最佳Trep播客 (2024)

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

19m 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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Natural Holistic Wellness Products Business with Doc Harmony of Healthy Energy Amazing Life 54:32

3d ago54:32

54:32

Doc Harmony, Founder of Healthy Energy Amazing Life (H.E.A.L) share insights on the demand and market for natural holistic wellness products and how different people find health and wellness with different healing modalities. Doc Harmony also shares her story of how she has grown her business over the last 30 years into B2C and B2B segments and les…

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

7d 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…

1
RADIJO: Pank Trepezarija #65 1:00:26

7d ago1:00:26

1:00:26

U novoj epizodi podcasta Pank Trepezarija, Minel Abaz Mima i Arnel Šarić pričaju o gnušanju ka lokalpatriotizmu, benefit koncertu za Palestinu, koncertu Machine i zašto će Tuzla uvijek biti kulturni centar broj 1 za alternativu u BiH. Sad smo na Twitteru: https://www.twitter.com/panktrepezarija Podrži nas na http://www.patreon.com/arnelsaric Pišite…

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

9d 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

14d 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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RADIJO: Pank Trepezarija #64 42:49

20d ago42:49

42:49

U novoj epizodi podcasta Pank Trepezarija, Minel Abaz Mima i Arnel Šarić pričaju o poplavama, zlostavljačima i državi koja svašta nešto dopušta. Pozovi 17039 ako voliš Trepezariju. Sad smo na Twitteru: https://www.twitter.com/panktrepezarija Podrži nas na http://www.patreon.com/arnelsaric Pišite nam na radijo@onajkojikuca.com Prijatelji Pank Trepez…

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

21d 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

21d 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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282. Commodity vs. Authority in CRE Brokerage: Motivation & Insights with The Massimo Group 35:33

24d ago35:33

35:33

In a special episode of The TreppWire Podcast, we partnered with The Massimo Group to step away from the data and break down the practice of exceptional CRE brokerage. Rod Santomassimo and Mike Gallegos share their advice and feedback for CRE participants looking to dominate in this industry, across various asset classes, market cycles, and geograp…

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281. Resiliency or is CRE Comfortable with the Uncomfortable? Strikes, Storms, & Delinquencies 54:47

28d ago54:47

54:47

This week, before 45,000 dockworkers at 36 American ports went on strike, Fed Chair Powell stated that the U.S. economy is in solid shape and the Fed intends to keep it that way... In this week's episode of The TreppWire Podcast, we break down the news of the week, including the port strike, Fed speak, and macro figures like jobs and PMI, and expla…

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Fun Cardboard Cat Toys and Playhouses – Dawn LaFontaine of Cat in the Box 41:00

30d ago41:00

41:00

Dawn LaFontaine, founder of Cat in the Box, shares her story of starting a Cat Wool Toys and Playhouses products business out of love for cats and also to be more in control of her working life. Dawn shares some of the challenges she faced in creating her products and also the successes in getting traction from the market and a community of cat lov…

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RADIJO: Pank Trepezarija #63 1:14:57

1M ago1:14:57

1:14:57

U novoj, povratničkoj epizodi podcasta Pank Trepezarija, Minel Abaz Mima i Arnel Šarić pričaju o putovanjima u Grčku i Francusku, diskutuju o tenku usred Sarajeva i prognoziraju pobjednike izbora. Sad smo na Twitteru: https://www.twitter.com/panktrepezarija Podrži nas na http://www.patreon.com/arnelsaric Pišite nam na radijo@onajkojikuca.com Prijat…

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280. CRE Industry Reacts to Rate Cut, Bullish Las Vegas Hotel Sector, & More Office Stories 49:07

1M ago49:07

49:07

In this week’s episode of The TreppWire Podcast, we navigate commercial real estate experts’ takes on the Fed’s decision to cut rates by 50 basis points. We also share Trepp’s top and bottom three Metropolitan Statistical Areas (MSAs) based on CRE performance. In a digging through the data segment, we discuss self-storage debt yields by origination…

