The TreppWire Podcast: A Commercial Real Estate Show

• 361. NYC's Rent Regulation Debate, AI Innovation for CRE, Inside the Loans Driving Distress & Notable Transactions

  In this week’s episode of The TreppWire Podcast, we discuss the ongoing government shutdown and its implications, along with the Federal Reserve’s cautious stance and how it is affecting the markets. We also explore the potential impact of New York City’s new mayor on real estate trends and housing affordability. We cover the recent partnership between OpenAI and Amazon, which represents a notable shift away from Microsoft. We also highlight Trepp’s latest AI-powered tools designed to support the commercial real estate finance industry. In a deep dive into October CMBS delinquency data, we go behind the scenes of distress metrics and walk our listeners through the specific loans that drove distress higher or improved the rate in October. To close out the episode, we share notable apartment transactions and compare two industrial property sales, focusing on how location influences price per square foot. Tune in now.   Episode notes:  Economic Update: Govt Shutdown & NYC Mayor (1:40) OpenAI & Amazon Deal and AI at Trepp (15:07) CMBS Delinquency Rate & Cured Loans Analysis (29:43) Notable Apartment Transactions (37:57) Lease Concessions & Market Trends (39:51) Industrial Transactions (45:51) Programming Notes (48:55) Shoutouts (52:52) Questions or comments? Contact us at [email protected].      Follow Trepp:   X: www.x.com/TreppWire  LinkedIn: www.linkedin.com/company/trepp   

  --------  

  56:34

  --------

  56:34
• 360. Fed Easing into the Unknown, Bank Mergers, $4.8T CRE Debt Universe, and Headline Highlights in Multifamily and Office

  In this week’s episode of The TreppWire Podcast, we break down the Fed’s 25-basis-point rate cut and the continued banking consolidation trend, including Huntington’s acquisition of Cadence Bank. We discuss Amazon’s 14,000 layoffs amid its AI push and how that shift impacts office demand and data centers. We also review Trepp’s new report on the $4.8 trillion CRE debt universe, which details who holds the debt and when it comes due. We cover the October CMBS delinquency rate increase to 7.4% and highlight a Texas multifamily loan default. We wrap up with multifamily sales in Florida and Georgia and two office trading alerts. Tune in now.Episode notes: Economic Update: Fed Cuts Rates & Continued Government Shutdown (1:42)Bank Consolidations: Huntington’s Acquisition of Cadence Bank (23:24)$4.8T CRE Debt Universe Report: Trepp (25:47)CMBS Delinquency Rate October 2025: Office Hit Another All-Time High (32:55)Two-Year-Old Texas Apartment Loan Transferred to Special Servicing (35:45)Multifamily Transactions in Palm Beach & Atlanta (41:29)Office Trading Alerts in Silicon Valley & Seattle (48:49)Programming Notes (51:20)Shoutouts (53:45)Questions or comments? Contact us at [email protected]. Follow Trepp: X: www.x.com/TreppWire LinkedIn: www.linkedin.com/company/trepp

  --------  

  59:46

  --------

  59:46
• 359. CRE Playbook: Navigating the Shutdown, AWS Outage & AI Shifts, and Bad Bank Loans?

  The government is still shut down and the markets are awaiting a delayed inflation report. While this doesn’t sound like new news, in this week’s episode of The TreppWire Podcast, we give it all a real estate spin – what do the happenings in the macro landscape really mean in the context for the commercial real estate (CRE) market. We dive into the Amazon Web Services (AWS) outage and its implications for infrastructure risk, followed by a breakdown of major developments in AI, including OpenAI’s launch of its new browser and growing concerns about AI replacing white-collar jobs. In banking news, we break down Zion’s $1 billion drop in valuation in a single day and discuss what has changed since. We close with some deals and loan performance changes at properties across the country. Tune in now.  Episode notes: • Economic Update: CRE Playbook (0:29)• AWS Outage & AI Shifts (12:36)• Zions Bancorporation: Bad Loans? (27:19)• $126.5M Dallas Office Building Purchase (38:28)• Value of New Hampshire Mall Slashed (44:24)• Chicago Apartment Property Sold for $54M (45:51)• Programming Notes (50:16)• Shoutouts (52:06)Questions or comments? Contact us at [email protected]. Follow Trepp: X: www.x.com/TreppWire LinkedIn: www.linkedin.com/company/trepp

