The TreppWire Podcast: A Commercial Real Estate Show

• 359. CRE Playbook: Navigating the Shutdown, AWS Outage & AI Shifts, and Bad Bank Loans?

  The government is still shut down and the markets are awaiting a delayed inflation report. While this doesn’t sound like new news, in this week’s episode of The TreppWire Podcast, we give it all a real estate spin – what do the happenings in the macro landscape really mean in the context for the commercial real estate (CRE) market. We dive into the Amazon Web Services (AWS) outage and its implications for infrastructure risk, followed by a breakdown of major developments in AI, including OpenAI’s launch of its new browser and growing concerns about AI replacing white-collar jobs. In banking news, we break down Zion’s $1 billion drop in valuation in a single day and discuss what has changed since. We close with some deals and loan performance changes at properties across the country. Tune in now.  Episode notes: • Economic Update: CRE Playbook (0:29)• AWS Outage & AI Shifts (12:36)• Zions Bancorporation: Bad Loans? (27:19)• $126.5M Dallas Office Building Purchase (38:28)• Value of New Hampshire Mall Slashed (44:24)• Chicago Apartment Property Sold for $54M (45:51)• Programming Notes (50:16)• Shoutouts (52:06)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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• 358. Beige Book Insights, CMBS Lending Leaders, Data Center Risks, Walmart’s AI Move & NYC’s Office Comeback

  In this week’s episode of The TreppWire Podcast, we unpack the ripple effects of the government shutdown and discuss how the Beige Book has gained importance amid the economic data drought. We highlight Trepp’s projection of over $123 billion in private-label CMBS issuance for 2025 and preview our September CMBS Special Servicing report, where the rate climbed to 10.65%—the highest since May 2013. We break down Q3 earnings from major banks and do a “Digging Through the Data” segment on the top CRE lenders of 2025. We also explore national security concerns tied to concentrated data center cluster and examine Walmart’s integration with ChatGPT, a move that could reshape how consumers interact with AI. In our CRE roundup, we spotlight NYC’s leasing boom - now at a 19-year high - and discuss SL Green’s acquisition of Park Avenue Tower. Tune in now.  Episode notes: Economic Update: Government Shutdown & Beige Book (0:42)CMBS Issuance: Trepp Projecting $123B (15:13)Most Active CRE Lenders of 2025 (17:44)September Special Servicing Report (21:15)Data Center Clusters & Security (22:55)Walmart ChatGPT Integration (28:47)CBRE NYC Leasing Report (38:08)SL Green Purchasing Park Avenue Tower (40:49)Programming Notes (42:58)Shoutouts (44:25) 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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• 357. Shutdown? Maybe in DC… CMBS Issuance Surges, Bank Consolidation, Office Recapitalization

  In this week’s episode of The TreppWire Podcast, we break down the U.S. government still being shut down and what it means for economic data releases being paused the longer it drags on. We unpack the September Fed meeting minutes, which revealed a split among policymakers following last month’s 25-basis-point rate cut. We dive into Q3 CMBS issuance trends and explore how the current pace could make 2025 the most active year for issuance since 2007, when $230.5 billion was issued. In banking news, we spotlight Fifth Third’s acquisition of Comerica, a deal that would create the ninth-largest U.S. bank and potentially reshape the regional lending landscape. In the commercial property segment, we highlight RXR’s $1.45 billion Midtown recapitalization, a major office-to-residential conversion near Penn Station, Crescent Real Estate’s purchase of a Dallas office building, and more. Tune in now.Episode notes: • Economic Update: Government Still Shutdown (1:37)• Implications for CRE (10:28)• FOMC Meeting Minutes & Economic Data (12:56)• Q3 CMBS Issuance & Projections (16:49)• Fifth Third to buy Comerica (24:01)• RXR $1.4B Midtown Recapitalization (31:36)• Office-to-Resi Conversion Near Penn Station (36:50)• Crescent Real Estate Buys Dallas' 2000 McKinney Office (39:26)• Programming Notes (41:53)• Shoutouts (43:21)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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• 356. What This Week Means for CRE: Government Shutdown, AI’s Impact on Employees, CMBS Delinquency Rate Pulls Back, Bank Data Insights & More

  In this week’s episode of The TreppWire Podcast, we analyze what recent developments mean for commercial real estate (CRE), starting with the U.S. government shutdown. We explore its potential economic impact, how long it could last, and what historical shutdowns suggest for CRE. We continue the ongoing conversation about AI, including Accenture layoffs, and Citi’s employee training. Next, we break down our latest CMBS Delinquency Report, which saw the September 2025 overall rate decreasing for the first time since February, and preview Trepp’s Anonymized Loan Level Repository (T-ALLR) Q2 2025 report, sharing signs from bank data. We also cover a trading alert on an outlet loan transferred to special servicing, IKEA’s expansion into Manhattan, continued happenings at Westfield San Francisco Centre, BlackRock’s lease expansion at its Hudson Yards headquarters, and more. Tune in now.Episode notes: • Economic Update: U.S. Government Shutdown (1:33)• AI Discussion: Accenture Layoffs, Citi Training (11:27)• Trepp September CMBS Delinquency Report (22:14)• T-ALLR Q2 2025 Report Preview (25:28)• Outlet Loan Heads to Special Servicing (29:42)• Retail: IKEA’s expansion in Manhattan (34:36)• Westfield San Francisco Center (37:05)• Labubu Times Square Store (39:49)• BlackRock Hudson Yards HQ Expansion (43:53)• Programming Notes (45:06)• Shoutouts (46:56)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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• 355. The Markets Keep Moving: Office Bright Spots, Compass’ $1.6B Merger Reshapes Resi, Recapture Explained, & Trepp Trading Alerts

  Is office a good investment alternative? In this week’s episode of The TreppWire Podcast, we break it down, spotlighting growing demand for high-end CBD space even amid ongoing distress. We dive into Compass’ $1.6 billion acquisition of Anywhere and its potential impact on the broader residential brokerage landscape, along with August’s new home sales data. Responding to a listener question, we explain the concept of “recapture,” exploring how depreciation factors into decisions to hand back the keys. Plus, we share fresh September data-filled office trading alerts, opportunities in student housing, and the acquisition of Toll Brothers’ apartment platform. Tune in now.Episode notes: Economic Update: Office Opportunities (0:28)Compass Acquisition of Anywhere (8:40)New Home Sales Surged 20.5% (15:57)Listener Question: Recapture Deep Dive & One Big Beautiful Bill (21:13)Latest Office Trading Alerts (28:16)Augusta, GA Mall Loan Sent to Special Servicing (36:36)Kennedy Wilson Acquiring Toll Brothers Apartment Platform (38:19)Programming Notes: Upcoming Trepp Webinars (46:02)Shoutouts (49:44)Questions or comments? Contact us at [email protected]. Follow Trepp: X: www.x.com/TreppWire LinkedIn: www.x.com/TreppWire

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