Recent Episodes
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335. Geopolitical Turbulence, AI Gold Rush, Distressed Office Opportunities, & Trading Alerts
Jun 20, 2025 – 00:51:00 -
334. CREFC Optimism, Market Uncertainty, Special Servicing Uptick & Notable Transactions
Jun 13, 2025 – 00:48:10 -
333. Trading Through Cycles: Whole Loan Market Insights with John Toohig, Raymond James
Jun 10, 2025 – 00:30:42 -
332. Jobs Jitters, Jamie Dimon's Warning, Wells Fargo Unleashed, NYC Office Market Revival, & Green Shoots Across Sectors
Jun 6, 2025 – 00:45:39 -
331. Economic Exhaustion, Office-to-Resi Momentum, CRE CLO Comeback, & Multifamily Green Shoots
May 30, 2025 – 00:45:55 -
330. Go Where the Herd Isn’t: CRE Multifamily Insights & Realities with Sam Tenenbaum, Cushman & Wakefield
May 28, 2025 – 00:39:22 -
329. America Downgraded: What Does it Mean? Appraisal Reductions and Trading Alerts Served with a Side of Optimism
May 23, 2025 – 00:52:33 -
328. Commercial Lending & Investing Through Market Changes with Red Oak CEO Gary Bechtel
May 20, 2025 – 00:34:30 -
327. Property Type Perspectives, Executive CRE Sentiment & Some Greenshoots: Trepp Connect (in NYC)
May 16, 2025 – 00:37:37 -
326. Does Slow & Steady Win the Race? Fed Holds Rates, Updated Office Stats, & A Unique Multifamily Case Study
May 9, 2025 – 00:51:13 -
325. The Macro Seesaw: Mixed Economic Signals, CMBS Issuance History, Rising Delinquencies & Industrial Sales
May 2, 2025 – 00:45:19 -
324. Unpacking Uncertainty: Economic Outlook, CMBS Origination Uptick, NYC Office Leases
Apr 25, 2025 – 00:52:36 -
323. Commercially Speaking: How Bo & Timmy Barron Make CRE Accessible
Apr 22, 2025 – 00:57:19 -
322. Data Tells All: Powell’s Play, Market Uncertainty, Loan Spreads, & CRE Transactions
Apr 18, 2025 – 00:49:09 -
321. Be Cool: Talking Tariff Reversals & CRE Implications, Special Servicing, Industrial Transactions, & More
Apr 11, 2025 – 00:56:55 -
320. From Skyscrapers to Sublets: NYC Leasing Market with Ruth Colp-Haber
Apr 8, 2025 – 00:29:57 -
319. Liberation or Uncertainty? Tariff News, CMBS Delinquencies Back Up, & CRE CLO Issuance
Apr 4, 2025 – 00:50:34 -
318. Perturbative Data: Consumer Confidence Slides, More Government Cuts, Park Ave's Persistent Premium, & Multifamily Price Points
Mar 28, 2025 – 00:52:47 -
317. From the Top: CEO Annemarie DiCola on Trepp's Evolution from CMBS Pioneer to CRE Data Leader
Mar 25, 2025 – 00:35:49 -
316. March CRE Madness: Transitory Bounce, Retail Rebound, FOMC Meeting & Trading Alerts
Mar 21, 2025 – 00:59:29 -
315. The Business of Talent & Leadership in CRE: A Conversation with Bill Ferguson
Mar 18, 2025 – 00:32:56 -
314. The Ides of March: Retail Concerns, CMBS Issuance Update, Housing Trends & Special Servicing Moves
Mar 14, 2025 – 00:41:44 -
313. Tariffs, Terminations, and...Trepidation? DOGE Plays Hide & Seek, Monthly Delinquency, & Anticipatory Value Deep Dive
Mar 7, 2025 – 00:49:25 -
312. Behind the Acquisition: Trimont’s Big Move in Commercial Mortgage Servicing with Bill Sexton, CEO
Mar 4, 2025 – 00:31:20 -
311. Mixed Signals & More Turbulence: Consumer Confidence Drops, Opportunistic CRE Deals, Data Center Signs, Valuation Trading Alerts
Feb 28, 2025 – 00:48:37 -