  --------  

  55:15

  --------

  55:15
• 358. Beige Book Insights, CMBS Lending Leaders, Data Center Risks, Walmart’s AI Move & NYC’s Office Comeback

  In this week’s episode of The TreppWire Podcast, we unpack the ripple effects of the government shutdown and discuss how the Beige Book has gained importance amid the economic data drought. We highlight Trepp’s projection of over $123 billion in private-label CMBS issuance for 2025 and preview our September CMBS Special Servicing report, where the rate climbed to 10.65%—the highest since May 2013. We break down Q3 earnings from major banks and do a “Digging Through the Data” segment on the top CRE lenders of 2025. We also explore national security concerns tied to concentrated data center cluster and examine Walmart’s integration with ChatGPT, a move that could reshape how consumers interact with AI. In our CRE roundup, we spotlight NYC’s leasing boom - now at a 19-year high - and discuss SL Green’s acquisition of Park Avenue Tower. Tune in now.  Episode notes: Economic Update: Government Shutdown & Beige Book (0:42)CMBS Issuance: Trepp Projecting $123B (15:13)Most Active CRE Lenders of 2025 (17:44)September Special Servicing Report (21:15)Data Center Clusters & Security (22:55)Walmart ChatGPT Integration (28:47)CBRE NYC Leasing Report (38:08)SL Green Purchasing Park Avenue Tower (40:49)Programming Notes (42:58)Shoutouts (44:25) Questions or comments? Contact us at [email protected].  Follow Trepp:  X: www.x.com/TreppWire LinkedIn: www.linkedin.com/company/trepp

  --------  

  49:13

  --------

  49:13
• 357. Shutdown? Maybe in DC… CMBS Issuance Surges, Bank Consolidation, Office Recapitalization

  In this week’s episode of The TreppWire Podcast, we break down the U.S. government still being shut down and what it means for economic data releases being paused the longer it drags on. We unpack the September Fed meeting minutes, which revealed a split among policymakers following last month’s 25-basis-point rate cut. We dive into Q3 CMBS issuance trends and explore how the current pace could make 2025 the most active year for issuance since 2007, when $230.5 billion was issued. In banking news, we spotlight Fifth Third’s acquisition of Comerica, a deal that would create the ninth-largest U.S. bank and potentially reshape the regional lending landscape. In the commercial property segment, we highlight RXR’s $1.45 billion Midtown recapitalization, a major office-to-residential conversion near Penn Station, Crescent Real Estate’s purchase of a Dallas office building, and more. Tune in now.Episode notes: • Economic Update: Government Still Shutdown (1:37)• Implications for CRE (10:28)• FOMC Meeting Minutes & Economic Data (12:56)• Q3 CMBS Issuance & Projections (16:49)• Fifth Third to buy Comerica (24:01)• RXR $1.4B Midtown Recapitalization (31:36)• Office-to-Resi Conversion Near Penn Station (36:50)• Crescent Real Estate Buys Dallas' 2000 McKinney Office (39:26)• Programming Notes (41:53)• Shoutouts (43:21)Questions or comments? Contact us at [email protected]. Follow Trepp: X: www.x.com/TreppWire LinkedIn: www.linkedin.com/company/trepp

  --------  

  46:38

  --------

  46:38

More Business podcasts

Trending Business podcasts

About The TreppWire Podcast: A Commercial Real Estate Show

The TreppWire Podcast: A Commercial Real Estate Show: Podcasts in Family