The TreppWire Podcast: A Commercial Real Estate Show
322 episodes - English - Latest episode: 3 days ago -Leveraging Trepp’s market expertise and proprietary data sets, The TreppWire Podcast enables listeners to stay up-to-date on all things commercial real estate, structured finance and banking.
Featuring Trepp subject matter experts and guests from across the industry, the weekly podcast explores how recent events have impacted both the markets and the daily lives of market participants.
Questions or comments? Please contact us at [email protected].
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Episodes
Making Sense of the Retail Market with Jan Kniffen
June 02, 2020 00:00 - 31 minutes - 42.5 MBIn this special episode of The TreppWire Podcast, we welcome Jan Kniffen, CEO of J Rogers Kniffen Worldwide. As a retail consultant and a former retail executive with decades of experience in the industry, Mr. Kniffen helps us make sense of the current state of retail, its future in a post-COVID world, and potential opportunities in the market. Episode Notes: How will department stores and other non-essential retailers weather this downturn? (2:55) What’s the future for regional department ...
11. Making Sense of the Retail Market with Jan Kniffen
June 01, 2020 00:00 - 31 minutes - 42.5 MBIn this special episode of The TreppWire Podcast, we welcome Jan Kniffen, CEO of J Rogers Kniffen Worldwide. As a retail consultant and a former retail executive with decades of experience in the industry, Mr. Kniffen helps us make sense of the current state of retail, its future in a post-COVID world, and potential opportunities in the market. Episode Notes: How will department stores and other non-essential retailers weather this downturn? (2:55) What’s the future for regional department ...
Two Schools of Thought on the Future of Office, Borrower Relief Options, CRE Delinquencies
May 29, 2020 00:00 - 46 minutes - 64.2 MBWe discuss borrower relief options, the two schools of thought on the future of office space, the newest data on CMBS delinquencies, the retail consumer, the ramifications of a big CLO buyer pulling out (for now), and our excitement for the reopening of both Disney World and the NHL. Episode Notes: Signs of hope in the market (0:53) CMBS delinquencies continue to rise (7:44) How borrowers can potentially seek relief (12:33) Where will the future retail consumer be? (14:49) Is office-centric...
10. Two Schools of Thought on the Future of Office, Borrower Relief Options, CRE Delinquencies
May 28, 2020 00:00 - 46 minutes - 64.2 MBWe discuss borrower relief options, the two schools of thought on the future of office space, the newest data on CMBS delinquencies, the retail consumer, the ramifications of a big CLO buyer pulling out (for now), and our excitement for the reopening of both Disney World and the NHL. Episode Notes: Signs of hope in the market (0:53) CMBS delinquencies continue to rise (7:44) How borrowers can potentially seek relief (12:33) Where will the future retail consumer be? (14:49) Is office-centric...
Digging into CMBX and Store Closures, New Performance Data on Lodging, Retail and Multifamily
May 22, 2020 00:00 - 37 minutes - 51.9 MBWe dig into bets on the CMBX index, retail performance and store closings, the new wave of CMBS servicer data for lodging and retail, self-storage’s status as a “recession-resistant business,” the outlook for student housing, and the quality of leveraged loan covenants. Episode Notes: A look at retail performance and store closings (2:30) The new wave of CMBS servicer data for lodging and retail (6:49) Digging into bets on the CMBX index (11:56) Is self-storage a “recession-resistant busine...
9. Digging into CMBX and Store Closures, New Performance Data on Lodging, Retail and Multifamily
May 21, 2020 00:00 - 37 minutes - 51.9 MBWe dig into bets on the CMBX index, retail performance and store closings, the new wave of CMBS servicer data for lodging and retail, self-storage’s status as a “recession-resistant business,” the outlook for student housing, and the quality of leveraged loan covenants. Episode Notes: A look at retail performance and store closings (2:30) The new wave of CMBS servicer data for lodging and retail (6:49) Digging into bets on the CMBX index (11:56) Is self-storage a “recession-resistant busine...
The Impact of COVID-19 on CRE Valuations, the Next Wave of Delinquencies, New CMBS Issuance
May 15, 2020 00:00 - 45 minutes - 62.7 MBWe welcome Lonnie Hendry, VP of CRE Product Management at Trepp, to examine the impact of COVID-19 on CRE property valuations. We also discuss fresh servicer data that shows increases in hotel and retail delinquencies, new CMBS issuance and what it means for the market, commercial mortgage investment returns for life insurance companies, and revisions to the TALF program to include a broader range of leveraged loans. Episode Notes: New CMBS issuance and what it means for the market (2:12) Mo...