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279. Want Perspective? Market Deep Dive with a Firm that Sees it All – Starwood Property Trust 45:29

1M ago45:29

45:29

In this special guest episode of The TreppWire Podcast, we are joined by Adam Behlman, Adrienne Coyle, and Natan Bresler of Starwood Property Trust (Starwood). The Starwood team walks us through the background of their firm and the launch of Starwood Solutions. We talk through CMBS market trends and insights on how this market compares to others th…

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278. Where Were You When the Fed Cut Interest Rates?, CMBS Trading Alerts, & More 50:53

1M ago50:53

50:53

In this week's episode of The TreppWire Podcast, we discuss the Fed’s announcement to cut interest rates by 50 basis points, our initial reactions, and how this could potentially impact the CRE market. But we are not out of the woods yet – we also break down several credit stories in the office, retail, and lodging sectors, including recent trading…

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277. Beyond the Cubicle: What Does the Office Data Really Show? LIVE at California MBA WSCREF 1:00:10

2M ago1:00:10

1:00:10

In a special live edition of The TreppWire Podcast recorded at the California MBA Western States CREF conference, the team is joined by Chad Carpenter, CEO & Chairman of Reven Office REIT to dig into the state of the office market. We go beyond the cubicle and talk all things distress rates, metro areas to watch, criticized loan data, office loan l…

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276. Commercial Property Insurance Insights with Skylar Romines 35:32

2M ago35:32

35:32

In this special guest episode of The TreppWire Podcast, we are joined by Skylar Romines, Founder and Owner of ATW Advisors, and self-proclaimed insurance nerd. Skylar walks us through her journey from being a commercial insurance broker to filling a critical gap in the market by starting her own company. We also discuss the state of the commercial …

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275. Weak JOLTS Report, Marginal Rent Growth, & More Loans Transferred to Special Servicing 37:21

2M ago37:21

37:21

In this week's episode of The TreppWire Podcast, we cover a weaker than expected JOLTS report, how major apartment-owning REITs saw marginal rent growth in Q2 2024, and other recent industry headlines. We also discuss two multifamily loans that were transferred to special servicing, as well as more office and superregional mall loan value reduction…

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274. Is the Rent too Damn High?, Multifamily Deep Dive, Data Center Data, & Delinquency Sneak Peek 51:59

2M ago51:59

51:59

In this week's episode of The TreppWire Podcast, we cover the recent focus on the cost of housing (is the rent too damn high?), providing a deep dive into the multifamily sector. We also share data center data (or da-ta?), and give a sneak peak of our latest CMBS Delinquency Report. We also discuss struggling mall and retail loans, an array of offi…

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273. Summer of Special Servicing, Trimont's Ascension, August Property Transfers, MSA Bulls & Bears 43:55

2M ago43:55

43:55

As we enter the sleepy dog days of summer, we have a lot to breakdown. In this week's episode of The TreppWire Podcast, we cover a streak of positive economic data in August, Trimont going from the 10th to the 1st U.S. Special Servicer, property downturn creating best opportunity in decades, and other impactful headlines from the week. In a special…

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Building a Heavy-Duty Dog Accessories Brand - Maria Lee Magaña of Bully Wags 52:08

2M ago52:08

52:08

Maria Lee Magaña, Founder of Bully Wags, shares the story of how she got inspiration for her dog leash and harness business from a challenge that she encountered while walking her own Bully. Maria shares her journey of developing and bringing the product to market, what has worked in terms of customer acquisition and her plans for being more breed-…

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272. From Wall Street to Y'all Street: Economic Shifts, Hotel Woes, & Office Loan Challenges 43:44

3M ago43:44

43:44

After a volatile week, we're settling back into a more typical cycle. In this week's episode of The TreppWire Podcast, we cover the recent domestic inflation, labor, and retail spending data, struggling hotels in San Francisco, and Texas’ growing financial hub. We also discuss a large SASB loan being transferred to special servicing, Vornado eyeing…

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271. Building Real Estate & Community with Sean Sweeney; Development, Design, and Education 31:25

