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Artwork for The TreppWire Podcast: A Commercial Real Estate Show

The TreppWire Podcast: A Commercial Real Estate Show

The TreppWire Podcast, A CRE Show
Commercial Real Estate
Federal Reserve
Interest Rates
Inflation
New York City
Retail Sector
Office Market
Tariffs
Office Sector
Delinquency Rates
Retail Sales
Data Centers
CMBS
Covid-19
Multifamily Sector
Multifamily Housing
Labor Market
Artificial Intelligence
Hurricane Milton
Blackstone

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 o... more

PublishesTwice weeklyEpisodes405Founded6 years ago
Number of ListenersCategory
Business

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Artwork for The TreppWire Podcast: A Commercial Real Estate Show

Latest Episodes

In this week’s episode of the TreppWire Podcast, we mark 250 years of American commercial real estate with a special Fourth of July deep dive into the original 13 colonies and how their markets evolved. We also spotlight three historic properties sti... more

In this special guest episode of the TreppWire Podcast, we are joined by David Harrison, Chief Operating Officer and Head of Special Servicing at Midland Loan Services, for a discussion on commercial real estate servicing and market dynamics. David s... more

In this week’s episode of the TreppWire Podcast, we examine what is becoming one of the defining themes of today's commercial real estate market: capital is still available, but it is moving far more selectively. We break down the Federal Reserve’s i... more

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In this week's episode of The TreppWire Podcast, we discuss Kevin Warsh's first FOMC meeting as Fed Chair and what the potential end of forward guidance means for CRE investors. We also examine Apollo's decision to wind down ARI, revisit key themes f... more

Key Facts

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Recent Guests

Scott Rechler
Chairman and CEO, RXR
RXR
Episode: 402. The New Reality: Warsh's Fed, CRE Disruption, Apollo's Exit, & Credit Risk Transfer 101
Scott Reckler
CEO of RXR
RXR
Episode: 396. Inside Trepp Connect: Capital Deployment, the Lending Reset & CRE’s Emerging Divide Amid AI and Data Center Growth
Victor Kalanog
Speaker at Trepp Connect conference
Trepp
Episode: 396. Inside Trepp Connect: Capital Deployment, the Lending Reset & CRE’s Emerging Divide Amid AI and Data Center Growth
Bill Sexton
CEO of Trimont
Trimont
Episode: 396. Inside Trepp Connect: Capital Deployment, the Lending Reset & CRE’s Emerging Divide Amid AI and Data Center Growth
Chad Lavender
President of Capital Markets for North America at Newmark
Newmark
Episode: 393. Debt Liquidity, Senior Housing's Surge, and the 2026 CRE Outlook with Chad Lavender of Newmark
Justin Kennedy
Co-founder and managing partner of 3650 Capital
3650 Capital
Episode: 391. Justin Kennedy of 3650 Capital on Dispersion, Demand Shifts, and the New CRE Market
Mike McDonald
Senior managing director, JLL Capital Markets Americas
JLL Capital Markets
Episode: 389. Why Smart Capital Is Still Betting on Office with Mike McDonald, JLL Capital Markets
Anne-Marie DiCola
CEO of Trepp
Trepp
Episode: 386. Escalate to De-Escalate: Bank Capital & Lending Shifts, CRE Fundraising, Construction Cost Pressures, & More
Catherine Sierakowski
Managing Director and Group Head of Corporate Banking North American Real Estate at BMO Capital Markets
BMO Capital Markets
Episode: 386. Escalate to De-Escalate: Bank Capital & Lending Shifts, CRE Fundraising, Construction Cost Pressures, & More

Hosts

Hailey Keen
Host, with Trepp; introduces and guides segments
Lonnie Hendry
Chief Product Officer, Trepp; guides conversations and questions
Stephen Bushbaum
Head of Applied Research and Analytics, Trepp; data-driven analysis and hosts segments
Carly Cento
Host of The TreppWire Podcast; contributes to show format

Reviews

4.9 out of 5 stars from 471 ratings
  • Amazing CRE Content

    Helps me so much

    Apple Podcasts
    5
    jradomsk19
    United States21 days ago
  • Great Podcast

    Consistently insightful and easy to follow. Great way to stay on top of CRE markets - highly recommend

    Apple Podcasts
    5
    RMCBulldog21
    United States3 months ago
  • Great & relaxing podcast

    Really enjoy the content and back and forth discussions. The subtle jokes are appreciated also! Voices are very relaxing and great to listen to before napping.

