Podcasts about Trepp

In this episode, Amir sits down with Santhosh Kumar, Head of Data at Trepp, to unpack the evolving world of Data as a Product. Data is no longer just a support function—it's becoming a core business driver. Santhosh shares how data teams are embracing a product-oriented approach, aligning closely with business goals while mirroring software engineering practices.If you've ever wondered:How data can be treated like a shippable productWhat mindset shifts data teams needAnd how collaboration between data, product, and tech teams is evolvingThis episode is for you!

Join Michael Bull, CCIM as he interviews Lonnie Hendry with Trepp on the latest delinquency trends. Takeaways include interest rates, origination and transaction volume forecasts, plus strategies for borrowers and lenders.  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/Commercialrealestateshow Follow us at: @BullRealty https://twitter.com/bullrealty @CRE_show https://twitter.com/CRE_show  

As we gear up for 2025, what should commercial real estate professionals expect from a new administration, shifting tax laws, and fluctuating interest rates? In this episode of Commercially Speaking, Bo and Timmy Barron welcome returning guests Lonnie Hendry of Trepp and Kevin Bassett, CPA, to provide expert insights on navigating the challenges and opportunities ahead. From bonus depreciation and 1031 exchanges to the impact of tariffs and government office space, this episode is packed with actionable advice and predictions for the year to come. Key Takeaways: The current tax landscape and what might change in 2026 How interest rates affect CRE deals and when they might stabilize Opportunities in distressed multifamily markets in the Sunbelt The truth about tariffs and their impact on real estate and inflation

In düsse Speziaal-Utgaav vun uns "Wi snackt Platt"-Podcast snackt wi mit de Grand Dame vun't Ohnsorg-Theater Heidi Mahler: över de Martinée to ehrn 80. Geboortsdag, de dat Ohnsorg verleden Sünndag för de Schauspelersch utricht hett, över de slaaplosen Nachten, de se in Saken Ohnsorg harr, as dat dor Striet geev, över de betere Stimmung nu, över de plattdüütsche Spraak un ehr Tokumst, över ehr Gedanken an en Afscheed vun'e Bühn, över den Spaaß, den se hett, wenn se dat Stück "Tratsch op de Trepp" spelen deit, över de Kraft, de se dordörch kriggt, dat se jümmers noch op'e Bühn steiht - un bannig veel mehr. Moderatschoon: Jan Wulf

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 geographies. Given where we're at in the cycle, we examine what differentiates commodity brokers vs. industry-leading brokers. Tune in now. If you want to attend MassimoCon, use discount code Trepp at checkout: https://xm105.infusionsoft.app/app/orderForms/04d15fa3-ead6-4cb3-9d08-6807763b48a6?cookieUUID=76b13f07-46d1-4b9d-bc2f-dd80859cec91 Please take our listener feedback survey: www.surveymonkey.com/r/BMPXLHG Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp

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 year, as well as full- and limited-service hotel delinquency comparisons. We wrap up with office, retail, and multifamily credit stories to note from this week. Tune in now. Episode Notes - CRE Industry's Reaction to the Fed Rate Cut (0:56) - August MSA Report: Bulls & Bears (11:28) - Self-Storage Properties in CMBS Universe (17:04) - Hotel Delinquency Data (23:57) - Office Credit Stories (30:12) - Retail Property Appraisal Value Reduction (39:59) - Multifamily Loan Sent to Special Servicing (42:23) - Programming Notes (44:11) - Shoutouts (45:11) Please take our listener feedback survey: www.surveymonkey.com/r/BMPXLHG Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp

Lonnie Hendry is the Chief Product Officer at Trepp, leading a global team responsible for developing and commercializing Trepp's suite of CRE, CMBS, and CLO products. Since joining in 2019, Lonnie has spearheaded product innovation and business growth, launching multiple successful offerings that help clients achieve strategic goals. He also co-hosts The TreppWire Podcast, a popular CRE podcast with over 1.1 million listens. Recognized for his industry insights, Lonnie is frequently cited by major publications like The Wall Street Journal and Commercial Observer. With 22 years of experience in the commercial real estate industry, Lonnie's expertise spans multifamily management, leasing, brokerage, and appraisal. He is also an adjunct faculty member at Texas Tech University, teaching real estate courses and mentoring future professionals. Lonnie holds a Master's in Real Estate from the University of Texas at Arlington and serves on several advisory boards, contributing to industry leadership and education. Keywords commercial real estate, technology, passive investing, market trends, distressed properties, due diligence, multifamily investments, real estate education, investment strategies, CRE insights Summary In this episode, Randy Smith interviews Lonnie Hendry, Chief Product Officer at TREP, who shares his extensive experience in commercial real estate and the evolving role of technology in the industry. They discuss the cyclical nature of real estate markets, the importance of due diligence for passive investors, and the opportunities presented by distressed properties. Lonnie emphasizes the need for investors to educate themselves and ask the right questions to navigate the current market landscape effectively. The conversation also highlights the resilience of the commercial real estate sector and offers insights into future trends and investment strategies. Chapters 00:00 - Introduction to Lonnie Hendry and His Background 02:34 - The Intersection of Technology and Commercial Real Estate 04:43 - Market Trends and the Cyclical Nature of Real Estate 09:22 - Understanding Distressed Properties and Buying Opportunities 12:51 - Challenges in Turning Around Distressed Assets 17:09 - Due Diligence for Passive Investors 23:38 - Positive Outlooks and Market Resilience 29:35 - Advice for Passive Investors in Today's Market 36:39 - Educational Resources and Final Thoughts RANDY SMITH Connect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestor

