292. Carving up the Market: Consumer Confidence, Retail Performance Rundown, Bifurcated Office Stories, & Industrial Sales

The TreppWire Podcast: A Commercial Real Estate Show

#Business #TreppWire #Trepp LLC

33:58

In this episode, we delve into the concept of being "qualified" in the workplace, examining who gets labeled as such, who doesn't, and the underlying reasons. We explore "competency checking"—the practice of scrutinizing individuals' abilities—and how it disproportionately affects underrepresented groups, often going unnoticed or unchallenged. Our discussion aims to redefine qualifications in a fair, equitable, and actionable manner. Our guest, Shari Dunn , is an accomplished journalist, former attorney, news anchor, CEO, university professor, and sought-after speaker. She has been recognized as Executive of the Year and a Woman of Influence, with her work appearing in Fortune Magazine, The Wall Street Journal, Ad Age, and more. Her new book, Qualified: How Competency Checking and Race Collide at Work , unpacks what it truly means to be deserving and capable—and why systemic barriers, not personal deficits, are often the real problem. Her insights challenge the narratives that hold so many of us back and offer practical solutions for building a more equitable future. Together, we can build workplaces and communities that don’t just reflect the world we live in, but the one we want to create. A world where being qualified is about recognizing the talent and potential that’s been overlooked for far too long. It’s not just about getting a seat at the table—it’s about building an entirely new table, one designed with space for all of us. Connect with Our Guest Shari Dunn Website& Book - Qualified: https://thesharidunn.com LI: https://www.linkedin.com/today/author/sharidunn TikTok: https://www.tiktok.com/@thesharidunn Related Podcast Episodes: How To Build Emotionally Mature Leaders with Dr. Christie Smith | 272 Holding It Together: Women As America's Safety Net with Jessica Calarco | 215 How To Defy Expectations with Dr. Sunita Sah | 271 Share the Love: If you found this episode insightful, please share it with a friend, tag us on social media, and leave a review on your favorite podcast platform! 🔗 Subscribe & Review: Apple Podcasts | Spotify | Amazon Music…

há cerca de um ano 54:48

M4A•Home de episódios

In this week's episode of The TreppWire Podcast, we break down the latest consumer confidence and retail earnings data to understand “the tale of two consumers.” We talk Walmart vs. Target, more tariff talks, and examine the ‘largest’ stories all coming from Blackstone. We also break down several large retail loan changes, discuss the bifurcation seen across office headlines, and share transactions in multifamily and industrial. Happy Thanksgiving to all our listeners! Tune in now. 

Episode Notes 

Economic Update (0:23)

Consumer Confidence and The Tale of Two Consumers (1:38)

Home sales and home prices (4:35)

Target vs. Walmart Earnings and Store Performance (8:24)

Tariffs and Impact on Retail (13:40)

Retail stories: Blackstone Soho Purchase (17:05)

Rimrock Mall Loan Resolved with a Loss (19:05)

Riverside Park Mall Loan to Special Servicing (23:11)

Retail Transactions (26:23)

Office News: Tishman Speyer Closing $3B CMBS Refi (30:36)

SL Green Buying Park Avenue Office Condo for $130M (34:17)

$400M Bank of America Plaza Loan Value Slashed by Nearly 70% (37:17)

1515 Broadway Loan Gets Three-Year Term Extension (42:09)

Transactions: Multifamily and Industrial (45:45)

Programming Notes (49:06)

Shoutouts (50:23)

Please take our listener feedback survey: www.surveymonkey.com/r/BMPXLHG 
 

Questions or comments? Contact us at podcast@trepp.com. 
 

