The TreppWire Podcast: A Commercial Real Estate Show

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349. Economic Resilience vs. Headlines: Tale of Two Consumers, Record Office CMBS Delinquency, & Multifamily & Office Inflection Point?
In this week's episode of The TreppWire Podcast, we discuss retail earnings revealing a bifurcated consumer with value players like Five Below and Walmart raising guidance while restaurants struggle, and examine resilient GDP growth despite declining consumer confidence. We dive into our latest CMBS delinquency data, showing office hitting another all-time high of 11.66% and multifamily reaching a 9-year peak. We explore Starwood's $500 million industrial deal and discuss office sector momentum, including Prologis' Manhattan expansion and a unique office-to-hotel conversion proposal. We also examine multifamily transactions like Invesco's $390 million Houston portfolio financing, and apartment sales across Florida, California, and Kansas. Tune in now.Episode notes:Economic Update: Retail Earnings Analysis (1:26)Consumer Confidence Index vs. Negative Headlines (4:51)Trepp CMBS Delinquency Report (12:49)Industrial Sector: Starwood's $500M Deal (22:05)Office Sector Stories & Sales Transactions (26:57)Multifamily Financing & Sales Transactions (35:45)Programming Notes (41:59)Shoutouts (45:10)Questions or comments? Contact us at [email protected] Follow Trepp: X: www.x.com/TreppWire LinkedIn: www.linkedin.com/company/trepp
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348. Office Origination, Stagflation, Job Data Misinformation & Retail Earnings Fluctuation
In this week's episode of The TreppWire Podcast, we dive into growing economic concerns, from stagflation risks and the ongoing market uncertainty related to tariffs and Federal Reserve policy. We discuss the quality of the monthly jobs data to forecast future demand, and break down the latest retail sales data and performance, highlighting mixed earnings reports - such as Home Depot’s slight revenue dip amid elevated interest rates. Shifting to the office sector, we spotlight the upcoming October opening of J.P. Morgan’s new $3 billion headquarters and discuss how NYC office visits have, for the first time, surpassed pre-pandemic levels. We also explore the complexities of converting office buildings to residential use in NYC, share updates on office origination data across the country, and report on three notable special servicing transfers. Tune in now.Episode notes:Economic Update: Stagflation Risks (0:28)Market Uncertainties & Data Reliability (8:58)Retail Sales & Performance Overview (15:08)J.P. Morgan Headquarters Completion (20:16) Office-to Resi Conversion Challenges (24:31)Office Originations (29:06)Two Special Servicing Transfers (32:10)New Hampshire Mall Loan Transferred to Special Servicing (41:15)Programming Notes (42:56)Shoutouts (44:56)Questions or comments? Contact us at [email protected]. Follow Trepp: X: www.x.com/TreppWire LinkedIn: www.linkedin.com/company/trepp
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347. When Tides Pull Back: Finding CRE Opportunities in Supply-Demand Imbalances with Samir Tejpaul, Madison Realty Capital
In this special guest episode of The TreppWire Podcast, we are joined by Samir Tejpaul, Managing Director and Head of Capital Markets at Madison Realty Capital. Samir draws parallels between today's market and 2011 when he started his career and shares why he's bullish on 2026. He also explains Madison's approach to analyzing supply and demand imbalances to develop investment theses across different asset classes and geographies. We dive into the evolving private credit landscape, Madison's value creation lending strategy, and their headline-making $720 million office-to-residential conversion loan for the Pfizer headquarters in New York City. We also explore the shifting dynamics of the office sector, the growing momentum behind office-to-residential conversions across the country, and the importance of building long-term client relationships through market cycles. Tune in now. Episode NotesStart in Commercial Real Estate (1:32)CRE Market Evolution 2011-2025 (3:50)Strategic Demographic-Based Investment Approach (10:20)Private Credit Market Growth Outlook (16:27)Borrower Behavior Around Interest Rates (21:20)Pfizer HQ Conversion Loan Deal (24:45)Social Media's Impact on Brand Perception (32:50)Office Market Recovery and Refinancing (36:11)Questions or comments? Contact us at [email protected]. Follow Trepp: X: www.x.com/TreppWire LinkedIn: www.linkedin.com/company/trepp
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346. Back to School, Back to the Office, & Back to the (Quantum) Future of CRE
In this week’s episode of The TreppWire Podcast, we examine the Fed's challenging position amid mounting political pressure and July's noisy CPI print. We analyze CBRE's exclusive survey showing companies making unprecedented progress in getting employees back to the office, with enforcement and monitoring dramatically increasing. We dive deep into student housing performance across the top 15 metros with international students. We also explore quantum computing's emerging impact on commercial real estate demand, drawing parallels to AI's data center boom. Plus, we cover multifamily stories including a NYC migrant hotel conversion and apartment transactions in Portland and Seattle. Tune in now. Episode notes:• Economic Update: Fed Policy Pressure, CPI Data & Inflation Targets (1:57)• Back to Office: CBRE Survey on Attendance Enforcement (16:25)• Back to School: International Student Housing Market Analysis (21:54)• Back to the Future: Quantum Computing's Impact on CRE (31:25)• Multifamily Stories: NYC Hotel to Resi Conversion and Portland & Seattle Transactions (35:27)• Programming Notes (40:09)• Shoutouts (42:08)Questions or comments? Contact us at [email protected]. Follow Trepp: X: www.x.com/TreppWire LinkedIn: www.linkedin.com/company/trepp
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345. Appraisal Sector Shakeup, Lodging Capex Crunch, Multifamily Planned Liquidation & Expansion to Industrial
In this week’s episode of The TreppWire Podcast, we examine weak labor data and mixed economic signals that are fueling Fed rate cut expectations while recession probabilities remain relatively contained. We analyze the crisis at the federal appraisal regulator and explore demographic challenges in the appraisal industry. We dive deep into lodging sector performance, revealing how pandemic-era capex underinvestment correlates with loan delinquency risk across hotel property types. In multifamily, we cover Elmi Communities' portfolio sale and liquidation, and New Rochelle's affordable housing success. We examine S2 Capital's acquisition of Fort Capital's industrial platform as Chris Powers pivots toward technology and artificial intelligence. We close with mixed-use stories, including CoreWeave's data center purchase and a Houston retail complex sale. Tune in now. Episode notes:Economic Update: Jobs Report & Fed Outlook (0:28)Appraisal Industry Troubles & Demographic Crisis (10:50)Lodging Delinquencies & Capex Analysis (19:51)Multifamily: Elmi Communities Liquidation & New Rochelle Affordable Housing Success (30:54)Industrial: S2 Capital Acquires Fort Capital (37:16)Mixed-Use: CoreWeave & Bixby Acquisitions (41:47)Programming Notes (45:40)Shoutouts (46:13)Questions or comments? Contact us at [email protected]. Follow Trepp: X: www.x.com/TreppWire LinkedIn: www.linkedin.com/company/trepp
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O The TreppWire Podcast: A Commercial Real Estate Show

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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