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 that we have seen over the years. We also discuss commercial real estate cycles, recent Trepp data, and a sense of optimism in the industry. Episode Notes: - Starwood Background (1:14) - Comparing This Year to Last Year (9:25) - Thoughts on Multifamily (18:05) - Solution-side of the Starwood Business (23:00) - Data on Bank CRE Exposure (27:00) - What We're Seeing in the Market (33:45) - Discussing Debt Yield, Cap Rates & Underwriting (39:42) - Shoutouts (44:16) Please take our listener feedback survey: www.surveymonkey.com/r/BMPXLHG Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp

The complex consisting of the Hilton San Francisco Union Square and Parc 55 hotels has seen its value drop by $1 billion, the San Francisco Business Times reported Monday, citing a note from real estate data firm Trepp. Additionally, a Moody's Ratings report obtained by Hotel Dive was not kind, downgrading the complex's bond classes “as a result of the properties' continued underperformance.” Originally class A, the bonds have since fallen five levels to Baa1. It's the latest hit for a market that's already generated negative headlines in recent months. The bond class downgrades stem not only from the hotels' underperformance, but also “continued weak fundamentals of the San Francisco downtown hotel market.”

Lonnie Hendry with Trepp joins Michael Bull, CCIM to discuss the latest trends for delinquencies, new loan issuance, transaction volume, interest rates, and strategies working for lenders and borrowers.  Lument - Lending is more than a loan: https://www.lument.com/ 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/Commercialrealestateshow Follow us at: @BullRealty https://twitter.com/bullrealty @CRE_show https://twitter.com/CRE_show  

In this week's episode of The TreppWire Podcast, we break down PCE data, Macy's store closure news and the exposure in CRE, and Trepp's latest figures for CMBS delinquencies. Across property types, we review stories about loans heading to special servicing, property valuation reductions, and discounted payoffs. We also share a review of REIT earnings. Tune in now. Episode Notes: - Economic update (0:23) - Macy's store closures (4:50) - CMBS delinquency report (9:35) - REIT earnings (13:38) - Office crabgrass (19:04) - Multifamily sales (28:27) - Retail news (30:56) - Lodging (37:44) - Industrial and self-storage (44:32) - Shoutouts (46:27) Please take our listener feedback survey: www.surveymonkey.com/r/BMPXLHG Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp

Commercial real estate has had a few rough years, and it seems like things won't be getting better anytime soon. The sector is set for a potential rise in defaults, as higher interest rates have increased the costs of refinancing.  And with $2.8 trillion due between now and 2028, more landlords could be feeling the crunch. According to data firm Trepp, commercial debt maturities are expected to balloon in the next few years. While many loans were extended or refinanced, the clock is slowly ticking for the CRE sector as those extensions are coming due.  Learn more about your ad choices. Visit megaphone.fm/adchoices

In this final episode of our interview with US-based artists Christa Donner and Selina Trepp of Cultural ReProducers, we discuss if cultural short-sightedness is a factor in architectural design and the operation of public space?-The greater significance and meaning of the perspective of parents; -Why the inclusion of children is both a cultural and a political position that positively impacts everyone;-Why archives are an important component in social change;-Structural and architectural changes we should be prioritizing;-Practical advice on effective advocacy in our own spaces and communities.(See Episode Website link below for a transcript, YouTube episode with captioning, background information and links.)About Us Follow Us On InstagramIf you would like to share your thoughts with us, suggestions for future episodes or if you're interested in joining us as a guest, please contact us as we would welcome your contributions.Contact Us: podcast@kinderpublic.com

US-based artists Christa Donner and Selina Trepp share further insights on the improved inclusion of children and families. Through Cultural ReProducers, a creative platform initiated by Christa Donner, they devised a Childcare Supported Event Series that allowed artist-parents to maintain professional engagement in the art world. We discuss:-Why the inclusion of children is a particularly complicated topic;-Selina's personal experience of workplace discrimination as a pregnant person in the art world;-How the typical view of children in the U.S. diverges from the view held by many other parts of the world;-Whether caregiving should be considered a personal responsibility or an element of public infrastructure.(See Episode Website link below for a transcript, YouTube episode with captioning, background information and links.)About Us Follow Us On InstagramIf you would like to share your thoughts with us, suggestions for future episodes or if you're interested in joining us as a guest, please contact us as we would welcome your contributions.Contact Us: podcast@kinderpublic.com

While the market was watching CPI numbers, jobless claims, and retail sales this week, the Trepp team was digging into the ‘extend and pretend' narrative and signs of distress hiding in the lodging sector. In this episode, we dig into the data behind these themes, give a deep dive into the current office environment, and also share stories across the commercial property types. Tune in. Episode Notes: - Economic update: CPI, retail sales (0:23) - Extend and pretend narrative (4:55) - Hidden lodging distress? Maturities (15:39) - Hotel sale (21:13) - Multifamily stories (26:12) - Retail news (29:31) - Industrial sale (35:01) - Office restructure and loan modification (36:11) - Shoutouts (43:53) Please take our listener feedback survey: www.surveymonkey.com/r/BMPXLHG Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp Facebook: www.facebook.com/TreppLLC

Stephen Buschbom, Research Director with Trepp presents a data driven perspective of the state of the real estate market. How bad is the debt and leverage crisis, what sectors are being impacted the most, how long will it last and what does it mean to the technology sector supporting the built environment. With a tightening of the market comes more scrutiny of technology budgets and understanding the current state of the market is key to thriving in challenging times.

