alert: D.C. Mall Loan (36:56)·       MultifamilyTransactions: Cammeby's Apartment Purchase (42:25)·       Programming Notes (46:08)·       Shoutouts (47:48) Please take our listener feedback survey: www.surveymonkey.com/r/BMPXLHG  Questions or comments? Contact us at [email protected]. Follow Trepp:X: www.x.com/TreppWireLinkedIn: www.linkedin.com/company/trepp

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

  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 from the Marine Corps to brokerage, while Timmy brings his background in acting and content creation to the table. We explore how their podcast has transformed their business, the power of educational content, and insights on market resilience, hyperlocal market trends, and the role of AI in CRE. We close with strategies for identifying opportunities, surprising market takeaways, and their outlook for what's ahead. Tune in now. Episode Notes:- Meet the Guests: Bo and Timmy Barron (00:18)- Bo Barron's Journey in Commercial Real Estate (03:51)- Timmy Barron's Acting Career and Podcasting (05:37)- Impact of Social Media and Content Creation (12:20)- Consistency and Resiliency in Commercial Real Estate (24:54)- Self Storage Market Dynamics (28:23)- Challenges and Opportunities in Growing Cities (36:47)- The Role of AI in Commercial Real Estate (49:12)Please take our listener feedback survey: www.surveymonkey.com/r/BMPXLHG  Questions or comments? Contact us at [email protected].  Follow Trepp: X: www.x.com/TreppWireLinkedIn: www.linkedin.com/company/trepp 

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

  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 financial markets, we dive into balance sheet loan spreads from Trepp’s weekly spread survey and examine Q1 2025 bank earnings. Turning to the property stories of the week, we share two trading alerts on mall loan defaults while also spotlighting an encouraging refinancing deal. We end the episode with several other CRE transactions, including several multifamily and mixed-use stories. Tune in now.Episode NotesEconomic Update: Inflation, Fed & Trade (2:09)Retail Sales Stronger than Expected (11:33)Balance Sheet Loan Spreads Data: Trepp-i (14:55)1Q25 Bank Earnings (20:18)Trading Alerts: Mall Loans (26:12)Houston Galleria Mall Refinanced (30:16)Mixed-Use: Times Square Plaza Appraisal Value Slashed (36:42)Multifamily: Apartment Transactions (37:56)Programming Notes (40:44)Shoutouts (44:19)Please take our listener feedback survey: www.surveymonkey.com/r/BMPXLHG  Questions or comments? Contact us at [email protected]. Follow Trepp:X: www.x.com/TreppWireLinkedIn: www.linkedin.com/company/trepp

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