401. Scott Rechler, Chairman & CEO of RXR: CRE Investing In the "Age of Disruption" | Live at Trepp Connect...
In this episode, Scott Rechler, Chairman and CEO of RXR, discusses the "age of disruption" in commercial real estate, highlighting rapid tech change, evolving workplace trends, and shifting capital markets. He emphasizes the need to get comfortable with uncertainty, use disciplined macro‑driven research (via RXR’s annual white paper) to identify long‑term investment themes, and act on market dislocations such as office assets that institutions avoid. Rechler also shares examples of public‑private partnership projects—like the 6,000‑unit revitalization of New Rochelle and other Westchester developments—that blend housing, infrastructure, and community benefits. His perspective blends deep industry experience with policy insight from his roles on the Federal Reserve Bank of New York and the Port Authority.
398. CRE’s New Math: Multifamily Cap Rates, Office Recovery Bets, & Capital Costs
In this episode, Trep Wire hosts Haley Keen, Lonnie Hendry, and Stephen Bushbaum dissect the current commercial real‑estate landscape, focusing on how elevated capital costs are shaping valuations across multifamily, office, and other asset classes. They analyze the AvalonBay equity‑residential...
397. What the Fed Is Really Watching, CRE’s Consolidation Wave, Why Retail Is Winning, the LA Mansion Tax Backfire &...
In this episode, the Trep Wire team reviews the latest market signals, focusing on a sharp rise in Treasury yields and its limited impact on commercial real estate (CRE) as long as 10‑year rates stay below about 5%. They discuss...
396. Inside Trepp Connect: Capital Deployment, the Lending Reset & CRE’s Emerging Divide Amid AI and Data Center Growth
The episode recaps the Trep Connect conference, highlighting a surge in CRE lending activity despite hotter-than-expected CPI and PPI numbers that signal persistent inflation. Hosts Stephen Bushbaum and Lonnie Hendry explain that capital is flowing back into the market, but...
393. Debt Liquidity, Senior Housing's Surge, and the 2026 CRE Outlook with Chad Lavender of Newmark
In this episode, Newmark’s Chad Lavender breaks down how unprecedented debt liquidity and diversified equity sources reshaped the commercial real‑estate market during the 2025 loan‑maturity wave and what that means for 2026. He highlights senior housing’s explosive rebound—closing over $12.5 billion...
392. Gigawatts & Green Shoots: Data Center 101, Blue Owl's Healthcare Grab, & NYC's Pension Housing Bet
In this episode, Trepwire analysts discuss a "selective stabilization" in commercial real estate, highlighting strong retail sales, modest gains in pending home sales, and the continued affordability squeeze. They examine Blue Owl Capital's $2.4 billion acquisition of Sela Realty Trust, noting...
389. Why Smart Capital Is Still Betting on Office with Mike McDonald, JLL Capital Markets
Mike McDonald, senior managing director at JLL Capital Markets, discusses the evolution of office real estate over the past 25 years, emphasizing how institutional capital once made office the dominant CRE asset class before COVID disrupted the market. He explains...
385. Market Shocks: Oil Prices Reframe the Macro, Six Years Post-COVID, Self-Storage Consolidation, & Office Green Shoots
In this episode, the Trepp Wire team analyzes how a sudden energy shock—driven by the Iran‑Saudi conflict—has pushed oil above $100, reigniting inflation and reshaping CRE financing amid a still‑steady Fed rate hold. They revisit the March 2020 COVID disruption,...
384. Volatility Returns: Oil Shock, Two Market Risks, Student Housing Exposure, Savills-Eastdil Deal, & More Impactful Headlines
The episode examines how a sudden oil price shock from Middle East tensions is reigniting dual risks in commercial real estate: sticky inflation and slowing growth. Stephen Bushbaum explains that this volatility is likely to tighten financing conditions, widen credit...
381. Quiet Week, Loud Signals: Data Center Hyperdrive, Industrial Rankings, Office & Retail Trading Alerts
In this episode the TreppWire team walks listeners through a surprisingly active week in commercial real estate, spotlighting rapid growth in data centers, a deep dive into industrial market health, and several high‑profile trading alerts across office, retail, and distressed...
379. Squaring the Macro Circle, The Retail Rationalization, Multifamily Recalibration, & Lodging Capital Rotation
The episode dissects the widening gap between strong headline macro data and underlying economic softness, highlighting flat retail sales, surprisingly resilient job numbers, and BLS revisions that erased roughly 900,000 jobs. It examines a wave of retail store closures—including Eddie...