US-based artists Christa Donner and Selina Trepp discuss their collaborative work on the problem of professional inclusion for artists and cultural workers who are also parents. Through Cultural ReProducers, a creative platform initiated by Christa Donner, they experimented and devised a Childcare Supported Event Series that allowed artist-parents to maintain professional engagement in the art world. We learn:-What challenges cultural workers face in continuing their professional engagement with the art world;-How these challenges may be exacerbated by gendered expectations around caregiving and the labor of raising children;-The experience that made Christa and Selina realize that a clear mission statement was a critical first step to introduce the project to cultural institutions;-Key technical details about the model- including space requirements, timing, staffing, and programming info- that are necessary for improved professional inclusion of parents.(See Episode Website link below for a transcript, YouTube episode with captioning, background information and links.)About Us Follow Us On InstagramIf you would like to share your thoughts with us, suggestions for future episodes or if you're interested in joining us as a guest, please contact us as we would welcome your contributions.Contact Us: podcast@kinderpublic.com

▶️ Visit to know more: https://www.raphaelcollazo.com/ Welcome, and for all your questions, Raphael is here to help you with Understanding CMBS Loans with Lonnie Hendry. If you are interested in learning about the many facets of commercial real estate, whether you're a business owner, investor, or just someone who's curious about the subject, you'll gain value from being a part of the group! In today's episode, Lonnie Hendry, VP of CRE Product Management at Trepp, talked about his background and how he got started in business. Along with that, Lonnie will explain the nuances of CMBS Loans and how the market will evolve in the future. So, watch the full video until the end to learn about the CMBS Loan Market. ▶️ If you're interested in learning more about Lonnie, check out the following links: ▶ LinkedIn: https://www.linkedin.com/in/lonnie-hendry-cre/ ▶ Website: https://www.trepp.com/the-treppwire-podcast ▶ Email: lonnie_hendry@trepp.com If you like the video, please SUBSCRIBE and don't forget to press the bell

Guests: Lonnie Hendry and Daniel McNamaraThis spaces is brought to you by MenthorQ Discover how Menthor Q is revolutionizing the way option traders trade and risk manage via Alternative Option data.Are you an options trader looking to get ahead of the market? Menthor Q is here to transform your trading experience with our innovative alternative data and option trading models.Menthor Q Solutions Offers:- Gamma and Volatility Levels on Stock, ETFs, Futures and Crypto- Cutting-edge predictive models for options trading.- Expert insights and analysis for informed decision-making.- A Community of 15000 professional tradersYou can find them at Menthorq.com or at their X account @methorqproGuests this week: Daniel McNamara@danjmcnamaraFounder of Polpo Capital Polpo Capital was founded in 2021 by Daniel McNamara. Prior to founding Polpo, McNamara was a CMBS Portfolio Manager for 9 years at MP Securitized Credit Fund and launched a CMBX/Regional Mall Short Fund in 2020. This experience led Dan to launch Polpo Capital. McNamara has been investing in the fixed income markets with a focus on structured products & CMBS for 20 years. Polpo invests in CMBS based on a bottom-up approach with a heavy emphasis on CMBS underwriting, while weighing macroeconomic factors. The approach has allowed McNamara and the team to profit from opportunities on both the long and short side of the CMBS market. McNamara graduated from Amherst College.Lonnie Hendry@Lonnie_CREHead of CRE & Trepp Advisory Services, Senior Vice President With a background spanning 20 years in the commercial real estate industry, he is charged with enhancing Trepp's client relationships across all business lines and product verticals. Lonnie is also the co-host of the weekly CRE show with more than 700K listens, The TreppWire Podcast. Lonnie leads a global team of more than 20 product management and development professionals, working to assist clients with accomplishing their strategic goals through a variety of Trepp products, customized advisory services, and solutions. Mr. Hendry's professional experience includes conventional multifamily property management and development, commercial and residential leasing, brokerage, and appraisal. Lonnie earned a Master of Science degree in Real Estate with a concentration in Sustainability from the University of Texas at Arlington where he also received a Graduate Certificate in Real Estate Development.In addition to his responsibilities at Trepp, Mr. Hendry is an adjunct faculty member at Texas Tech University Follow us on X (Twitter) @chigrl@micdropmarkets

