Podcast appearances and mentions of Brian Bailey

Note: This episode was recorded prior to recent developments in the Middle East and the associated impact on global energy markets. Some macroeconomic context discussed in this episode reflects conditions at the time of recording. Lenders are re-engaging, origination activity is picking up, and the market is beginning to find its footing around the wall of maturities, but rising operating expenses are outpacing rent growth in select segments, and a new set of macro uncertainties is changing the capital markets math for CRE. In this episode, we're joined by Brian Bailey, Senior Managing Director and Head of Research at Trimont, to examine CRE debt market conditions, sector-level operating trends, and the risks the industry may be underestimating heading into 2026. Brian draws on 14 years as the Federal Reserve System's CRE subject matter expert and Trimont's $700B loan servicing portfolio to share what the data is revealing about credit conditions, expense pressures, and lender behavior across the market. Key moments01:29 - Brian's career journey07:00 - From Fed to Trimont09:09 - Office lending sentiment11:55 - Trimont data advantage14:11 - Stagflation and expenses18:20 - Capital markets inflection22:03 - Wall of maturities25:54 - Non-bank lending risks29:52 - 2026 themes by sector32:37 - Underappreciated 2026 risks34:36 - An industry wish for transparency Resources mentionedBrian Bailey - https://www.linkedin.com/in/brian-bailey-1a73888/Trimont - https://trimont.com/

Brian Bailey Show 3/10/26 WNCN's Todd Gibson, Kim McNeill, Kinston BB Coach Perry Tyndall by Pirate Radio

PRL 3-10-26 Mike Mullis, Brian Bailey, Jennings Hall, Kim McNeill, Bryce Williams, Brandon Manning, Charlie Mercer by Pirate Radio

EPISODE 349 WNCN CBS 17's Todd Gibson joins Brian Bailey Show to talk ACC Tourney Hoops by Pirate Radio 92.7FM Greenville

Brian Bailey Show 3/3/26: NCHSAA State Basketball Playoff Preview by Pirate Radio

PRL 3-3-26 Mike Mullis, Aaron Fitt, Brian Bailey, Jennings Hall, Bryce Williams, Brandon Manning by Pirate Radio

Brian Bailey Show 2/24/26 Western Carolina Baseball Coach Alan Beck, Troy coach Skylar Meade, JH Rose Boys Basketball Coach Robert Duck by Pirate Radio

PRL 2-24-26 Mike Mullis, Chad Holbrook, Brian Bailey, Jennings Hall, Brandon Manning, Bryce Williams, Ronald Vincent by Pirate Radio

PRL 2-17-26 Mike Mullis, Brian Bailey, NuBlue Pirate Report, Jennings Hall, Brandon Manning, Bryce Williams by Pirate Radio

Brian Bailey Show 2-17-26 Cliff Godwin, Chris Heymeyer by Pirate Radio

EPISODE 323 ECU Baseball Coach Cliff Godwin joins The Brian Bailey Show by Pirate Radio 92.7FM Greenville

PRL 2-16-26 Brian Bailey, Mack McCarthy, Chris Heymeyer, Zach Agnos, Brandon Golden, NuBlue Pirate Report by Pirate Radio

PRL 2-10-26 Mike Mullis, Aaron Fitt, Brian Bailey, Jennings Hall, Bryce Williams, Brandon Manning, Brian Weingartz by Pirate Radio

Brian Bailey Show 2-10-26 Xavier Baseball Coach Billy O'Conner, ECU Alum Bryant Ward by Pirate Radio

EPISODE 314 ECU Baseball alum & UCLA Assistant Bryant Ward joins the Brian Bailey Show by Pirate Radio 92.7FM Greenville

Brian Bailey Show 2-3-26 Eric Bakich, Matt Maloney by Pirate Radio

PRL 2-3-26 Mike Mullis, David Glenn, Jennings Hall, Brian Bailey, Brandon Manning, Bryce Williams by Pirate Radio

EPISODE 307 "Big Guy" Matt Maloney Joins Brian Bailey Show to talk about his career with the Pirate Club by Pirate Radio 92.7FM Greenville

Brian Bailey Show 1-27-26 Sam Narron, Matt Bridges by Pirate Radio

PRL 1-27-26 Mike Mullis, Brian Bailey, Jennings Hall, Justin Hardy, Bryce Williams, Pirate Radio Outdoors by Pirate Radio

EPISODE 298 ECU Baseball Hall of Famer & Washington Nationals Coach Sam Narron joins the Brian Bailey Show by Pirate Radio 92.7FM Greenville

