The TreppWire Podcast: A Commercial Real Estate Show

• 317. From the Top: CEO Annemarie DiCola on Trepp's Evolution from CMBS Pioneer to CRE Data Leader

  In this special guest episode of The TreppWire Podcast, we celebrate our five-year podcast anniversary and Women's History Month by welcoming Annemarie DiCola, CEO of Trepp, to the show. With nearly 35 years at the company, Annemarie shares her remarkable journey from commercial real estate attorney to leading Trepp through multiple market cycles. She discusses Trepp's role in standardizing the CMBS market, supporting financial institutions during the Great Financial Crisis, and providing critical insights during today's market uncertainty. Annemarie offers valuable perspectives on current CRE trends, including office sector recovery signals, upcoming CMBS maturities, and delinquency patterns across property types. She also shares powerful leadership lessons and career advice for professionals at all stages. Throughout the conversation, Annemarie emphasizes Trepp's enduring mission of illuminating risk while embracing innovation and change. Tune in now.Episode Notes:Annemarie's Career Journey (01:57)Building Trepp's Success & Reputation as the Gold Standard (06:59)Trepp's Role in CMBS Market Standardization (12:31)Evolution from TreppLoan to TreppCRE (16:33)Trepp's Market Support Through Research & Education (17:57)Current Market Insights: Maturities & Delinquencies (20:48)Office Sector Recovery Signals (25:27)Career Advice for Professionals in Challenging Markets (27:33)Looking Ahead: Exciting Opportunities for Trepp & CRE (29:06)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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• 316. March CRE Madness: Transitory Bounce, Retail Rebound, FOMC Meeting & Trading Alerts

  In this week's episode of The TreppWire Podcast, we dive into the key takeaways from the recent FOMC meeting, discussing the Fed's decision to hold interest rates steady and Powell's revival of the term “transitory,” along with the prevalent wait-and-see narrative. We explore the potential commercial real estate (CRE) impacts of a continued economic slowdown, especially on the retail and lodging sectors, despite February's uptick in retail sales. On the housing front, we examine challenges in the residential market, Florida's consideration of property tax removal, and the hurdles unsellable condos are facing. Moving to commercial property stories, we cover two retail properties with significant value reductions and two noteworthy office trading alerts. Lastly, we celebrate five years of The TreppWire Podcast by reflecting on data from March 2020 and comparing it to the present day. Tune in now.This episode is sponsored by ⁠BetterPitch⁠.Episode Notes- Economic Update: FOMC Meeting & CRE Implications (0:27)- CMBS & CRE CLO Issuance Numbers (11:51)- Housing: Florida Possibly Removing Property Taxes (15:46)- Retail Trading Alerts: Values Slashed (23:07)- Wayfair Opening 150K SF Store in Atlanta (31:42)- Office Market Trading Alerts: NY & DC (33:14)- Five Years of The TreppWire Podcast (41:16)- Programming Notes (51:06)- Shoutouts (52:28) 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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• 315. The Business of Talent & Leadership in CRE: A Conversation with Bill Ferguson

  In this special guest episode of The TreppWire Podcast, we are joined by Bill Ferguson, Co-Chairman and CEO of Ferguson Partners, a global talent management firm founded 35 years ago that specializes in the real assets, hospitality and leisure sectors. Bill shares the highlights of his distinguished career in executive search and leadership consulting, discusses the evolution of the industry, and how his firm navigated various market downturns. The conversation covers the importance of following capitalin tough times, the impact of global economic uncertainties, and the role of strong leadership in achieving business success. Bill also touches on his philanthropic efforts at NYU and University of Virginia, mentorship roles, and his latest book that aims to inspire the next generation of diverse real estate leaders. Tune in now. Episode Notes:- Bill Ferguson's Career Journey (00:59)- Navigating Market Downturns (03:46)- Challenges and Opportunities in Recent Years (06:37)- Evolving Talent and Leadership Needs (14:22)- Advice for Aspiring Real Estate Professionals (17:47)- Mentorship and Giving Back (19:37)- Bill Ferguson's Latest Book (21:32)- CEO Succession Planning (29:53) Please take our listener feedbacksurvey: 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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• 314. The Ides of March: Retail Concerns, CMBS Issuance Update, Housing Trends & Special Servicing Moves

  In this week's episode of The TreppWire Podcast, we analyze the economic data from the week, new CMBS issuance numbers, and housing trends to see if the Ides of March are proven to be turbulent again. We explore the slowdown in consumer spending across all income levels and unpack the latest CMBS issuance numbers. On the housing side, we break down insights from Trepp’s Chief Economist on understanding preferences between renting vs. buying. We discuss signs of life in the NYC office market, highlighted by Amazon’s Midtown Manhattan lease and Blackstone's commitment to investing. We close with several loans that have been transferred to special servicing, as well as retail and multifamily transactions and acquisitions. Tune in now.Episode Notes- Economic Update: Consumer Spending (1:00)- CMBS Issuance Numbers (6:30)- Understanding Housing Preferences (13:18)- NYC Office Market Showing Signs of Life: Amazon & Blackstone (17:42)- Big Office Stories: Onward Investors & Hammes Partners Transactions (23:09)- Retail Green Shoot & Several Loans Transferred to Special Servicing (25:54)- Trepp February 2025 Special Servicing Rates (28:48)- Multifamily: Investment Activity (29:39)- Mixed-Use SASB Loan Transferred to Special Servicer (32:07)- Programming Notes (35:52)- Shoutouts (37:36)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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• 313. Tariffs, Terminations, and...Trepidation? DOGE Plays Hide & Seek, Monthly Delinquency, & Anticipatory Value Deep Dive

  In this week's episode of The TreppWire Podcast, we discussthe recent economic headlines we’ve seen week after week – including inflation, tariffs and immigration – to continue to bring you fresh perspectives on why matter for the commercial real estate (CRE) markets. We discuss the GSA office property data behind the properties they want might want to sell, analyze the impact of the trade wars on the industrial market, and do a deep dive into the concept of anticipatory value. We share our latest CMBS Delinquency numbers before turning to notable credit stories from the week, including crabgrass and green shoot office stories, as well as retail and mixed-used property stories. Tune in now.This episode is sponsored by ⁠BetterPitch.⁠ Episode Notes- Economic Update: Inflation, Tariffs, ADP Job Report, Beige Book (0:27)- GSA Office Property Data (9:59)- Impact of Trade War on Industrial (15:34) - Anticipatory Value 101 Segment (18:55)- Trepp February Delinquency Report (23:33)- Office Stories: Crabgrass & Green shoots (29:08)- Retail Stories: Target, Staples, Natick Mall Loan (35:19)- Mixed-Use Property Loan Extension (40:35)- Programming Notes (41:58)- Shoutouts (45:00) 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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