3M ago31:25

31:25

In this special guest episode of The TreppWire Podcast, we are joined by Sean Sweeney, co-founder of Hall Sweeney Properties and The Bright Build. Sean takes us on his journey from aspiring actor to real estate developer, sharing how he leveraged his initial success in Minneapolis to build a thriving career. We also hear about the work Sean is doin…

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Building a Lavender Based Personal Grooming Brand - Jocelyn Sheppard of Appalachian Botanicals 1:03:50

3M ago1:03:50

1:03:50

Jocelyn Sheppard, founder of Appalachian Botanical shares the story of how she is utilizing reclaimed coal mining land in West Virginia to grow Lavender and build a natural personal grooming brand while creating jobs for marginalized people in the local community. Jocelyn shares her lessons in scaling business through B2B channels, importance of br…

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270. The Carry Trade Selloff, Regional vs. Superregional Mall Distress, & Appraisal Reduction Trends 51:39

3M ago51:39

51:39

After U.S. stocks had their biggest drop since 2022 and the Treasury Yield Curve un-inverted, there is a lot to digest in economic data. In this week's episode of The TreppWire Podcast, we discuss the continued uncertainty and what it could mean for issuance and lending standards. We also compare regional and superregional mall distress, breakdown …

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Building a Kindle Accessories Brand - Louise Rice of Strapsicle 49:00

3M ago49:00

49:00

Louise Rice, founder of Strapsicle, shares her story of creating a Kindle Strap while on her maternity leave to enable easy reading experience and to prevent the device from accidently falling. Louise shares her lessons in gaining traction early on, success with selling in the US on Amazon, her efforts to scale the business globally, as well as a s…

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269. Fed Holds Steady, Indices Predict Pricing Bottom, Insurance Costs, & Office Delinquencies Rise 47:31

3M ago47:31

47:31

In this week's episode of The TreppWire Podcast, we discuss the Fed's decision to hold rates steady and what the future of interest rate decisions will mean for CRE performance. We also break down if it is too soon to call a bottom for the market. We share more data about insurance costs, the latest CMBS delinquency figures, and stories for retail,…

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268. Bank CRE Portfolio Deep Dive, SASB Analysis, Special Servicer Transfers & Appraisal Reductions 52:14

3M ago52:14

52:14

In this week's episode of The TreppWire Podcast, we break down the news of Blackstone's dividend cut and discuss stronger-than-expected GDP. In a few deep dive segments, we look at SASB bonds backed by delinquent office loans, share a true analysis of bank office exposure, and provide the latest multifamily origination trends. We close with stories…

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Disrupting the Pet Products Industry - Adam Baker of SodaPup 1:03:59

3M ago1:03:59

1:03:59

Adam Baker of SodaPup shares his experiences in applying business principles learned from successful career in the footwear and apparel industry (Nike, Crocs etc.) to the pet industry. Adam shares his lessons in growing the business through strategic partnerships and contracts to pay for expensive moulds for his products as well as getting distribu…

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267. Regional Fed Beige Book Update, CMBS Trading Alerts, Rent Control Rundown 51:06

4M ago51:06

51:06

Amid national political turbulence and big proposals for commercial real estate regulation, we wanted to dig into the implications of the latest data and major trends on CRE markets. In this episode, we discuss the American consumer and findings from the Fed Beige Book, large stories across the property types from recent CMBS data, "the largest CRE…

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RADIJO: Pank Trepezarija #62 37:10

4M ago37:10

37:10

U novoj epizodi podcasta Pank Trepezarija, Minel Abaz Mima i Arnel Šarić pričaju o koncertima Bad Religiona i Suicidal Tendenciesa u Beču. Sad smo na Twitteru: https://www.twitter.com/panktrepezarija Podrži nas na http://www.patreon.com/arnelsaric Pišite nam na radijo@onajkojikuca.com Prijatelji Pank Trepezarije: PiBrewery Shop Print Mania Slušaj g…

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266. Temperature Check: Stress Tests, CPI, New Originations, & Dry Powder Update 48:13