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On this episode of the CRE Exchange podcast, we welcome a special guest, Stephen Buschbom, Research Director of Trepp. Our hosts, Omar Eltorai and Cole Perry, pick Stephen's brain on a wide spectrum of topics focused on the US commercial real estate debt space. Their discussion covers parallels to past markets, prevalent themes in 2023, predictions on market shifts, performance in 2024, and more.Key Takeaways:(03:39) Stephen's passion for the CRE asset class(06:54) Background on Trepp(10:27) 2023's key CRE debt market themes (11:57) Drawing parallels between today's market and past periods(13:11) Breakdown of the CRE debt space(16:16) Thoughts on what will get transaction activity back up(19:33) Capital availability over the next 12 months(20:29) Areas of risk(21:25) Outlook for 2024(23:08) Main priority for lenders in 2024(25:32) CRE debt market performance expectations for 2024(28:19) How Stephen expects to focus his research in 2024(30:53) Biggest expected industry changes in the next 3-5 years(32:06) Expected changes to capital stacks in the next 3-5 years(33:02) Career tips for young CRE professionalsResources Mentioned:Stephen Buschbom -https://www.linkedin.com/in/stephen-buschbom-36738a64/Omar Eltorai -https://www.linkedin.com/in/omareltorai/Cole Perry -https://www.linkedin.com/in/coleperry1/Trepp Website -https://www.trepp.com/Thanks for listening to the CRE Exchange podcast, powered by Altus Group. If you enjoyed this episode, please leave a review to help get the word out about the show. And be sure to subscribe so you never miss another insightful conversation.#CRE #CommercialRealEstate #Property

Tyler was a part of IU Straight No Chaser for all four years of college, serving as the group's Musical Director for three years. He graduated in 2007, which makes him the youngest member. After college, he sang on two cruise ships with the a cappella group "Oceans F"ur." He joined Straight No Chaser in 2009 and was a part of SNC's first PBS special, "Live in "New York." He says he's been very blessed to do this for a living and can't thank the fans enough for their support. Straight No Chaser is back on tour, serving up an all-you-can-eat buffet of holiday music (with none of the calories) as they cross the U.S. from October through December. Thanks for listening, and please support the artists you hear by seeing them live and online. Purchase their music so they can continue to distract, comfort, provoke, and inspire. --- Send in a voice message: https://podcasters.spotify.com/pod/show/backstagejazz/message

In this week's episode, we discuss rising rates, a jump in risk premiums, and several painful comps in the commercial real estate market. The Trepp team searches for silver linings in a tough CRE market, we share positive retail stories, a lot of green shoots and crab grass for office, multifamily comps galore, and an industrial story to note. We also talk about NYC rent control and the retail apocalypse version in the office market. Tune in now. Episode Notes: • Economic update: stagflation, jobs, rates (0:23) • NYC rent control discussion (3:27) • Risk in the market (5:25) • Banks' unrealized losses (8:00) • Positive news for the retail market (10:24) • Office green shoots (21:18) • Office crabgrass (28:35) • The retail apocalypse of the office market (32:48) • Multifamily news and comps (39:28) • Industrial story (45:10) • Shoutouts (47:55) Questions or comments? Contact us at podcast@trepp.com. Please take our listener feedback survey: https://www.surveymonkey.com/r/BMPXLHG Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp Facebook: www.facebook.com/TreppLLC

In a special guest episode, we welcome Twitter CRE sensation, StripMallGuy. After a successful career as a value-add retail buyer, StripMallGuy added the title of influencer to the resume. Here, we discuss the ins and outs of strip malls, how to balance social media and the day job, breaking into the industry, and more. Tune in now. The episode is sponsored by The Henley Group: https://www.thehenleygroup.com/ Episode Notes - Behind StripMallGuy (0:23) - Why strip malls? (5:05) - Adjusting to tighter credit conditions and a resilient consumer (6:15) - Balancing social media and the job (8:50) - Position as a value-add buyer (13:26) - "We don't 1031, we don't cost seg, we don't finance on the front-end of the deal..." (16:51) - The no-nos: Chick-fil-A, dry cleaners, & karate (21:07) - Mom & pop vs. national tenants (23:59) - Rookie mistakes (28:13) - Negotiating: LOI vs. signed contracts (32:09) - StripMallGuy's 'Black Swan' Event (36:07) - Converting mom and pop to triple net lease structure (38:54) - What would StripMallGuy be doing if not in CRE? (41:56) - Best thing about NYC (42:25) - HOAs (43:38) Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp Facebook: www.facebook.com/TreppLLC