EPISODE 295 Cleveland Guardians Pitcher Gavin Williams stops by the Brian Bailey Show this week by Pirate Radio 92.7FM Greenville

PRL 1-20-26 Mike Mullis, Brian Bailey, Jennings Hall, Bryce Williams, Jeff Palumbo, Ethan Norby by Pirate Radio

Brian Bailey Show 1-20-26 Gavin Williams, Brian Weingartz, Ronald Vincent, Duane Grooms by Pirate Radio

PRL 1-13-26 Mike Mullis, Paul Troth, Brian Bailey, Jennings Hall, Mike Wright, Bryce Williams by Pirate Radio

PRL 12-16-25 Mike Mullis, Brian Bailey, Jennings Hall, Bryce Williams by Pirate Radio

Brian Bailey Show 12-16-25 Hunter Gallimore, Jeff Craddock, Santa Claus by Pirate Radio

EPISODE 272 Former Pirate Hunter Gallimore joins the Brian Bailey Show to talk Military Bowl by Pirate Radio 92.7FM Greenville

EPISODE 273 Santa joins the Brian Bailey Show live from the North Pole by Pirate Radio 92.7FM Greenville

PRL 12-15-25 Mack McCarthy, Aundrae Allison, Brian Bailey, Holton Ahlers, Si Seymour by Pirate Radio

EPISODE 269 Brian Bailey joins PRL to talk about Katin Houser's exit from ECU by Pirate Radio 92.7FM Greenville

Brian Bailey Show 12-9-25 Steve Beck, Jeff Blake, Robert Jones by Pirate Radio

PRL 12-9-25 Mike Mullis, Brian Bailey, Jennings Hall, Caiden Norman, Bryce Williams, Holton Ahlers by Pirate Radio

PRL 12-2-25 Mike Mullis, Brian Bailey, Jennings Hall, Bryce Williams by Pirate Radio

Brian Bailey Show 12/2/25 Todd Gibson, Donnie Kirkpatrick by Pirate Radio

EPISODE 257 Brian Bailey talks ECU Bowl Predictions by Pirate Radio 92.7FM Greenville

EPISODE 255 WNCN Sports Reporter Todd Gibson joins Brian Bailey to talk ACC Championship Game by Pirate Radio 92.7FM Greenville

Brian Bailey Show 11-25-25 Ryan Gieselman, Keith Boyd, Ron Cook, Mike Twichell, Jeff Craddock by Pirate Radio

PRL 11-25-25 Mike Mullis, Brian Bailey, Jennings Hall, Bryce Williams by Pirate Radio

EPISODE 252 Brian Bailey joins PRL to recap ECU's loss to UTSA and talk NFL by Pirate Radio 92.7FM Greenville

Brian Bailey Show 11-18-25 Damon Magazu, Nate Conner by Pirate Radio

PRL 11-18-25 Tarps Off Guy(s), Mully, Brian Bailey, Jennings Hall, Bryce Williams, Courtney from 5th St. Hardware by Pirate Radio

EPISODE 247 ECU Safeties Coach Damon Magazu joins Brian Bailey to recap Memphis win by Pirate Radio 92.7FM Greenville

Brian Bailey Show 11-11-25 Jon Gilbert by Pirate Radio

PRL 11-11-25 Mike Mullis, Brian Bailey, Jonah Dylan, Bryce Williams, Alex Harper by Pirate Radio

EPISODE 242 ECU AD Jon Gilbert talks Pirate Athletics on the Brian Bailey Show by Pirate Radio 92.7FM Greenville

PRL 11-4-25 Mike Mullis, Brian Bailey, Jennings Hall, Shane Carden, Alex Harper by Pirate Radio

The Brian Bailey Show 11-04-25 Dwayne Harris, Charlotte Coach Tim Albin by Pirate Radio

Brian Bailey Show 10-28-25 KC Keeler, Will Bland, Nate Conner by Pirate Radio

As a huge servicer of commercial loans, Trimont gets a firsthand view of of the market, and they've brought Atlanta Fed's former commercial real estate guru, Brian Bailey, onto their team. Brian joins Michael Bull to share his expertise and insight on interest rates, loan delinquencies, jobs, inflation, and expectations moving forward. Bull Realty - Customized Asset & Occupancy Solutions: https://www.bullrealty.com/ Commercial Agent Success Strategies - The ultimate commercial broker training resource: https://www.commercialagentsuccess.com/ Watch the video versions of our show on YouTube! https://www.youtube.com/c/Commercialrealestate