4M ago48:13

48:13

In this week's episode, we give a temperature check on the CRE market, as we cover bank stress testing, buying opportunities from dry powder, the latest CPI data, and new originations. We also share some big office lease stories, a bank earnings preview, an update on short-term rentals, multifamily and office loan-to-value data, and mall loan stori…

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Disrupting the Nanny Agency Business - Kristy Bickmeyer of Twinkle Toes Nanny Agency 44:52

4M ago44:52

44:52

Kristy Bickmeyer of Twinkle Toes Nanny Agency, shares how her entrepreneurial mindset enabled her to start a Nanny Agency and disrupt the traditional contracting and payment model. Kristy has been able to scale her business with a franchise model and is utilizing a custom software solution to streamline the booking and payment process.…

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265. Will July Bring Fireworks to CRE? Building Permits, Fund Redemptions, Regional Bank Fundraise 51:17

4M ago51:17

51:17

In this episode, we break down recent data and debate what the economic trends will do to commercial real estate... will it bring fireworks? We walk through the latest building permit data, discuss insurance costs and the impact on CRE, provide a deep dive into fund redemptions, and share the news of a regional bank fundraise. We also walk through …

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264. Firms Commit to Deploy Dry Powder, Banks Begin to Sell NPLs, Delinquency & SASB Update 49:31

4M ago49:31

49:31

In this week's episode of The TreppWire Podcast, we break down the resurgence of major commercial real estate players and their capital allocation strategies. We provide the latest data on bank CRE loan and CMBS delinquencies, explore trends in the office SASB market, and share insights on office sales, including properties listed on auction sites.…

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263. Consumer Spending Dip, Sunbelt Multifamily, Ground Lease Valuation, & Industrial Sales 59:14

4M ago59:14

59:14

In this week's episode, we check in on consumer spending trends, share a deep dive into Sunbelt multifamily data, and update our listeners on life insurance commercial mortgage returns. We also examine a ground lease office value reduction, and several transactions in industrial. Tune in now.This episode is sponsored by Marketplace: https://rimarke…

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RADIJO: Pank Trepezarija #61 46:42

4M ago46:42

46:42

U novoj epizodi podcasta Pank Trepezarija, Minel Abaz Mima i Arnel Šarić pričaju o nadolazećoj Povorci ponosa, F1 bolidu i lokalnim političkim bolidima. Sad smo na Twitteru: https://www.twitter.com/panktrepezarija Podrži nas na http://www.patreon.com/arnelsaric Pišite nam na radijo@onajkojikuca.com Prijatelji Pank Trepezarije: PiBrewery Shop Print …

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262. Gritty Optimism in CRE, Need for Price Discovery, & Mixed Multifamily Narratives 51:12

5M ago51:12

51:12

In this week's episode of The TreppWire Podcast, the team unpacks the gritty optimism surrounding CRE that dominated discussions at CREFC. We also discuss the latest inflation reading and the narrative after the Fed opted to hold interest rates steady. In office, more loans head to special servicing, but it wasn't all bad news for the sector. We al…

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261. Will Fed Follow Canadian & European Rate Cuts? Foreclosures 101, Modification Insights 52:31

5M ago52:31

52:31

This week, some of the biggest headlines came from overseas. In this episode of The TreppWire Podcast, we discuss if any moves by Canada and Europe will change anything for the Fed. We also put our professor hats on to provide some insight into delinquencies, foreclosures, modifications, and more. Stick around as we break down the stories we're tra…

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RADIJO: Pank Trepezarija #60 1:21:01

5M ago1:21:01

1:21:01

U 60. epizodi podcasta Pank Trepezarija, Minel Abaz Mima i Arnel Šarić donose hejbet eksplozivnih tema - sudimo meč između Seve i Karleuše, objašnjavamo zašto (ne) bi blokirali građane na društvenim mrežama kao političari, te otkrivamo ekskluzivno šta se desilo prilikom susreta Arsena Dedića i Sharana. Sad smo na Twitteru: https://www.twitter.com/p…

