The TreppWire Podcast: A Commercial Real Estate Show

1. Episode · Sep 25, 2026

   424. The Numbers Need Context: 5%+ Treasury Yields, AI Roadblocks, and Hotel Distress (opens the original)

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   In this week’s episode of The TreppWire Podcast, we break down the 10-year Treasury moving above 5%, rising oil and diesel prices, persistent inflation, and the latest Fed commentary. We also dig into growing resistance around the AI buildout, from wider spreads on AI-related debt to Texas pausing state-issued data center permits. In Digging Through the Data, we compare Marriott- and Hilton-flagged hotels to see what’s really driving loan performance. We also cover a $180 million student housing

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2. Episode · Sep 22, 2026

   423. The Office-to-Resi Conversion Boom is Just Getting Started with Joey Chilelli, Vanbarton Group (opens the original)

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   In this special guest episode of the TreppWire Podcast, we are joined by Joey Chilelli, partner at Vanbarton Group and one of New York City's most active office-to-residential conversion developers. Joey makes the case that the split between Class A space and everything else is structural rather than cyclical, walks through how Vanbarton has underwritten conversions since 2011, and explains what actually determines whether a building pencils, from going-in basis to exit on a per-unit level. He a

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3. Episode · Sep 18, 2026

   422. From the Fed to FedEx: Warsh’s First Rate Hike, $6.6B in Amazon/FedEx Exposure, and Three Paths for Office (opens the original)

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   In this week's episode of The TreppWire Podcast, we break down the Fed's unanimous 25-basis-point hike, its first increase in three years, and what a 10-year Treasury above 5% means for CRE when oil, not demand, is driving inflation. We cover a robust retail sales report, businesses struggling to set prices, and new termination risk in GSA leases from anti-DEI provisions. We dig into new Trepp research on $6.6 billion of industrial CMBS exposure tied to Amazon and FedEx, including FedEx lease ro

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4. Episode · Sep 11, 2026

   421. Beyond the Headlines: Office Distress, a $30.6B Multifamily Maturity Test, & Western CRE’s Mixed Signals | LIVE at California MBA's WSCREF (opens the original)

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   In a special live edition of The TreppWire Podcast recorded at the California MBA Western States CREF conference, we dig into why today’s CRE market can seem so contradictory and what the data says when you look beyond the national headlines. We break down the three clocks driving CRE today: property performance, capital markets, and credit. We examine the uneven Western office recovery, life sciences distress, why Western multifamily is outperforming the Sun Belt despite a $30.6 billion maturit

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5. Episode · Sep 8, 2026

   420. The Art of Storytelling in Commercial Real Estate with Spencer Levy, Host of CBRE’s The Weekly Take (opens the original)

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   In this special guest episode of The TreppWire Podcast, we are joined by Spencer Levy, Global Client Strategist and Senior Economic Advisor at CBRE and host of CBRE's podcast, The Weekly Take. Spencer shares how his diverse career spanning law, investment banking, and capital markets shapes his perspective on the commercial real estate industry and the trends influencing today's market. Throughout the conversation, Spencer emphasizes the value of relationships, communication, and strategic think

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