Finding Value in Commercial Real Estate Credit
In this episode, Morgan Stanley’s Global Head of Fixed Income Research, Andrew Sheets, explains why commercial real‑estate debt is currently undervalued relative to other bond markets. He highlights that while yields on U.S. mortgage, high‑yield, and investment‑grade bonds are at historic lows, CMBS spreads remain significantly wider, offering a higher risk premium. Sheets points to recent improvements in the sector—transaction volumes up 27% YoY, prices rising 5%, and new debt issuance up 40%—as signs that fundamentals are recovering after the 2023 rate‑hike shock. He argues that reduced new construction and resilient U.S. economic growth are supporting existing property values, making commercial‑real‑estate credit an attractive opportunity.
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...
IREI’s Geoffrey Dohrmann Says Investor Capital Remains Cautious, But Curiosity Returning
In this episode, Jeff Dorman of Institutional Real Estate Inc. discusses how institutional investors are navigating prolonged market uncertainty, shifting from traditional asset‑allocation models to a total‑portfolio approach that evaluates each investment’s monthly contribution. He explains that while capital remains...
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...
Is Homeownership Still Worth It? + Why Work-Life Balance Is a Myth
In this episode the host challenges the conventional wisdom that homeownership is a prerequisite for adulthood, arguing that renting can be the smarter financial choice, especially in high‑cost markets like the Bay Area and New York. They explain that the...
05.11.26 Real Estate Investing In Today’s Market / Job Market Update
In this episode Clark Howard warns that the current real‑estate market is hostile to house‑flipping and even rental investing for most people, citing soaring home prices since the pandemic that outpace income growth. He advises listeners to assess personal circumstances—like...
The New Playbook for Real Estate Net Lease Investing
In this episode of Thoughts on the Market, Ron Camden and Hank D'Alsandra discuss the rapid evolution of net lease investing, highlighting its shift from a niche retail focus to a broader asset class that now includes industrial, medical outpatient,...
Justice for Covered Bonds (and Securitization)
The episode examines recent EU regulatory proposals affecting covered bonds and securitisation, highlighting the European Parliament’s approval of a 5% risk‑weighting for senior STS securitisation tranches while rejecting a similar reduction for AA‑ rated covered bonds. Panelists discuss the covered‑bond...
Mizuho’s Vikram Malhotra Sees Logistics Real Estate in Early Stages of New Upcycle
Vikram Malhotra, Managing Director of REIT Estate Equities at Mizuho, explains that the logistics and industrial real‑estate sector is entering a new upcycle, driven by strong demand for large‑box warehouses from retailers like Walmart and Amazon, as well as emerging...
Pablo Barreiro: Building Preschools and Solving the Childcare Desert Crisis
In this episode, Shanti Ryle talks with Pablo Barreiro, chairman and co‑founder of Fortech, about his niche focus on early‑education real estate—developing preschools and childcare centers to address nationwide “childcare desert” gaps. Barreiro explains how his legal background, multi‑disciplinary education,...
The Hot Sheets: May Inventory Momentum and Buyer Positioning
In this episode of the Hot Sheets, the host reviews May's real‑estate market performance, highlighting a near‑doubling of unit volume year‑over‑year with 89 homes slated to close versus 55 last year and a median price now around $2.3 million, up roughly...
Three Good Investments To Make in NYC Multifamily
In this episode, Roman Sinclair of Sinclair Realty Group outlines three top investment categories for New York City multifamily real estate in 2026: 421a tax‑abated buildings, small properties (one‑to‑five units) with capped assessed values, and raw land or development sites....
The Housing Crisis Isn’t Supply, It’s Policy Failure: Insights From Eric Carlson, Core-Founder and CEO of Anthem Properties Group Ltd.
In this episode, hosts Aaron Cameron and Adam Pawatik interview Eric Carlson, founder and CEO of Anthem Properties, about his journey from a modest upbringing to building a diversified real‑estate portfolio across Canada and the U.S. Carlson explains how his...
Roxanne Klein on Leasing SoCal Retail in a Tight & Shifting Market
In this episode, Crexi’s Giannis Papadakis talks with Roxanne "Roxy" Klein, SVP of Retail Leasing and Sales at Progressive Real Estate Partners, about navigating Southern California’s tight retail market. Klein shares how her sales‑focused background, mentorship under a veteran broker,...