8. The Impact of COVID-19 on CRE Valuations, the Next Wave of Delinquencies, New CMBS Issuance
May 14, 2020 00:00 - 45 minutes - 62.7 MBWe welcome Lonnie Hendry, VP of CRE Product Management at Trepp, to examine the impact of COVID-19 on CRE property valuations. We also discuss fresh servicer data that shows increases in hotel and retail delinquencies, new CMBS issuance and what it means for the market, commercial mortgage investment returns for life insurance companies, and revisions to the TALF program to include a broader range of leveraged loans. Episode Notes: New CMBS issuance and what it means for the market (2:12) Mo...
Assessing CRE Risk, The Next Steps for Hotel Loans, The Future of Retail and the Amazon Effect
May 08, 2020 00:00 - 41 minutes - 56.2 MBMore than half of the states are now moving toward a reopening, but we’re still dealing with news of increased infections and economic data that tells us we have a long way to go toward a recovery. Jobless claims fell slightly to 3.2 million last week and the markets reacted positively to that slight decline. In all, more than 33 million are out of work and with lockdowns lifted, all eyes in the CRE world are on retail and lodging performance. In this week’s episode, we discuss how we asses...
7. Assessing CRE Risk, The Next Steps for Hotel Loans, The Future of Retail and the Amazon Effect
May 07, 2020 00:00 - 41 minutes - 56.2 MBMore than half of the states are now moving toward a reopening, but we’re still dealing with news of increased infections and economic data that tells us we have a long way to go toward a recovery. Jobless claims fell slightly to 3.2 million last week and the markets reacted positively to that slight decline. In all, more than 33 million are out of work and with lockdowns lifted, all eyes in the CRE world are on retail and lodging performance. In this week’s episode, we discuss how we asses...
The Rise in CRE Delinquencies, What the Smart Money is Looking at, Signs of Life in Corporate Loans
May 01, 2020 00:00 - 38 minutes - 51.9 MBThis week, we discuss the rise in CRE delinquencies and the new way to interpret the numbers, what the smart money is looking at, the ongoing challenges in lodging, and signs of life in the corporate loan market, among many other things. Episode Notes: The scorecard for the CMBS and CRE industries (0:58) A look at REIT earnings (6:20) The rise in CMBS delinquencies (11:59) What the smart money is looking at (13:33) New numbers from Fannie and Freddie (16:04) What's the future of co-working?...
6. The Rise in CRE Delinquencies, What Smart Money is Looking at, Signs of Life in Corporate Loans
April 30, 2020 00:00 - 38 minutes - 51.9 MBThis week, we discuss the rise in CRE delinquencies and the new way to interpret the numbers, what the smart money is looking at, the ongoing challenges in lodging, and signs of life in the corporate loan market, among many other things. Episode Notes: The scorecard for the CMBS and CRE industries (0:58) A look at REIT earnings (6:20) The rise in CMBS delinquencies (11:59) What the smart money is looking at (13:33) New numbers from Fannie and Freddie (16:04) What's the future of co-working?...
The Coming Wave of Distressed Assets, the Week in Retail and CMBX, More CLO Downgrades
April 24, 2020 00:00 - 40 minutes - 55.3 MBMost CRE landlords who missed their April 1st payments have a 30 day grace period, but our preliminary data shows that 11%+ of CMBS loans will be 30 days delinquent when that grace period elapses, which would surpass the highest level hit during the Great Recession. We discuss the effect of oil prices on the broader market, the coming wave of distressed assets, forbearance requests, the week in retail and CMBX, CLO downgrades and more. Episode Notes: How will the drop in oil prices affect t...
5. The Coming Wave of Distressed Assets, the Week in Retail and CMBX, More CLO Downgrades
April 23, 2020 00:00 - 40 minutes - 55.3 MBMost CRE landlords who missed their April 1st payments have a 30 day grace period, but our preliminary data shows that 11%+ of CMBS loans will be 30 days delinquent when that grace period elapses, which would surpass the highest level hit during the Great Recession. We discuss the effect of oil prices on the broader market, the coming wave of distressed assets, forbearance requests, the week in retail and CMBX, CLO downgrades and more. Episode Notes: How will the drop in oil prices affect t...
Sharp Increase in Non-Payment on Hotel and Retail Loans, Bank Earnings, Downgrade Risk in CLOs
April 17, 2020 00:00 - 30 minutes - 41.3 MBWe discuss the sharp increase in non-payment on hotel and retail loans, the discouraging macroeconomic data, takeaways from bank earnings reports, downgrade risk in CLOs, and what we're doing to keep our sanity. Episode Notes: The discouraging economic data (00:52) Takeaways from bank earnings reports (02:23) The sharp increase in non-payment on hotel and retail loans (07:20) How are CMBS servicers and borrowers dealing with forbearance requests? (10:48) The outlook for the multifamily and ...
