Bästa Canadian Cre podcaster (2024)

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262. Gritty Optimism in CRE, Need for Price Discovery, & Mixed Multifamily Narratives 51:12

2d ago51:12

51:12

In this week's episode of The TreppWire Podcast, the team unpacks the gritty optimism surrounding CRE that dominated discussions at CREFC. We also discuss the latest inflation reading and the narrative after the Fed opted to hold interest rates steady. In office, more loans head to special servicing, but it wasn't all bad news for the sector. We al…

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Investing in Canadian Real Estate 41:39

4d ago41:39

41:39

U.S. investors and developers are showing an increasing interest in Canadian real estate. Tim Bodern and Braiden Goodchild with PwC join Michael Bull to explore the opportunities and differences between investing in Canadian and U.S. markets. Lument - Lending is more than a loan: https://www.lument.com/ Bull Realty - Customized Asset & Occupancy So…

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261. Will Fed Follow Canadian & European Rate Cuts? Foreclosures 101, Modification Insights 52:31

8d ago52:31

52:31

This week, some of the biggest headlines came from overseas. In this episode of The TreppWire Podcast, we discuss if any moves by Canada and Europe will change anything for the Fed. We also put our professor hats on to provide some insight into delinquencies, foreclosures, modifications, and more. Stick around as we break down the stories we're tra…

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Industrial Real Estate Insights with MSCI 15:56

11d ago15:56

15:56

Join Michael Bull as he dives into the dynamic world of industrial real estate with Jim Costello, Executive Director of MSCI Research. This episode covers the latest trends in the industrial sector, including the impact of Amazon's fluctuating space requirements, the effects of rising interest rates, and the overall performance of industrial proper…

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Brad J. Lamb on Condo Sales and Today's Residential Development Marketplace | Ep. 67 53:52

12d ago53:52

53:52

Brad J. Lamb is a Canadian real estate broker and condominium developer. He has completing 19 developments, approximately 3400 suites for over $1.3B. Currently, Lamb Development Corp has three projects under construction, almost 800 suites for a value of $360 Million. Lamb Development Corp. is in development on a further 15 projects in Toronto, Ham…

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260. Stick to the Economic Data or Trust Your Gut?; Analyzing Loan Modification Trends 56:39

16d ago56:39

56:39

In this week's episode of The TreppWire Podcast, we tackle a mixed bag of data as Treasury Yields rise. As we approach new theses week over week, do you stick to the data or trust your gut? We also unpack our latest loan modification trends report, dive into the upcoming volume of office loan maturities, and explore recent transaction and CMBS stor…

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Retail Performance & Market Dynamics with MSCI 19:27

18d ago19:27

19:27

Jim Costello, Executive Director of MSCI Research, joins Michael Bull to discuss the current state of retail real estate. Topics include insights on performance, cap rates, sales velocity, new supply, and how rising interest rates are affecting the sector. Whether you're an investor, developer, or just keen on the retail market, this episode offers…

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259. Surveys, Sales, Sublease, & Data Center Digest 50:36

22d ago50:36

50:36

In this week's episode, we break down surveys (a recent poll that revealed 55% of respondents believe the US economy is shrinking), sales transactions in the multifamily and industrial spaces, and an office sublease story. We also provide a data center digest, sharing some data points to note. We hope our listeners have a great long Memorial Day we…

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Self-Storage Real Estate Today with Moody's Analytics 22:47

25d ago22:47

22:47

Ermengarde Jabir, PhD, with Moody's Analytics joins Michael Bull to share the latest performance and forecasts for self-storage. Discussions include rates, occupancy, new supply, and the economic factors expected to impact the sector. Whether you're an investor, developer, or simply curious about the self-storage market, this episode offers valuabl…

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258. Unpacking the Data – Hot PPI, Cool CPI; NYC Rent Stabilization; Office Special Servicing 57:15

30d ago57:15

57:15

In this week's episode, we unpack the market movers: a hot Producer Price Index (PPI) and a Consumer Price Index (CPI) that came in cooler than expected. We also dive into the latest REIT earnings and the ongoing debate surrounding NYC rent stabilization. Plus, the team break down two major office loans that transferred to special servicing, along …

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Real Estate Education - UNC Bonus Episode 20:08