310. Bullish on CRE? "America's Commercial Real Estate Show" Host Michael Bull Tells All
Feb 25, 2025 – 00:28:13 -
309. The CRE Check-Up: Fed's Vital Signs, CMBS Issuance Pulse, Walmart's Flu Warning, & DOGE's Office Surgery
Feb 21, 2025 – 00:51:26 -
308. CPI Heartache: No Love for Rate Cuts, Loan Recourse 101, NYC Office Revival, & GSA Office Downsizing
Feb 14, 2025 – 00:52:22 -
307. Evolution of the B-Piece Buyer from the 90s to Today: Scott Douglass of Prime Finance
Feb 11, 2025 – 00:41:24 -
306. Tackling the Headlines: Trade, Tariffs, Office Narrative Turnaround
Feb 7, 2025 – 00:52:36 -
305. Deep-Sixed by DeepSeek? AI Disruption & Data Centers, Fed’s Patience, Trump’s Buyout Offer, & Property Stories
Jan 31, 2025 – 00:55:48 -
304. Housing Market Reality Check with MacroEdge: Inventory, Affordability & Demographics
Jan 28, 2025 – 00:44:48 -
303. Ink Meets Impact: Executive Orders, Fannie Freddie Privatization, Multifamily Data & Major Transactions
Jan 24, 2025 – 00:46:29 -
302. Taxes, Transactions, 2025 Themes: Wildfire Tax Relief, Sales Transactions, & CREFC Takeaways
Jan 17, 2025 – 00:53:22 -
301. Your 2025 REIT Playbook with David Auerbach, Hoya Capital
Jan 14, 2025 – 00:55:09 -
300. Celebrating A Milestone: Office Origination Deep Dive, Potential Fallout of CA Wildfires, and Mega Dollar Deals
Jan 10, 2025 – 00:51:35 -
299. CRE Market Context: 2025 Predictions, Delinquency Perspectives, Credit Events, & Opportunities Ahead
Jan 3, 2025 – 00:58:30 -
298. Putting a Bow on 2024: CRE Headlines & Data Behind the Narratives
Dec 27, 2024 – 00:49:43 -
297. Resiliency in 2024, Fed's Holiday Surprise, Portfolio Loans in the Special Servicing Stocking, & 2024 Wrap Up
Dec 20, 2024 – 00:56:23 -
296. Getting Eyeballs & Closing Deals: SERHANT Commercial Gives Their Perspective
Dec 17, 2024 – 00:28:28 -
295. City of Yes, Merger of Kroger & Albertsons No, Macy's Real Estate Portfolio, & Notable Property Stories
Dec 13, 2024 – 00:52:16 -
294. Opportunities Outweigh Obstacles? Look to NYC Multifamily: Behind the Scenes with Seth Glasser | Marcus & Millichap
Dec 9, 2024 – 00:40:44 -
293. Soft Landing or Hard Truth? Billion-Dollar Deals, Double-Digit Office Delinquencies & More
Dec 6, 2024 – 00:54:13 -
292. Carving up the Market: Consumer Confidence, Retail Performance Rundown, Bifurcated Office Stories, & Industrial Sales
Nov 27, 2024 – 00:54:48 -
291. Bobbing & Weaving: Blackstone Bets, Broker Fees Banned, Mayweather's Office Play, SASB Credit Stories
Nov 22, 2024 – 01:01:24 -
290. Rates are up, but so is Optimism? What the Numbers are Saying: Special Servicing Rates, Treasury Yields, CPI & Credit Stories
Nov 15, 2024 – 00:49:54 -
289. The (Swing) State of Real Estate: Election Results & CRE Impact, Fed Conundrum, Treasuries, & $100B in Issuance
Nov 8, 2024 – 00:43:57 -
288. Demystifying NY Multifamily Rent Control & Rent Stabilization with Avi Schron, Cammeby's International
Nov 4, 2024 – 00:41:08 -
287. Hope is Not a Strategy: CRE Extend & Pretend, Home Mortgage Rates, & Hot Hitting Stories
Nov 1, 2024 – 00:47:52 -
286. Bond Market Blues & CRE News: Special Servicing Transfers, Office Struggles, & Industrial Sales Transactions
Oct 25, 2024 – 00:55:21
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