In this episode, Wayne Courreges III, CPM®, highlights tried-and-true tips on deal sourcing in today's multifamily real estate market. Get to learn from his complete guide to developing broker relations, property management, and more so you can source top-notch deals smarter and scale your portfolio faster!WHAT YOU'LL LEARN FROM THIS EPISODE Different types of property management services Tips on finding great off-market multifamily dealsA guide to CREI Partners' creative deal sourcing strategyKey conversations to fortify broker relations and nurture leads The secret to successful capital raisingRESOURCES/LINKS MENTIONEDMultifamily Octane Coaching Mastermind: https://shorturl.at/ejJKYRaiseMasters: https://raisemasters.com/raisemasterCoStar: https://www.costar.com/BeenVerified: https://www.beenverified.com/Textedly: https://www.textedly.com/Upwork: https://www.upwork.com/Trepp: https://www.trepp.com/ Facebook: https://www.facebook.com/Are you Ready to diversify and grow your wealth through passive real estate investing? Enroll today in CREI Partners' passive investor coaching program at https://www.passiveinvestorcoaching.com/ABOUT WAYNE COURREGES III, CPM®Wayne Courreges III is a CPM® and Managing Principal of CREI Partners. He leads the investment lifecycle and investor relations as the Lead Sponsor and General Partner based in Austin, TX. For more than 13 years, he has worked with a Fortune 150 commercial real estate firm, leading property management services of 4.5 million+ square feet for both institutional and non-instructional clients over his career. He has worked closely with dozens of real estate professionals executing building strategic plans of over $60 million and assisted owners through their investment lifecycle. CONNECT WITH WAYNEWebsite: CREI Partners: https://www.creipartners.com/Email: wayne@creipartners.comCONNECT WITH USWant a list of top-rated real estate conferences, virtual meetups, and mastermind groups? Send Tate an email at tate@glequitygroup.com to learn more about real estate using a relational approach.Looking for ways to make passive income? Greenlight Equity Group can help you invest in multifamily properties and create consistent cash flow without being a landlord. Book a consultation call and download Tate's free ebook, "F.I.R.E.-Financial Independence Retire Early via Apartment Investing," at www.investwithgreenlight.com to start your wealth-building journey today!

Offices across the country are still sitting empty. The nationwide office vacancy rate reached a high of about 20% in the first quarter of 2023, according to JLL, and while big tech companies are pressuring workers to return to the office, the hybrid work model has led to an increase in commercial office delinquencies. According to Trepp, a real estate analytics firm, the office delinquency rate surged 125 basis points in May to over 4%.  This spells trouble for the commercial real estate market and the broader economy, according to some experts. Analysts at Morgan Stanley are predicting a decline in commercial property values of up to 40%, a crash akin to the 2008 financial crisis. Fred Cordova, CEO of Corion Enterprises, believes the crash is already underway. But while most firms agree the office sector is under stress, some are more optimistic than others about the outcome for commercial real estate. For example, UBS Global Wealth Management asserts the problem is manageable, and a crash resembling 2008 isn't likely.  Learn more about your ad choices. Visit megaphone.fm/adchoices

Lonnie Hendry with Trepp joins Michael Bull to share expectations, solutions, and opportunities related to distressed commercial real estate. C5+CCIM Global Summit - 3 Days of Commercial Real Estate Networking, Learning, & Investing in Atlanta, Georgia, September 28-30th! Brought to you by: 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/Commercialrealestateshow Follow us at: @BullRealty https://twitter.com/bullrealty @CRE_show https://twitter.com/CRE_show

There was plenty of positive economic data to digest this week, all while Fed Chair Powell was “taking the punch bowl away,” commenting that more rate hikes may be necessary. In this week's episode, we break it down. And in CRE, there were several large (and unpleasant) comps for investors to digest. We also analyze Trepp's latest delinquency report; examine defeasance, yield maintenance, and discounted prepayments; and talk about a large industrial story. Tune in now. Episode Notes: • Economic updates (0:23) • Defeasance, yield maintenance, discounted prepayments (10:02) • Bed Bath & Beyond auction(15:12) • Trepp CMBS delinquency report (18:10) • Office green shoots (22:50) • Office crabgrass (28:26) • Sales comps across the U.S. (33:46) • Multifamily net operating income (41:42) • Prologis + Blackstone(44:18) • Shoutouts (47:51) Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp Facebook: www.facebook.com/TreppLLC

In this week's episode of The TreppWire Podcast, the Trepp team tries to cut through the haze (in the economic markets, CRE, and with regard to the smoke covering much of the Northeast). We discuss what may have seemed like a quiet week and what is really on the horizon. In property-type news, we dive into a story about a looming hotel default that is renewing concerns about the lodging market, and for office: there seems to be no end to the sublease news. Happy 200th episode of The TreppWire Podcast and thanks for listening! Tune in now. This episode is sponsored by Commercial Real Estate Direct: https://crenews.com/ Episode Notes: • Economic updates (0:23) • Loans paying off on maturity (9:45) • Hotel trading alert (12:18) • Positive stories for the hotel market (16:30) • Office green shoots (21:53) • Office crabgrass (27:15) • Retail sales (38:32) • Systemic bank risk (41:53) • Shoutouts (44:48) Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp-llc Facebook: www.facebook.com/TreppLLC

Trepp's Manus Clancy talks over the debt ceiling crisis, the environment of "extend and pretend" and how the banking crisis is affecting real estate lending. 

In this episode of "Commercially Speaking", we delve into the current state of Commercial Mortgage Backed Security (CMBS) loans and what it means for the commercial real estate market. Our guest, Lonnie Hendry, Senior Vice President and Head of CRE & Advisory at Trepp, Inc., shares his expertise on valuation, appraisals, analytics, modeling, and financial analysis in the industry. We discuss the pros and cons of CMBS loans, their dire state, and what factors from the Federal Reserve could impact the commercial real estate market in the coming weeks. We also touch on Elon Musk's unique view of the market, having recently acquired Twitter and the CRE leases that came with it. With a focus on how the industry affects local businesses and towns, this episode is perfect for CRE investors, users of space, and anyone new to the industry looking to stay informed. Don't miss out on this insightful discussion!