Follow Trepp: 

X: www.x.com/TreppWire 

LinkedIn: www.linkedin.com/company/trepp 

316 episódios

292. Carving up the Market: Consumer Confidence, Retail Performance Rundown, Bifurcated Office Stories, & Industrial Sales

The TreppWire Podcast: A Commercial Real Estate Show

22 subscribers

published há cerca de um ano

M4A•Home de episódios

Episode Notes 

Economic Update (0:23)

Consumer Confidence and The Tale of Two Consumers (1:38)

Home sales and home prices (4:35)

Target vs. Walmart Earnings and Store Performance (8:24)

Tariffs and Impact on Retail (13:40)

Retail stories: Blackstone Soho Purchase (17:05)

Rimrock Mall Loan Resolved with a Loss (19:05)

Riverside Park Mall Loan to Special Servicing (23:11)

Retail Transactions (26:23)

Office News: Tishman Speyer Closing $3B CMBS Refi (30:36)

SL Green Buying Park Avenue Office Condo for $130M (34:17)

$400M Bank of America Plaza Loan Value Slashed by Nearly 70% (37:17)

1515 Broadway Loan Gets Three-Year Term Extension (42:09)

Transactions: Multifamily and Industrial (45:45)

Programming Notes (49:06)

Shoutouts (50:23)

Please take our listener feedback survey: www.surveymonkey.com/r/BMPXLHG 
 

Questions or comments? Contact us at podcast@trepp.com. 
 

Follow Trepp: 

X: www.x.com/TreppWire 

LinkedIn: www.linkedin.com/company/trepp 

316 episódios

#Business #TreppWire #Trepp LLC

Todos os episódios

1
314. The Ides of March: Retail Concerns, CMBS Issuance Update, Housing Trends & Special Servicing Moves 41:44

há 9 hours41:44

41:44

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 podcast@trepp.com. Follow Trepp: X: www.x.com/TreppWire LinkedIn: www.linkedin.com/company/trepp…

1
313. Tariffs, Terminations, and...Trepidation? DOGE Plays Hide & Seek, Monthly Delinquency, & Anticipatory Value Deep Dive 49:25

há 7 dias49:25

49:25

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 podcast@trepp.com . Follow Trepp: X: www.x.com/TreppWire LinkedIn: www.linkedin.com/company/trepp…

1
312. Behind the Acquisition: Trimont’s Big Move in Commercial Mortgage Servicing with Bill Sexton, CEO 31:20

há 10 dias31:20

31:20

In a special guest episode of The TreppWire Podcast , we welcome Bill Sexton, CEO of Trimont, to discuss Trimont's landmark acquisition of Wells Fargo’s non-agency third-party commercial mortgage servicing business. This deal makes Trimont the largest loan servicer in the U.S., managing approximately 11% of all U.S. commercial real estate (CRE) debt. Bill provides insights into why this acquisition was a strategic move, how it reshapes the competitive landscape, and what it means for bondholders, investors, and the broader CRE market. He also shares perspectives on the evolving role of AI, data aggregation, and technology in loan servicing, as well as the challenges and opportunities in today’s CRE finance environment. Visit https://trimont.com/ today to learn more. Tune in now. Episode Notes: Bill Sexton Background (0:23) Trimont’s Acquisition of Wells Fargo’s Servicing Business (1:16) Impact of the Acquisition on CRE Market (4:27) Technology & AI in Loan Servicing (6:26) Future Strategy, Growth, & Organizational Changes (9:46) Careers in Loan Servicing & Global Opportunities (15:48) Lessons from the Acquisition (23:45) Market Outlook (27:56) Please take our listener feedback survey: www.surveymonkey.com/r/BMPXLHG Questions or comments? Contact us at podcast@trepp.com . Follow Trepp: X: www.x.com/TreppWire LinkedIn: https://www.linkedin.com/company/trepp/…

1
311. Mixed Signals & More Turbulence: Consumer Confidence Drops, Opportunistic CRE Deals, Data Center Signs, Valuation Trading Alerts 48:37

há 14 dias48:37

48:37

In this week's episode of The TreppWire Podcast, we analyze recent economic indicators showing mixed signals, including declining consumer confidence at an 8-month low and the Fed's expected rate path through 2025. We examine the impact of new tariffs on market volatility and discuss recent high-profile CRE deals, including Apollo's acquisition of Bridge Investment Group. We break down notable appraisal value reductions across office, mixed-use, and retail sectors, the latest Mall of America appraisal showing a 14% reduction. We also review Microsoft's pullback from datacenter leasing amid their quantum computing breakthrough and analyze a flurry of industrial sector activity across the U.S. Tune in now. This episode is sponsored by ⁠ BetterPitch Episode Notes - Economic Update - Consumer Confidence & Market Uncertainty (0:29) - Mixed-Use Atlanta Value Reduction (23:41) - Retail Value Reductions in Denver and Bloomington, MN, and a $30M transaction in Braintree, MA (29:06) - Office: $49M financing for a midtown Manhattan office and a $38M transaction in Irvine, CA (35:06) - Industrial: acquisitions in Uxbridge, MA, Sumner, WA, Las Vegas, Nashua, NH, and Weston, FL (37:55) - Programming Notes (43:52) - Shoutouts (45:19) Please take our listener feedback survey: www.surveymonkey.com/r/BMPXLHG Questions or comments? Contact us at podcast@trepp.com . Follow Trepp: X: www.x.com/TreppWire LinkedIn: www.linkedin.com/company/trepp…