    Apple Podcasts
    5
    Bloomberg_Fan
    Canada7 months ago
  • Awesome podcast

    Great insights weekly. The TreppCRE podcast is a must-listen for anyone in commercial real estate! The hosts do an amazing job breaking down complex market trends in a way that’s both insightful and approachable. I really appreciate how they cover everything from CMBS and CRE to broader economic themes. always with great data and perspective. It’s become part of my weekly routine to stay informed. Highly recommend!

    Apple Podcasts
    5
    TTCRE
    United States8 months ago
  • Great Info!

    Love this podcast!! Great way to start my Friday and get information on the CRE market. Keep it up!

    Apple Podcasts
    5
    CREwiz7
    United States8 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners consistently praise data-driven market color and clear explanations of complex CRE topics.
Some critics note changes in hosts or tone as a negative after personnel shifts.
Positive feedback highlights on Lonnie and the data-heavy, practical approach.

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Talking Points

Recent interactions between the hosts and their guests.

393. Debt Liquidity, Senior Housing's Surge, and the 2026 CRE Outlook with Chad Lavender of Newmark
Q: What should investors focus on in underwriting today?
Underwriters should prioritize in-place cash flows, asset fundamentals, and tailwinds, while evaluating the sponsor's alignment, market fit, and the realism of their business plan, leveraging the bank's global and micro-market perspectives to stress-test scenarios.
393. Debt Liquidity, Senior Housing's Surge, and the 2026 CRE Outlook with Chad Lavender of Newmark
Q: What differentiates this cycle from the GFC, particularly regarding debt liquidity?
The industry has seen a much larger and more diverse pool of debt and equity, with cross-border and high-net-worth capital, enabling more financing options and liquidity than during the GFC, which was marked by a liquidity crunch in banks and CMBS.
393. Debt Liquidity, Senior Housing's Surge, and the 2026 CRE Outlook with Chad Lavender of Newmark
Q: How did Chad get started in commercial real estate and end up at Newmark?
Chad describes a two-decade path starting with internships in Dallas, a focus on high-rise development, and a pivot to senior housing within an environment of GFC-driven caution, ultimately joining HFF and later Newmark to build a leading practice around the full capital stack.
391. Justin Kennedy of 3650 Capital on Dispersion, Demand Shifts, and the New CRE Market
Q: What problems are sponsors calling 3650 to solve in today's market, and where are the main disruptions—refinancing maturity or capital structure?
The guest explains three distinct investment vehicles addressing different market niches: stable cash-flow/conduit-like lending with an equity tilt, RECS with construction/mezzanine/flexible facilities, and special situations for opportunistic credit; the emphasis is on managing through refinancings, restructurings, and leveraging bespoke capital to fit borrower needs.
380. How Larry Connor Built a Multi-Billion-Dollar Multifamily Machine
Q: Looking back after more than three decades, what's maybe changed the most for you and the industry, and what has stayed more or less a constant?
Larry explains the importance of customer satisfaction and the fundamentals of real estate that have remained constant.

Audience Metrics

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Frequently Asked Questions About This Podcast

What is This Podcast about and what kind of topics does it cover?

The show delivers weekly, data-driven analysis of commercial real estate, structured finance, and banking with a strong focus on market signals, liquidity, and policy impact. Episodes frequently cover interest-rate trends, capital markets dynamics, data center growth, office and retail sentiment, and prominent CRE headlines, often featuring guests who provide macro context, underwriting insights, or asset-class-specific perspectives. Noteworthy strengths include deep Trepp data integration, practical takeaways for lenders and investors, and a track record of hosting senior industry voices to unpack complex market moves. The format tends to blend rigorous analytics with accessible commentary, making it valuable for professionals who need tim... more

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1. The Weekly Take from CBRE
2. The Rent Roll with Jay Parsons
3. The Walker Webcast
4. The Promote Podcast
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this podcast launched 6 years ago and published 405 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on this podcast?

Recent guests on this podcast include:

1. Scott Rechler
2. Scott Reckler
3. Victor Kalanog
4. Bill Sexton
5. Chad Lavender
6. Justin Kennedy
7. Mike McDonald
8. Anne-Marie DiCola

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