In this week's episode of The TreppWire Podcast, the team dives into the latest economic news and jobs data. Next up, we give an update on banks and give a sneak peek of Trepp's Q1 Bank Earnings analysis. Then we sing the office blues but do find positive office news, with big office loans to keep on your radar, and then debate if in-office is coming back …again. Stick around to hear multifamily news and a preview of Trepp's AI podcast. Tune in now. Episode Notes: Economic and job data (0:25) Update on Banks (7:07) Two CMBS Deals Priced (10:06) Return to office (13:57) Sublease and office moves (16:30) Big office loans to watch (22:35) Retail News (26:28) Multifamily Housing (36:05) Shoutouts (40:32) Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp Facebook: www.facebook.com/TreppLLC

As a series of U.S. lenders were besieged by customers yanking out their money this month, banking giants such as JPMorgan Chase & Co, Citigroup Inc. and Bank of America Corp. warned employees: Do not make it worse. JPMorgan, the nation's largest bank, told all employees they "should never give the appearance of exploiting a situation of stress or uncertainty," in a March 13 memo. "We do not make disparaging comments regarding competitors."In this episode of The Higher Standard, Chris and Saied examine this news and determine the effect it will have on the economy as a whole.They discuss data showing that customers have recently pulled nearly $100 billion in deposits, while Treasury Secretary Janet Yellen, Federal Reserve Chairman Jerome Powell and more than a dozen other officials convened a special closed meeting of the Financial Stability Oversight Council.Chris and Saied look at news that Deutsche Bank's stock plunged Friday as the market hones in on the German firm as the next major bank at risk in the wake of long-time rival Credit Suisse's collapse and similar events stateside. Frankfurt-listed shares of Deutsche Bank dropped 7.5%, now down more than 25% since March 8, when confidence in the international banking system began to crumble.They also offer some thoughts on data from Trepp, an analytics provider for the Structured Finance, CRE, and Banking markets, indicating that this year, roughly $270 billion in commercial mortgages held by banks are set to expire. This means that big owners of property face the prospect that beleaguered banks, especially smaller ones, could get more aggressive with lending arrangements, giving landlords even less room to breathe as they try to refinance a mountain of loans coming due.Join Chris and Saied for this fascinating and informative conversation.Enjoy!What You'll Learn in this Show:Paul Volcker's monetary policy career and Ben Bernanke's role in AIG bailout.Jerome Powell's role in the current banking crisis.The two different types of lender in the commercial real estate space.Why JP Morgan and Bank of America have been telling staff not to poach clients from stressed competitors.And so much more...Resources:"Volcker Slayed Inflation. Bernanke Saved the Banks. Can Powell Do Both?" (article from Bloomberg)"Exclusive: JPMorgan, Citi, BofA tell staff not to poach clients from stressed banks" (article from Reuters)"Nearly $100 billion in deposits pulled from banks; officials call system ‘sound and resilient'" (article from CNBC)Custodia Bank via Twitter"Veteran of FDIC Takeover Tells What It's Like to Run a Failed Bank" (article from The Wall Street Journal)"What's Going On at Deutsche Bank?" (article from The...

Orest Mandzy is managing editor at Commercial Real Estate Direct and tracks the industry through CMBS and other data provided by Trepp and in today's podcast, discusses the state of the US CRE market. The outlook is not bright and Orest asks 'is this 1989 all over again?' by providing a series of charts that show the trends in property values and market liquidity that help predict where we are headed in 2023 and into 2024. Investment sales are down 51%, prices are edging down, Barclays Bank, he reports, predict a 20% overall decline in multifamily values, the yield curve is inverted considerably more than it was in 2022, and lender volumes have collapsed to near zero across the board. Listen in (or watch the video) to hear the latest news so you can plan accordingly as the current market turmoil plays out.

This week, Trepp's Managing Director, Matt Anderson joins the team to break down the banking market turbulence after the failure of Silicon Valley Bank and the takeover of Signature Bank by regulators. In this episode, we examine how and why this happened and what came next for other banks and their stocks. We discuss the liquidity position of banks and the current holding pattern for CMBS lenders as lending and issuance dry up. In CRE news, we dive into several office stories that represent continued challenges for the market.  Tune in now. Episode Notes: • What happened with banks this week? (0:23) • Signature Bank's NY CRE Exposure (13:32) • Small bank failures to come? (16:50) • Deposits leaving banks (20:49) • Contagion to other banks (21:28) • CRE lending and CMBS issuance (24:52) • Unrealized losses (37:09) • CRE stories: more bad news for office (44:45) • Shoutouts (49:03) See our banking news monitor here: https://www.trepp.com/banking-news-monitor Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp Facebook: www.facebook.com/TreppLLC

Securitization Insight Ep 37: The Impact of Higher Interest Rates on the Commercial Mortgage-Backed Securities (CMBS) MarketLonnie Hendry, senior vice president and head of commercial real estate and advisory servicesat Trepp, Inc., joins host Patrick Dolan to discuss the effect high interest rates have on the commercial mortgage-backed securities (CMBS) market. We examine the steady decline of rental rates and sublease levels and the significant increase of insurance, labor and maintenance costs among underutilized assets, and how these factors have led to market uncertainty.Listen and subscribe to the Securitization Insight podcast on Apple Podcasts, Spotify, or your preferred podcast app.