1
310. Bullish on CRE? "America's Commercial Real Estate Show" Host Michael Bull Tells All 28:13

há 16 dias28:13

28:13

In this special guest episode of The TreppWire Podcast, we are joined by Michael Bull, founder and CEO of Bull Realty, and host of America’s Commercial Real Estate Show . With over 35 years in commercial real estate and more than $8 billion in transactions, Michael shares insights from his journey from leasing apartments while in college to running a successful brokerage licensed in 8 states. We discuss how integrity and quality service have been the cornerstones of his business through multiple market cycles, and how creative problem-solving helps close complex deals. Michael offers his perspective on the current office market, predicting it may be "the buy of the decade" despite current challenges. We also explore his experience hosting America's Commercial Real Estate Show for over 14 years, and how it has sharpened his industry expertise. Tune in now. Episode Notes : - Michael's Journey into Commercial Real Estate (01:24) - Building a Brokerage on Integrity (3:30) - Navigating Market Downturns (6:29) - The Future of the Office Market (13:35) - Hosting America's Commercial Real Estate Show (20:27) - Life Outside of Real Estate (24:47) Please take our listener feedback survey: www.surveymonkey.com/r/BMPXLHG Questions or comments? Contact us at podcast@trepp.com . Follow Trepp: X: www.x.com/TreppWire LinkedIn: www.linkedin.com/company/trepp…

1
309. The CRE Check-Up: Fed's Vital Signs, CMBS Issuance Pulse, Walmart's Flu Warning, & DOGE's Office Surgery 51:26

há 21 dias51:26

51:26

In this week’s episode of The TreppWire Podcast, we examine the Fed's latest signals on interest rates, covering the evolving inflation landscape and newly proposed bank capital requirements that could reshape CRE lending. We review Walmart's lower-than-expected 2026 fiscal guidance and potential impacts of tariffs on retail spending. We explore DOGE's aggressive push on government lease terminations and analyze GSA data showing over 2.3 million square feet of terminated space. We dive into several notable special servicing transfers for office and lodging and an office value reduction. We also discuss CMBS maturities and issuance in 2025 and recent retail store closures. Tune in now. Episode Notes - Economic Update (1:25) - Walmart Earnings & Retail Outlook (3:59) - GSA Lease Developments & DOGE’s Aggressive Push (7:59) - Trepp Connect (in NYC) Conference (16:30) - CMBS Maturities & Issuance in 2025 Report (20:04) - Office Trading Alerts: Chicago & Philadelphia Loans Transferred to Special Servicing, & Another Chicago Loan Reappraisal (30:59) - Lodging Trading Alert: Midtown Manhattan Loan Transferred to Special Servicing (39:48) - Retail Updates & Forever 21 Store Closures (41:37) - Programming Notes (44:45) -Shoutouts (46:16) Please take our listener feedback survey: www.surveymonkey.com/r/BMPXLHG Questions or comments? Contact us at podcast@trepp.com . Follow Trepp: X: www.x.com/TreppWire LinkedIn: www.linkedin.com/company/trepp…

