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The TreppWire Podcast: A Commercial Real Estate Show
The TreppWire Podcast, A CRE Show
364 episodes
2 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 podcast@trepp.com.
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All content for The TreppWire Podcast: A Commercial Real Estate Show is the property of The TreppWire Podcast, A CRE Show and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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 podcast@trepp.com.
Show more...
Business
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362. CRE Earnings Show Market Resilience, CMBS Issuance Nears $120B, 50-Year Mortgage Debate, & More
The TreppWire Podcast: A Commercial Real Estate Show
53 minutes 40 seconds
1 week ago
362. CRE Earnings Show Market Resilience, CMBS Issuance Nears $120B, 50-Year Mortgage Debate, & More

At the time of our recording, lawmakers were racing to avert the government shutdown. In this week’s episode of The TreppWire Podcast, we break down the White House’s proposal for a 50-year mortgage and the risks it could introduce, along with the latest CEO talking points on AI investments. In commercial real estate (CRE), we look at how brokerage earnings signal market strength despite headlines focused on distress and provide an update on CMBS issuance, which is expected to surpass $120 billion. We also cover Amazon’s $700 million land purchase for future data centers and Marriott’s decision to end its licensing agreement with Sonder. In property stories, we discuss three multifamily sales, highlight a Blackstone industrial portfolio SASB deal coming to market, and review the Mall of America loan extension. Tune in now.


Episode notes:

  • Economic Update (1:32)
  • 50-year Mortgage Proposal (5:16)
  • AI Impact & Amazon’s $700M Land Purchase (12:52)
  • Sonder’s Abrupt Bankruptcy & Marriott’s Reaction (19:26)
  • CRE Brokerage Earnings (33:49)
  • CMBS Issuance Update (35:24)
  • EQT Exeter’s $132.43M Acquisition of Two Warehouses in Florida (37:43)
  • Blackstone Data Center SASB Deal (43:39)
  • Mall of America Loan Extended (46:52)
  • Programming Notes (48:47)
  • Shoutouts (50:37)


Questions or comments? Contact us at podcast@trepp.com.


Follow Trepp:

X: www.x.com/TreppWire

LinkedIn: www.linkedin.com/company/trepp

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 podcast@trepp.com.