4. Sharp Increase in Non-Payment on Hotel and Retail Loans, Bank Earnings, Downgrade Risk in CLOs
April 16, 2020 00:00 - 30 minutes - 41.3 MBWe discuss the sharp increase in non-payment on hotel and retail loans, the discouraging macroeconomic data, takeaways from bank earnings reports, downgrade risk in CLOs, and what we're doing to keep our sanity. Episode Notes: The discouraging economic data (00:52) Takeaways from bank earnings reports (02:23) The sharp increase in non-payment on hotel and retail loans (07:20) How are CMBS servicers and borrowers dealing with forbearance requests? (10:48) The outlook for the multifamily and ...
Predictions for the Economic Recovery, Potential Concerns in CMBS, A Look at Student Housing
April 09, 2020 00:00 - 23 minutes - 32.3 MBIn this week's episode, Manus Clancy, Senior Managing Director at Trepp, and Joe McBride, Head of CRE Finance at Trepp, discuss their predictions for the economic recovery, potential concerns in the CMBS market, the impact of COVID-19 on student and senior housing, CLO prices in the oil and gas sector, and everything else newsworthy from the week. Episode Notes: Predictions for the economic recovery (0:39) (0:39) Potential concerns in the CMBS market? (4:30) A look at student and senior hou...
3. Predictions for the Economic Recovery, Potential Concerns in CMBS, A Look at Student Housing
April 08, 2020 00:00 - 23 minutes - 32.3 MBIn this week's episode, Manus Clancy, Senior Managing Director at Trepp, and Joe McBride, Head of CRE Finance at Trepp, discuss their predictions for the economic recovery, potential concerns in the CMBS market, the impact of COVID-19 on student and senior housing, CLO prices in the oil and gas sector, and everything else newsworthy from the week. Episode Notes: Predictions for the economic recovery (0:39) (0:39) Potential concerns in the CMBS market? (4:30) A look at student and senior hou...
Forecasting Retail and Lodging Performance, The "Big Short" against CMBX 6, Hidden Risks in CRE
April 02, 2020 00:00 - 32 minutes - 44.9 MBIn this week's episode, Manus Clancy, Senior Managing Director at Trepp, and Joe McBride, Head of CRE Finance at Trepp, discuss the challenges of forecasting retail and lodging performance, the "Big Short" against CMBX 6, hidden risks in CRE, and everything else newsworthy from the last week. Episode Notes: How is the stimulus bill going to move the market? (0:38) How is all of this affecting the CMBS market? (4:51) Forecasting the impact to retail and lodging (7:14) Carl Icahn's "Big Short...
2. Forecasting Retail and Lodging Performance, The "Big Short" against CMBX 6, Hidden Risks in CRE
April 01, 2020 00:00 - 32 minutes - 44.9 MBIn this week's episode, Manus Clancy, Senior Managing Director at Trepp, and Joe McBride, Head of CRE Finance at Trepp, discuss the challenges of forecasting retail and lodging performance, the "Big Short" against CMBX 6, hidden risks in CRE, and everything else newsworthy from the last week. Episode Notes: How is the stimulus bill going to move the market? (0:38) How is all of this affecting the CMBS market? (4:51) Forecasting the impact to retail and lodging (7:14) Carl Icahn's "Big Short...
What Happened This Week? The Impact of COVID-19 on CRE, CMBS and CLOs
March 26, 2020 00:00 - 25 minutes - 9.78 MBIn this week's episode, Manus Clancy, Senior Managing Director at Trepp, and Joe McBride, Head of CRE Finance at Trepp, discuss the impact of COVID-19 on different aspects of the CRE, CMBS and CLO markets. Episode Notes: The Big Picture: What’s at Stake in CRE? (0:41) The Impact of COVID-19 on Hotels (4:49) The COVID-19 crisis compared to the 2008 financial crisis (9:53) What’s going on in the world of CMBS? (15:35) Why CLOs are more at-risk (17:34) Potential long-term effects on CRE (19:01)
1. What Happened This Week? The Impact of COVID-19 on CRE, CMBS and CLOs
March 25, 2020 00:00 - 25 minutes - 9.78 MBIn this week's episode, Manus Clancy, Senior Managing Director at Trepp, and Joe McBride, Head of CRE Finance at Trepp, discuss the impact of COVID-19 on different aspects of the CRE, CMBS and CLO markets. Episode Notes: The Big Picture: What’s at Stake in CRE? (0:41) The Impact of COVID-19 on Hotels (4:49) The COVID-19 crisis compared to the 2008 financial crisis (9:53) What’s going on in the world of CMBS? (15:35) Why CLOs are more at-risk (17:34) Potential long-term effects on CRE (19:01)