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299. CRE Market Context: 2025 Predictions, Delinquency Perspectives, Credit Events, & Opportunities Ahead

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Manage episode 459038511 series 2780941
Content provided by The TreppWire Podcast, A CRE Show, The TreppWire Podcast, and A CRE Show. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The TreppWire Podcast, A CRE Show, The TreppWire Podcast, and A CRE Show or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

In this week's episode of The TreppWire Podcast, we delve into the current landscape of the commercial real estate (CRE) market, providing some much needed context for 2025. We begin by analyzing the latest CMBS delinquency data, offering our interpretations and breaking down the numbers dating back to January 2000, when Trepp first began tracking these rates. We spend some time reflecting on 2024 and provide additional predictions for the new year in terms of issuance, distress metrics, interest rates, and other factors that may impact the CRE market. We wrap up the episode with themes we saw in the credit stories we reported throughout the year and discuss where there is room for opportunities. Tune in now.

Episode Notes

    • Going into 2025 vs into 2024 (0:24)
    • CMBS Delinquency Data: Behind the Numbers (3:08)
    • Office Distress Context (9:22)
    • Multifamily Performance (23:21)
    • 2025 Predictions: Issuance & Interest Rates (26:42)
    • Hot CRE Markets in 2025 (30:35)
    • Credit Story Themes We Saw in 2024 (40:23)
    • Programming Notes & Shoutouts (53:54)

  • Please take our listener feedback survey: www.surveymonkey.com/r/BMPXLHG  

      

    Questions or comments? Contact us at podcast@trepp.com.  
      

    Follow Trepp:  

    X: www.x.com/TreppWire 

    LinkedIn: www.linkedin.com/company/trepp  

      continue reading

    304 episoade

    Artwork
    iconDistribuie
     
    Manage episode 459038511 series 2780941
    Content provided by The TreppWire Podcast, A CRE Show, The TreppWire Podcast, and A CRE Show. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The TreppWire Podcast, A CRE Show, The TreppWire Podcast, and A CRE Show or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.

    In this week's episode of The TreppWire Podcast, we delve into the current landscape of the commercial real estate (CRE) market, providing some much needed context for 2025. We begin by analyzing the latest CMBS delinquency data, offering our interpretations and breaking down the numbers dating back to January 2000, when Trepp first began tracking these rates. We spend some time reflecting on 2024 and provide additional predictions for the new year in terms of issuance, distress metrics, interest rates, and other factors that may impact the CRE market. We wrap up the episode with themes we saw in the credit stories we reported throughout the year and discuss where there is room for opportunities. Tune in now.

    Episode Notes

    • Going into 2025 vs into 2024 (0:24)
    • CMBS Delinquency Data: Behind the Numbers (3:08)
    • Office Distress Context (9:22)
    • Multifamily Performance (23:21)
    • 2025 Predictions: Issuance & Interest Rates (26:42)
    • Hot CRE Markets in 2025 (30:35)
    • Credit Story Themes We Saw in 2024 (40:23)
    • Programming Notes & Shoutouts (53:54)

  • Please take our listener feedback survey: www.surveymonkey.com/r/BMPXLHG  

      

    Questions or comments? Contact us at podcast@trepp.com.  
      

    Follow Trepp:  

    X: www.x.com/TreppWire 

    LinkedIn: www.linkedin.com/company/trepp  

      continue reading

    304 episoade

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