1
308. CPI Heartache: No Love for Rate Cuts, Loan Recourse 101, NYC Office Revival, & GSA Office Downsizing 52:22

há 28 dias52:22

52:22

In this week's episode of The TreppWire Podcast , we analyze January's hotter-than-expected CPI print and Fed Chair Powell's Congressional testimony on rate cuts. We break down the mechanics of recourse loans and personal guarantees in distressed deals, like The Hotel Carter near Times Square. We then examine three major office refinancing deals in Midtown Manhattan totaling over $2.8 billion. We also dig into DOGE's federal real estate reduction strategy and its implications for commercial real estate, particularly in the DC market. We also discuss a few retail stories including Joann Fabrics' closing of 500 stores, Blackstone's $4 billion retail portfolio acquisition, and Party City's hundreds of lease rejections. Plus, we introduce TreppAI, our new artificial intelligence-powered search tool. Tune in now. Episode Notes: - Economic Update: CPI Print, FedWatch, & Capital Markets (1:31) - Recourse Loans 101 & America’s Dirtiest Hotel (13:19) - Positive Office News in Midtown Manhattan (23:04) - DOGE’s Federal Real Estate Cuts & Implications for CRE (29:34) - Retail store closures, acquisitions, and redevelopments (36:30) - Trepp Connect (in NYC) conference in Rockefeller Center in May (42:10) - New TreppAI Search Feature & Examples (44:00) - MBA CREF25 & Shoutouts (47:43) Please take our listener feedback survey: www.surveymonkey.com/r/BMPXLHG Questions or comments? Contact us at podcast@trepp.com . Follow Trepp: X: www.x.com/TreppWire LinkedIn: www.linkedin.com/company/trepp…

1
307. Evolution of the B-Piece Buyer from the 90s to Today: Scott Douglass of Prime Finance 41:24

há 4 weeks41:24

41:24

In this special guest episode of The TreppWire Podcast, we are joined by Scott Douglass, Co-Founder and Co-Chief Investment Officer at Prime Finance. Scott shares his extensive experience in the commercial mortgage-backed securities (CMBS) space and breaks down the evolution of B-piece buying from the '90s to today. We examine how past crises can provide a critical lens when assessing today’s market. Scott explains how the Great Financial Crisis reshaped the CMBS market and the role of the B-piece, and shares lessons from that time period that remain relevant in today's market. We also dive into the CMBS issuance data and provide insight into what the numbers show over time. Tune in now. Episode Notes: - Background in commercial real estate securitization (1:29) - Launch of Prime Finance (4:42) - Insights into the origins of the B-piece buyer role (6:02) - Lessons from the 90s and early 2000s (9:40) - CLO issuance numbers & predictions for 2025 (12:06) - CMBS issuance expected in 2025 (15:45) - Risk retention in the CMBS market (18:30) - Thoughts on office, hotels & data centers (25:10) - SASB deals in 2024 & 2025 (34:40) - Importance of having a strong platform (37:33) Please take our listener feedback survey: www.surveymonkey.com/r/BMPXLHG Questions or comments? Contact us at podcast@trepp.com . Follow Trepp: X: www.x.com/TreppWire LinkedIn: www.linkedin.com/company/trepp…

1
306. Tackling the Headlines: Trade, Tariffs, Office Narrative Turnaround 52:36

há 5 weeks52:36

52:36

In this episode of The TreppWire Podcast, we dive into economic data and headlines of the week, including manufacturing and job openings figures, the implications of tariffs on the CRE market, and the thought that lending standards for commercial real estate (CRE) may be tightening. We discuss the inflection point for the office market after seeing some increased optimism and signs of activity, especially in NYC. We talk Blackstone’s big Midtown Manhattan office buy, the largest office-to-residential conversion in the U.S., as well as recent stories at Manhattan’s MetLife Building. In retail, we cover Walmart’s mall purchase and Amazon’s physical store closures. We reflect on the narrative for apartments and the multifamily market at large, after the NMHC 2025 Annual Meeting. We wrap up the episode with our thoughts on the Super Bowl and highlight Kansas City, Philadelphia, and New Orleans market data from TreppCRE. Tune in now. Episode Notes : Economic Update (0:27) Tariffs & Other Headwinds Impacting the Market (3:35) Office Sector Activity (10:54) Blackstone NYC Midtown Office Buy (13:16) Largest Office to Resi Conversion in the U.S. (17:00) Refinance at 3 Bryant Park (21:02) Irvine Loan for Manhattan’s MetLife Building (25:24) Walmart Pennsylvania Mall Purchase in Pennsylvania (28:07) Amazon’s Physical Store Locations Closing (30:02) Equinox is Becoming the Largest Retail Tenant in Manhattan (33:39) NMHC 2025 Annual Meeting Recap (35:01) Credit Stories in California & Texas (40:13) Slice of Life: Kansas City vs. Philadelphia + Market Overview (42:37) Trepp Connect (in NYC) on May 13-15, 2025 (46:31) Shoutouts (49:16) Please take our listener feedback survey: www.surveymonkey.com/r/BMPXLHG Questions or comments? Contact us at podcast@trepp.com . Follow Trepp: X: www.x.com/TreppWire LinkedIn: www.linkedin.com/company/trepp…

