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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
Data Centers
Delinquency Rates
Retail Sales
CMBS
Covid-19
Multifamily Sector
Multifamily Housing
Artificial Intelligence
Labor Market
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 weeklyEpisodes420Founded6 years ago
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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 break down the latest moves in rates and capital markets as the 10-year Treasury approaches 5%. We discuss what higher long-term yields mean for CRE and why capital continues to move despite the hig... more

In this special guest episode of the TreppWire Podcast, we sit down with Catherine Sierakowski, Managing Director & Group Head of Corporate Banking, North American Real Estate at BMO Capital Markets. Catherine reflects on her nearly 20-year career at... more

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In this week’s episode of The TreppWire Podcast, we break down the latest PCE inflation data and what the fine print could mean for rates, plus new Canadian tariffs and another potential hit to construction costs. We also cover Dick’s Sporting Goods’... more

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In this week's episode of The TreppWire Podcast, we unpack a volatile week in the bond market as the 30-year Treasury yield climbed above 5.3%, Treasury Secretary Scott Bessent stepped in with expanded long-term buybacks, and much of the initial mark... more

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Recent Guests

Larry Kravetz
Head of US Commercial Real Estate and CNBS at Nomura
Nomura
Episode: 413. Inside Nomura's Return to CRE Finance with CMBS Industry Icon Larry Kravetz
Marty Allen
Head of Capital Markets, Grandbridge Real Estate Capital (Truist)
Grandbridge Real Estate Capital
Episode: 409. The Next Phase of CRE Capital Markets with Marty Allen of Grandbridge Real Estate Capital
Justin Stein
Executive Vice President and Chief Revenue Officer at Tanger
Tanger
Episode: 407. Retail Isn't Dead, It's Evolving: From Outlet Centers to Lifestyle Destinations with Tanger’s Justin Stein
David Harrison
Chief Operating Officer and Head of Special Servicing at Midland Loan Services
Midland Loan Services (PNC Real Estate)
Episode: 404. Special Servicing in 2026: Office Workouts, Extensions, & CRE Stress with David Harrison of Midland Loan Services
Scott Rechler
Chairman and CEO of RXR
RXR
Episode: 401. Scott Rechler, Chairman & CEO of RXR: CRE Investing In the "Age of Disruption" | Live at Trepp Connect (in NYC)
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

Hosts

Haley Keen
Trepp data and analytics expert with hosting experience across multiple TreppWire episodes
Lonnie Hendry
Chief Product Officer; frequent co-host and industry commentator
Stephen Bushbaum
Head of Applied Research and Analytics; co-host with a research focus

Reviews

4.9 out of 5 stars from 482 ratings
  • Amazing CRE Content

    Helps me so much

    Apple Podcasts
    5
    jradomsk19
    United States3 months 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 States5 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
    Canada9 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 States10 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 States10 months ago

Listeners Say

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

Listeners praise guest variety and in-depth discussions, though some episodes with changes in lineup receive mixed reactions.
Hosts bring clear market context and credible guests; high-quality data storytelling.
Shows strong data-driven CRE analysis with practical takeaways.

Talking Points

Recent interactions between the hosts and their guests.

416. The Bond Market Bites Back: Treasury Intervention, AI’s $3 Trillion Bet, Office Loans Below Breakeven, & Forced CRE Sales
Q: Do you think we're going to get a rate hike at the next Fed meeting?
The consensus seems to lean toward a rate hike being the more likely near-term move, though the softer inflation data could argue for a pause; in practice, the balance of risks suggests there could be a modest increase, rather than an outright cut.
413. Inside Nomura's Return to CRE Finance with CMBS Industry Icon Larry Kravetz
Q: Walk us through how you got started in the industry and what led you to your current role?
A long, winding path from college economics to management training, then real estate finance, with pivotal stints at Lehman, Barclays, and finally Nomura shaping a full-service CRE platform.
409. The Next Phase of CRE Capital Markets with Marty Allen of Grandbridge Real Estate Capital
Q: What is the value add for servicing in this market?
Servicing delivers value through monitoring, early intervention, and execution. By moving quickly from surveillance to action, servicers can structure solutions, preserve optionality, and reduce losses by engaging borrowers earlier than in traditional post-default resolutions.
404. Special Servicing in 2026: Office Workouts, Extensions, & CRE Stress with David Harrison of Midland Loan Services
Q: What could make the process smoother or better, and is there a messaging issue to change?
Better upfront education for borrowers about PSA and servicing processes, increased transparency with investors, and more proactive, early communication from borrowers with a plan and capital actions can improve outcomes.
404. Special Servicing in 2026: Office Workouts, Extensions, & CRE Stress with David Harrison of Midland Loan Services
Q: Talk to us about how you got your start in commercial real estate finance, and what led you to your role at Midland.
David describes a non-traditional path into CRE finance, starting in Archon/Goldman Sachs CRE investments, moving through Fitch CNBS ratings, and transitioning into servicing around the 2009 crisis, ultimately joining Midland where he focuses on macro operational performance and special servicing.

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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 provides data-driven, market-focused analysis of commercial real estate, structured finance, and banking, with a steady stream of data points, macro context, and live notes from Trepp researchers. Episodes typically blend week-in-review style briefs with deep dives into CRE sectors (office, multifamily, data centers) and financing structures, often highlighting policy shifts, rate expectations, and notable deals. Noteworthy strengths include data-backed storytelling, practical underwriting takeaways, and high-caliber guest discussions from leading CRE firms and servicers, making it valuable for professionals who want timely, actionable market insights and real-world perspectives on risk and opportunity in CRE finance.

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1. The Weekly Take from CBRE
2. The Walker Webcast
3. The Rent Roll with Jay Parsons
4. The Promote Podcast
5. POWERS

How many episodes of this podcast are there?

this podcast launched 6 years ago and published 420 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. Larry Kravetz
2. Marty Allen
3. Justin Stein
4. David Harrison
5. Scott Rechler
6. Victor Kalanog
7. Bill Sexton
8. Chad Lavender

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