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260. Stick to the Economic Data or Trust Your Gut?; Analyzing Loan Modification Trends 56:39

5M ago56:39

56:39

In this week's episode of The TreppWire Podcast, we tackle a mixed bag of data as Treasury Yields rise. As we approach new theses week over week, do you stick to the data or trust your gut? We also unpack our latest loan modification trends report, dive into the upcoming volume of office loan maturities, and explore recent transaction and CMBS stor…

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259. Surveys, Sales, Sublease, & Data Center Digest 50:36

5M ago50:36

50:36

In this week's episode, we break down surveys (a recent poll that revealed 55% of respondents believe the US economy is shrinking), sales transactions in the multifamily and industrial spaces, and an office sublease story. We also provide a data center digest, sharing some data points to note. We hope our listeners have a great long Memorial Day we…

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Building a Wholesale Fashion and Lifestyle Brand - Young and Josh Kim of Ellison + Young 1:00:56

5M ago1:00:56

1:00:56

Young and Josh Kim of Ellison + Young share the story of successfully transitioning from running a 10 store retail fashion and jewellery chain to an online wholesale Fashion and Lifestyle brand after COVID pandemic closures. They share how they have applied the lessons from their retail experience to create a strong supply chain, utilize multiple s…

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RADIJO: Pank Trepezarija #59 48:10

6M ago48:10

48:10

U novoj epizodi podcasta Pank Trepezarija, Minel Abaz Mima i Arnel Šarić pričaju o eurovizijskom antisemitizmu, promociji knjige Gorana Pećanca i potencijalnoj zloupotrebi djela repera Frenkieja od strane moderne bošnjačke desnice. Sad smo na Twitteru: https://www.twitter.com/panktrepezarija Podrži nas na http://www.patreon.com/arnelsaric Pišite na…

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258. Unpacking the Data – Hot PPI, Cool CPI; NYC Rent Stabilization; Office Special Servicing 57:15

6M ago57:15

57:15

In this week's episode, we unpack the market movers: a hot Producer Price Index (PPI) and a Consumer Price Index (CPI) that came in cooler than expected. We also dive into the latest REIT earnings and the ongoing debate surrounding NYC rent stabilization. Plus, the team break down two major office loans that transferred to special servicing, along …

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RADIJO: Pank Trepezarija #58 45:19

6M ago45:19

45:19

U novoj epizodi podcasta Pank Trepezarija, Minel Abaz Mima i Arnel Šarić najavljuju događaje, pričaju o Rezoluciji i eskalaciji nasilja nad studentima koji zagovaraju prestanak genocida u Palestini. Sad smo na Twitteru: https://www.twitter.com/panktrepezarija Podrži nas na http://www.patreon.com/arnelsaric Pišite nam na radijo@onajkojikuca.com Prij…

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257. Unemployment Uptick, SLOOS Commentary, Met Gala Grumblings 45:58

6M ago45:58

45:58

In this week's episode of The TreppWire Podcast, we analyze the latest Senior Loan Officer Opinion Survey (SLOOS) as banks clamp down on CRE lending across the board. We dissect the latest jobs report and its impact on the market as well as the latest stories across property types. The team also shares their takes on the Met Gala's fashion hits and…

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255. Fed Holds Rate, Fast Food Earnings, Mixed-Use Overview, Delinquency Rundown 52:40

6M ago52:40

52:40

In this week's episode, we break down if anything will really change for the commercial real estate markets following the Fed’s rate decision. We also dive into retail earnings, and specifically discuss some of the latest news for fast food chains. We share our latest CMBS delinquency rates and discuss what a negative headline means in the very dyn…

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256. Justin Pugh's Playbook: From the NFL to CRE Success & Mentorship 25:17

6M ago25:17

25:17

In this special guest episode of The TreppWire Podcast, we are joined by NFL offensive lineman for the New York Giants and savvy real estate investor, Justin Pugh. Justin talks us through his journey in the NFL and offers insights into the reality of professional football. He also dives deep into his transition into the real estate space with a tou…

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