1
305. Deep-Sixed by DeepSeek? AI Disruption & Data Centers, Fed’s Patience, Trump’s Buyout Offer, & Property Stories 55:48

há 6 weeks55:48

55:48

In this episode of The TreppWire Podcast, we examine how Chinese AI startup DeepSeek's sent shockwaves through tech markets, raising questions about data center demand. We analyze the Fed's decision to hold rates steady and discuss Trump's federal worker buyout offer impacting office demand. We break down Amazon's record-breaking lease in Miami, dig into an office loan value reduction in New York and special servicing transfer in Virginia. For retail, we discuss a loan value reduction in Chicago and a sale in West Palm Beach. We wrap up with several multifamily transactions in Arizona, Florida and Colorado. Tune in now. Episode Notes: - DeepSeek and its market-moving debut (1:23) - Return to office & Trump’s resignation offer for federal workers (8:12) - Office activity: Amazon’s record-breaking lease in Miami (18:05) - Rye Brook, NY Office Loan value reduction (25:09) - Falls Church, VA Office loan sent to Special Servicing (31:22) - Chicago Retail loan value reduction (33:19) - West Palm Beach, FL Retail sales transaction (39:39) - Multifamily transactions in Arizona, Florida and Colorado (41:09) - Programming notes (46:00) - Shoutouts (47:15) Please take our listener feedback survey: www.surveymonkey.com/r/BMPXLHG Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: X: www.x.com/TreppWire LinkedIn: www.linkedin.com/company/trepp…

1
304. Housing Market Reality Check with MacroEdge: Inventory, Affordability & Demographics 44:48

há 6 weeks44:48

44:48

In this special guest episode of The TreppWire Podcast, we are joined by Ulysses Awsumb, Head of Research, and Melody Wright, Contributing Writer at MacroEdge, as well as Rachel Szymanski, Trepp’s Chief Economist, to discuss the current state of the real estate market and challenge common narratives. Drawing from their extensive research and on-the-ground observations, they share insights on housing inventory, affordability challenges, and demographic shifts affecting both residential and commercial sectors. We explore the disconnect between housing supply narratives and market realities, the impact of recent policy changes, and the complexities of new home construction. We also dive into the emerging trends in multifamily development and the future of housing affordability. Tune in now. Episode notes: - Introduction to MacroEdge and Guest Backgrounds (0:21) - Current Housing Market Headlines and Executive Orders (5:43) - Housing Shortage Narrative (8:29) - Market Demographics and Population Shifts (21:28) - Affordability Challenges and Market Misallocation (24:57) - Key Factors Preventing Home Ownership (33:45) Please take our listener feedback survey: www.surveymonkey.com/r/BMPXLHG Questions or comments? Contact us at podcast@trepp.com . Follow Trepp: X: www.x.com/TreppWire LinkedIn: www.linkedin.com/company/trepp…

1
303. Ink Meets Impact: Executive Orders, Fannie Freddie Privatization, Multifamily Data & Major Transactions 46:29