In this week's episode, we cover the latest jobs and housing data, travel earnings, and share takeaways from the MBA CREF conference. We also talk about Brookfield's defaults and office crabgrass, then share some large multifamily loan moves. In case you missed it, Trepp and CompStak released a report examining office loan maturities and lease expirations. Trepp's Director of Research, Stephen Buschbom, and, CompStak's Director of Real Estate Intelligence, Alie Baumann, talk through some of the findings. Tune in now. Episode Notes: • Economic news of the week (0:23) • Travel earnings (7:27) • Negative stories: train derailment (9:19) • MBA CREF conference takeaways (12:12) • Office: construction; Brookfield defaults (16:16) • Office crabgrass stories (25:31) • Office loan maturities and lease expirations (27:40) • Large multifamily loan stories (40:14) • Shoutouts (42:38) Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp Facebook: www.facebook.com/TreppLLC

Lonnie Hendry with Trepp joins Michael Bull to share the current status of troubled loans and expectations moving forward. Discussions include advice for borrowers facing looming loan maturities, and investors looking for opportunities for investment.  The TreppWire Podcast, co-hosted by Lonnie Hendry Brought to you by: Bull Realty -  https://www.bullrealty.com/ Commercial Agent Success Strategies - https://www.commercialagentsuccess.com/

In this week's episode, we dive into some major stories touching the CRE and CMBS markets including office crabgrass, interesting loan modifications, hotel loan extensions, retail challenges, and industrial news. In a new segment, we introduce the Trepp unicorn, diving into a story about rare excess recovery. We also share our latest delinquency data and life insurance commercial mortgage returns. Tune in now. Episode Notes: • Market update: Fed, jobs, supply chain, housing (0:23) • Delinquency report (9:17) • Life insurance commercial returns (15:47) • Office crabgrass (18:16) • Office green shoots (19:54) • Airbnb's listing service (24:20) • Hotel stories (27:26) • Retail CRE news (31:10) • Industrial acquisition (36:05) • Trepp unicorn: rare excess recovery (38:14) • Shoutouts (41:04) Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp-llc Facebook: www.facebook.com/TreppLLC

The problem with the secular world is that the behaviors that are considered “normal” have been in a constant state of fluctuation throughout human history. The reason for the constant state of change of which behaviors are “normal” is that they are determined by popularity rather than reason. In Torah Judaism, the behaviors we aspire […]

Selina Trepp—visual musician, collage animist, radical recycler—talks time, process, performance, material and more on the occasion of An Instrument in the Shape of a Woman at the Chicago Cultural Center. Our dynamic and inspired conversation zooms through the multiplicities of ways Selina's playful practice breaks open the forms and formats she's drawn to (and drawing on). Once again we're joined by curator Annie Morse and the ambient sounds of meaning being made and publics being formed.    https://selinatrepp.info/home.html https://www.chicago.gov/city/en/depts/dca/supp_info/instrument.html  

In a special episode, we welcome back our global Trepp team to provide an update on the state of the structured finance markets around the world. We dive into our takeaways from two recent conferences, Global ABS 2022 and Structured Finance Vegas 2022. We also talk about the latest news in CRE, CMBS, and corporate CLOs. European market update(0:28) Conference vibe check: Global ABS and SFVegas (3:45) Broad CRE update (7:02) CMBS market news (12:55) Corporate CLO market sentiment and data (16:04) Investor sentiment (18:20) Closing (22:54) Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp-llc Facebook: www.facebook.com/TreppLLC

In this week's episode, we welcome Research Director, Stephen Buschbom as we run through positive economic news, strong REIT earnings, and a new SAT word for Trepp's 150th episode of the podcast. We also dive into our rent growth and CPI analysis, discuss the latest in office transactions, and touch on what is happening in the CMBS market in terms of issuance and delinquencies. Listen here. Episode Notes: • Positive macro update (0:24) • Travel-related earnings (8:27) • REIT Earnings (11:58) • Office transactions (18:35) • Multifamily REITs (23:36) • Rent CPI analysis (30:19) • CMBS delinquencies (34:47) • CRE Sentiment preview (39:32) • Shoutouts (41:51) Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp-llc Facebook: www.facebook.com/TreppLLC

Some months ago I produced a short video defining Commercial Mortgage Backed Securities (CMBS) - and received a couple of complaints on YouTube that it was not thorough enough! To rectify this situation, I invited Orest Mandzy to join me on the podcast to assist with the ultimate definition of CMBS.  Orest founded CRENews.com prior to the emergence of CMBS as an investment instrument and has been reporting on the industry extensively. His company and website are  now owned by Trepp, the foremost data  provider to the CMBS industry. Listen (or watch) this podcast to learn everything you need to know about CMBS -  as well as hearing an update on how they are currently performing (July 2022) as an indicator of where the economy is headed. https://gowercrowd.com/podcast/orest-mandzy-cmbs

The market is on recession watch; are they making heads or tails of recent news? In this week's episode, we ponder if commercial real estate will muddle through. We discuss Trepp's latest CMBS delinquency report, noting an increase that could be a blip or a turning point in the recovery. We also dive into several office, retail, and hotel green shoot and crabgrass stories. Tune in now. Episode Notes: • Investors on recession watch (0:23) • CMBS delinquency report (7:28) • Office vacancies (12:07) • Crabgrass for office (16:31) • Office positives (20:23) • Retail update (27:50) • Mall stories (30:37) • Hotel mixed-green (32:49) • Shoutouts (35:14) Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp-llc Facebook: www.facebook.com/TreppLLC