1M ago20:08

20:08

Jeff Tucker, Executive Director of the Leonard W. Wood Center for Real Estate Studies , and David Hartzell, Professor of Real Estate and Finance, join Michael Bull to discuss the benefits of a real estate education at UNC, including degree and program options. Lument - Lending is more than a loan: https://www.lument.com/ Bull Realty - Customized As…

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Office Performance & Cap Rates Forecast 40:20

1M ago40:20

40:20

Phil Mobley, National Director of Office Analytics with CoStar, joins office investment sales broker Michael Bull to discuss performance, rental rates, occupancy, and cap rates. Listen in for office opportunities for investors, office users, borrowers, and lenders. Lument - Lending is more than a loan: https://www.lument.com/ Bull Realty - Customiz…

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Real Estate Education - GSU Bonus Episode 16:01

1M ago16:01

16:01

Lynn Mckee, Director of M.S. in Commercial Real Estate, and Matt Delicata, Lecturer at Georgia State University's Robinson School of Business, join Michael Bull to discuss the benefits of a real estate education, including degree and program options. Lument - Lending is more than a loan: https://www.lument.com/ Bull Realty - Customized Asset & Occu…

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257. Unemployment Uptick, SLOOS Commentary, Met Gala Grumblings 45:58

1M ago45:58

45:58

In this week's episode of The TreppWire Podcast, we analyze the latest Senior Loan Officer Opinion Survey (SLOOS) as banks clamp down on CRE lending across the board. We dissect the latest jobs report and its impact on the market as well as the latest stories across property types. The team also shares their takes on the Met Gala's fashion hits and…

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Multifamily Market Updates & Insights with RealPage 21:20

1M ago21:20

21:20

Join Michael Bull and expert guest Carl Whitaker, Director of Research and Analysis at RealPage, as they unpack the trends and factors influencing multifamily performance, including demand strength, supply challenges, and rent growth variations across different markets. They also discuss the impact of office-to-residential conversions, the changing…

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255. Fed Holds Rate, Fast Food Earnings, Mixed-Use Overview, Delinquency Rundown 52:40

1M ago52:40

52:40

In this week's episode, we break down if anything will really change for the commercial real estate markets following the Fed’s rate decision. We also dive into retail earnings, and specifically discuss some of the latest news for fast food chains. We share our latest CMBS delinquency rates and discuss what a negative headline means in the very dyn…

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256. Justin Pugh's Playbook: From the NFL to CRE Success & Mentorship 25:17

1M ago25:17

25:17

In this special guest episode of The TreppWire Podcast, we are joined by NFL offensive lineman for the New York Giants and savvy real estate investor, Justin Pugh. Justin talks us through his journey in the NFL and offers insights into the reality of professional football. He also dives deep into his transition into the real estate space with a tou…

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Student Housing Updates and Strategies 14:14

2M ago14:14

14:14

Join host Michael Bull and guest Carl Whitaker, Director of Research and Analysis at RealPage, as they delve into the world of student housing. Discussions include the state of occupancy rates and rent growth, what's happening with new supply, and which campuses are attracting investors. Lument - Lending is more than a loan: https://www.lument.com/…

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254. Data Vault Unlocked: Modifications, Maturities, Mortgages; Property Types by the Numbers 1:02:25

2M ago1:02:25

1:02:25

This week's episode of The TreppWire Podcast was recorded early, so the team used this time to provide our listeners with a breakdown of the topics the market has been focused on lately: maturities, modifications, CRE risk pricing, cap rates, and more. In our usual fashion, we also dive into the CRE property types, but today, we share delinquency, …

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Creating New Revenue Streams from Underutilized CRE Space 22:12

2M ago22:12

22:12

Michael Bull speaks with Gerry Cottle, Founder of Rooftop Cinema Club, and their head of Real Estate Development, Aly Dean, to discuss how landlords and property owners can turn underutilized space into a profitable and marketable rooftop cinema experience. Lument - Lending is more than a loan: https://www.lument.com/ Bull Realty - Customized Asset…

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253. Powell's Reverse Pivot, Strong Mall Issuance, Property Transactions, & Appraisal Reductions 57:28

2M ago57:28

57:28

Between the retail sales report, comments from Fed Chair Powell, and tensions in the Middle East, there’s been a lot to digest recently. In this week's episode of The TreppWire Podcast, we break down Powell's pivot and in CRE, dig into a large multifamily transfer to special servicing, new regional mall CMBS issuance, and share stories on property …