há 7 weeks46:29

46:29

In this episode of The TreppWire Podcast, we discuss recent economic headlines, including AI spending, optimism in commercial real estate (CRE), and Trump’s return to office executive order for federal workers. We share scenarios on what could happen with this mandate and preview an analysis on GSA exposure and the respective average rent per square foot. We then turn to the privatization of Fannie Mae & Freddie Mac and discuss its potential impact on CMBS issuance. In a digging through the data segment, we look at maturities by property type and dive into multifamily issuance, delinquency, and trends. We close the episode with credit stories and office leasing transactions, including Bloomingdale’s closing its flagship store in San Francisco, and Blackstone buying the Kimpton Hotel Eventi in New York City. Tune in now. Episode Notes: - Economic Update (0:28) - Trump’s RTO mandate for Federal workers (7:27) - GSA exposure analysis (10:27) - Fannie Mae & Freddie Mac privatization (13:12) - Digging through the data: multifamily issuance, delinquency, and trends (23:00) - Credit Stories (28:05) - Office Leasing Stories (32:39) - Bloomingdale’s closing its flagship store in San Francisco (36:57) - Blackstone buying the Kimpton Hotel in New York City (40:49) - Industrial property acquisition in Queens, NY (41:51) - Programing notes (43:41) - Shoutouts (44:36) Please take our listener feedback survey: www.surveymonkey.com/r/BMPXLHG Questions or comments? Contact us at podcast@trepp.com . Follow Trepp: X: www.x.com/TreppWire LinkedIn: www.linkedin.com/company/trepp…

1
302. Taxes, Transactions, 2025 Themes: Wildfire Tax Relief, Sales Transactions, & CREFC Takeaways 53:22

há 8 weeks53:22

53:22

In this episode of The TreppWire Podcast, we review the themes, discussions and key takeaways from CRE Finance Council (CREFC)’s January 2025 conference. We also analyze the latest economic data including the increase in both the Consumer Price Index and the Producer Price Index, the rise in jobless claims and the pickup in economic activity reported by the Fed’s Beige Book. We review the bank earnings reported on the 15th, discuss the California wildfires and real estate taxes, and Local Law 97 in NYC. We then go over two trading alerts about special servicing transfers and review some notable multifamily, office, retail and industrial sales transactions. Tune in now. Episode Notes: - CREFC January 2025 Conference themes & takeaways (1:14) - Last week's Jobs Report (5:28) - Bank earnings reports – JPMorgan, Wells Fargo, Citigroup & Bank of America (14:52) - California Wildfires, Real Estate Taxes & Local Law 97 in NYC (20:11) - Self-storage trading alert: Self-Storage Portfolio SASB Loan Enters Special Servicing, Appraised Value Cut (32:17) - Lodging trading alert: Montauk Lodging Loan Heads to Special Servicing (34:57) - Sales transactions: Multifamily in NC, Office in NYC, DC & CA, Retail in MI, and Industrial in AZ, NJ & IL (38:30) - Programing Notes (47:24) - Shoutouts (48:19) Please take our listener feedback survey: www.surveymonkey.com/r/BMPXLHG Questions or comments? Contact us at podcast@trepp.com . Follow Trepp: X: www.x.com/TreppWire LinkedIn: www.linkedin.com/company/trepp…

1
301. Your 2025 REIT Playbook with David Auerbach, Hoya Capital 55:09

há 8 weeks55:09

55:09

In this special guest episode of The TreppWire Podcast, we are joined by David Auerbach, Chief Investment Officer at Hoya Capital to discuss the current state and future of the Real Estate Investment Trust (REIT) sector. David shares his journey into the REIT industry, insights on market trends, and the importance of long-term investment strategies. He emphasizes the significance of dividend growth and the need for investors to understand the underlying dynamics of the REIT market. David also goes over the current state of the REIT market, focusing on the single-family rental sector, the evolution of retail, and the importance of healthcare REITs. We wrap up with a discussion on the need for diversification in REIT investments and the outlook for the sector leading into 2025. Episode Notes : - Introduction to REITs and David’s Background (0:19) - Current Trends in the REIT Sector (07:25) - Long-Term Investment Perspectives in REITs (13:14) - The Power of Compounding Dividends (19:24) - Understanding the REIT Market Dynamics (25:07) - Exploring the Single-Family Rental Market (27:54) - The Evolution of Retail (37:51) - A Deep Dive into Healthcare REITs (44:56) - Looking Ahead to 2025 (49:44) Please take our listener feedback survey: www.surveymonkey.com/r/BMPXLHG Questions or comments? Contact us at podcast@trepp.com . Follow Trepp: X: www.x.com/TreppWire LinkedIn: www.linkedin.com/company/trepp…

1
300. Celebrating A Milestone: Office Origination Deep Dive, Potential Fallout of CA Wildfires, and Mega Dollar Deals 51:35

há 9 weeks51:35