For financial institutions across the country, commercial real estate (CRE) remains an area of high emphasis within the loan portfolio as they pursue growth. However,  with rising interest rates and inflation as well as the underlying impacts of the pandemic on office space, it's important to keep an eye on the market and the inherent risks this type of lending presents.In this episode, Matt Anderson from Trepp and Rob Newberry from Abrigo join to discuss how CRE is being impacted by the current economic conditions and to give some tips on what to keep in mind when lending in this space.In this podcast, we discuss:The state of the CRE lending landscapeBest practices related to management reporting and stress testingCurrent regulatory expectations, including climate and environmental

In our second episode with Selina Trepp, we expand on our initial discussion of her practice with talks about growing up in a commune, the pros and cons of art school, using music as a tool, how art can be viewed as problem solving, coming to terms with painting, working site-specifically, how limitations can encourage play, and the ways in which the problem can be the prompt.  Selina Trepp (Swiss/American b.1973) is an artist researching economy and improvisation. Finding a balance between the intuitive and conceptual is a goal, living a life of adventure is a way, embarrassment is often the result. She works across media, combining performance, installation, painting, and sculpture to create intricate setups that result in photos, drawings and animations. This week's outro music is from WHADOIDO by Selina Trepp

In our first episode with Selina Trepp, we talk about her current show “Virtual Exhibition (IRL)” at Lydian Stater, using NFTs as a tool for accessibility, the microcosmic qualities of an art studio, the relational aspects of an economic exchange and the philosophy of actions and reactions.  Selina Trepp (Swiss/American b.1973) is an artist researching economy and improvisation. Finding a balance between the intuitive and conceptual is a goal, living a life of adventure is a way, embarrassment is often the result. She works across media, combining performance, installation, painting, and sculpture to create intricate setups that result in photos, drawings and animations. In addition to the studio-based work, Selina is active in the experimental music scene. In this context she sings and plays the videolah, her midi controlled video synthesizer, to create projected animations in real-time as visual music. She performs with a varying cast of collaborators and as one half of Spectralina, her long running audiovisual collaboration with Dan Bitney.  Links: Selina Trepp: Virtual Exhibition (IRL)  “Pay What You Can” NFT Series

Matt Anderson, Managing Director at Trepp, joins the team in this week's episode to talk all things inflation, interest rates, and investment returns. We also discuss the possible yield curve inversion, preliminary bank CRE loan and CMBS delinquency numbers, and stories in the office and lodging sectors. Stick around to hear our coverage of the percentage of bank loans that are on the watchlist. Episode Notes: Market data to digest (0:27) Green shoots in CMBS (6:10) Is the curve inverted? (13:07) What have interest rate spikes done to CRE historically? (15:23) Are we in a euphoric period? (21:24) Preliminary CMBS delinquencies (26:14) Lodging quick hits (29:36) Office news (34:47) Bank loan delinquencies (37:31) Green shoots (41:20) Shoutouts (45:00) Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp-llc Facebook: www.facebook.com/TreppLLC

Manus Clancy, Senior Managing Director at Trepp, spearheads the development of Commercial mortgage-backed securities (CMBS) research and commentary at the company. He established Trepp as a pioneer in offering critical information for the daily workflow of the CMBS and Commercial Real Estate (CRE) finance industries, and his expertise has won Trepp a reputation of dependability that stretches all the way up to the US Federal Reserve. Manus has served on the US and UK Investor Reporting Package Committees of the Commercial Mortgage Securities Association and is often quoted on financial matters in the Wall Street Journal and New York Times in addition to his articles written for The Handbook of Commercial Mortgage Backed Securities and Whole Loan CMOS.   Listen to the conversation between Realty Mogul's CEO, Jilliene Helman, and Manus Clancy that focuses on where the opportunities will lie in this unusual climate and on understanding what distress looks like in the CRE markets. Manus shares his thoughts on where the CRE hotspots lie and how they perform in relation to non-hotspots and when he sees the tipping point into distress happening. They also discuss the changing patterns of household formation and the impact of COVID-19 on lease renewal that Trepp sees in their current research.   “Markets that have done well attracting tech companies will continue to survive; they continue to gobble up space in epic proportion, not only for office but for multi family and retail.” - Manus Clancy   This week on The Reality Mogul Podcast: The effect of the federal stimulus on rents Which multi-family markets Manus is optimistic and pessimistic about Effect of remote working on multi-family markets Data and news from the retail markets What the numbers look like in the hospitality sector Asset classes poised to do well that Manus is excited about and why Manus' observations on the commercial CRE collateralized loan obligation market The CNBS market - how the markets works and what Manus is seeing currently Manus' predictions for the economy going forward   Connect with Manus Clancy: Trepp website Manus Clancy on LinkedIn Trepp on Facebook Trepp on Twitter   Connect with Reality Mogul: Realty Mogul Website Realty Mogul on LinkedIn Realty Mogul on Instagram Realty Mogul on Facebook Realty Mogul on Twitter