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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
Tariffs
Office Market
Office Sector
Delinquency Rates
Retail Sales
Data Centers
CMBS
Covid-19
Multifamily Sector
Multifamily Housing
Labor Market
Hurricane Milton
Blackstone
Jobless Claims

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 weeklyEpisodes395Founded6 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 unpack the latest macro uncertainties shaping markets, from the Federal Reserve’s rate outlook to the potential transition to a Warsh-led Fed. We also share a 101 on Trimmed Mean PCE, explaining how... more

In this special guest episode of The TreppWire Podcast, we sit down with Chad Lavender, President of Capital Markets for North America at Newmark, to unpack how credit, liquidity, and pricing have recalibrated through the 2025 maturity wave and what ... more

In this week's episode of The TreppWire Podcast, we examine the selective stabilization theme shaping CRE in 2026, with strong retail sales and pending home sales pointing to forward motion even as affordability still caps housing. We break down Blue... more

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In this special guest episode of The TreppWire Podcast, we’re joined by Justin Kennedy, Co-Founder and Managing Partner of 3650 Capital, to discuss the state of commercial real estate (CRE) through the lens of nearly three decades of experience. Just... more

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Recent Guests

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
Scott Reckler
Chairman and CEO of RXR, influential voice in CRE
RXR
Episode: 386. Escalate to De-Escalate: Bank Capital & Lending Shifts, CRE Fundraising, Construction Cost Pressures, & More
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
Nishant Nidala
Partner at Derby Lane
Derby Lane
Episode: 386. Escalate to De-Escalate: Bank Capital & Lending Shifts, CRE Fundraising, Construction Cost Pressures, & More
Bliss Morris
Founder and CEO of First Financial Network
First Financial Network
Episode: 386. Escalate to De-Escalate: Bank Capital & Lending Shifts, CRE Fundraising, Construction Cost Pressures, & More
Prashant Kamath
Director of Real Estate Valuation and Advisory Services at Holohan Loki
Holohan Loki
Episode: 386. Escalate to De-Escalate: Bank Capital & Lending Shifts, CRE Fundraising, Construction Cost Pressures, & More

Host

Haley Keene
Haley Keene is a prominent co-host, known for her engaging discussions and industry insights related to commercial real estate market trends, property economics, and financial regulations, alongside her fellow hosts.

Reviews

4.9 out of 5 stars from 465 ratings
  • Great Podcast

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

    Apple Podcasts
    5
    RMCBulldog21
    United States21 days 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
    Canada5 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 States6 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 States6 months ago
  • Great information well presented!

    Extremely helpful updates for commercial real estate professionals. Entertaining and engaging!

    Apple Podcasts
    5
    Trepp review
    United States6 months ago

Listeners Say

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

Listeners appreciate the show for its insightful and comprehensive analysis of commercial real estate trends.
Several reviews highlight the valuable data-driven insights and practical advice shared during episodes.
The podcast has been noted for its high-quality guest interviews from industry experts and leaders.
Some listeners expressed dissatisfaction with recent changes in the host lineup, affecting their experience.
The engaging delivery of the hosts makes complex topics more approachable for listeners.

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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?

Focused on the commercial real estate sector and structured finance, this show provides insightful analysis of trends and developments affecting the market. Listeners can expect a mix of expert commentary and discussions with prominent industry figures, ensuring they stay informed about the latest economic indicators, regulatory changes, and market shifts. The content ranges from inflation and interest rates to multifamily housing challenges and retail market dynamics, providing a comprehensive view of the various facets of commercial real estate. This podcast stands out for its in-depth exploration of data-driven insights and real-world applications, making it a valuable resource for professionals seeking to navigate this complex landscape... more

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1. The Weekly Take from CBRE
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3. The Rent Roll with Jay Parsons
4. The Promote Podcast
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this podcast launched 6 years ago and published 395 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. Chad Lavender
2. Justin Kennedy
3. Mike McDonald
4. Scott Reckler
5. Anne-Marie DiCola
6. Catherine Sierakowski
7. Nishant Nidala
8. Bliss Morris

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