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Real Estate Education - NYU Bonus Episode 21:17

2M ago21:17

21:17

Stephanie Wright, Clinical Assistant Professor at NYU's Schack Institute of Real Estate, joins Michael Bull to discuss the benefits of a real estate education, including degree and program options. Lument - Lending is more than a loan: https://www.lument.com/ Bull Realty - Customized Asset & Occupancy Solutions: https://www.bullrealty.com/ Commerci…

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Financing and Distressed Loan Update with Trepp 28:16

2M ago28:16

28:16

Lonnie Hendry with Trepp joins Michael Bull, CCIM to discuss the latest trends for delinquencies, new loan issuance, transaction volume, interest rates, and strategies working for lenders and borrowers. Lument - Lending is more than a loan: https://www.lument.com/ Bull Realty - Customized Asset & Occupancy Solutions: https://www.bullrealty.com/ Com…

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252. From 6 to 3, to Higher for Longer, to Later & Less; $2.00/sf Office Sale?; CRE Market Review 52:05

2M ago52:05

52:05

This week, we got another inflation reading that – leading up to it – had market participants in a "what if" mode, wondering what would happen if the number came in higher, lower, or in-line with expectations. In this week's episode, we break down this changing narrative, we also talk about Blackstone's $10 billion multifamily acquisition, and what…

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Real Estate Education - University of Florida BONUS EPISODE 16:40

2M ago16:40

16:40

David Ling, Professor and Director of the Master of Science Real Estate program at UF Warrington, joins Michael Bull to discuss the benefits of a real estate education, including degree and program options. Lument - Lending is more than a loan: https://www.lument.com/ Bull Realty - Customized Asset & Occupancy Solutions: https://www.bullrealty.com/…

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Senior Housing 2024 22:09

2M ago22:09

22:09

Is the "booming" senior housing sector really booming? Join Lisa McCracken with NIC and Michael Bull, CCIM with Bull Realty as they discuss the current state of senior housing. Discussions include performance, occupancy, forecasts, and tips for owners and operators. Lument - Lending is more than a loan: https://www.lument.com/ Bull Realty - Customi…

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251. Navigating the Evolving Mall Space with Oscar Parra of Pacific Retail Capital Partners 45:50

2M ago45:50

45:50

In this special guest episode of The TreppWire Podcast, Oscar Parra, CFO of Pacific Retail Capital Partners, joins the team to share a deep dive into the shopping mall asset class. Oscar reveals how to identify opportunities and navigate challenges within the evolving mall space. Oscar breaks down some recent transactions and shares the details of …

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250. Stocks Slide, Distressed Chicago Multifamily Comps, Strong Industrial Transactions 53:09

2M ago53:09

53:09

In this episode, we delve into the market downturn that kicked off Q2—is it a mere correction or indicative of deeper underlying issues? In CRE, we share our latest CMBS delinquency rates and loan loss figures, then dive into distressed Chicago multifamily comps, and notable industrial property sales. Tune in now.Episode Notes:- Economic update: st…

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Restaurants and Real Estate 23:04

2M ago23:04

23:04

Darren Tristano with FoodserviceResults joins Michael Bull, CCIM to discuss the restaurant and food service sector. Tune in for the latest performance trends, expanding brands, concepts to be cautious of, and tips for operators and landlords. Discussions include trends for labor and rent-to-revenue, and areas for growth in the industry. Lument - Le…

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249. Are CRE Distress & Optimism Mutually Exclusive? Green Shoots, Crabgrass, & Bank Loan Data 46:38

3M ago46:38

46:38

In this week's episode of The TreppWire Podcast, we ask the question: 'Is distress in commercial real estate a result of lagging indicators or is market optimism winning the narrative battle?' after breaking down positive economic signals but cautioning that CRE might not be out of the woods yet. We also share green shoots and crabgrass across the …

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International Investors' View of U.S. Real Estate 30:05

3M ago30:05

30:05

The Association of Foreign Investors in Real Estate released their 2024 Investment Survey for Q1, which surveys institutional investors, pension funds, asset managers, and other leading global organizations on their views on U.S. commercial real estate opportunities. Tune in to hear Michael Bull, CCIM interview AFIRE CEO Gunnar Branson on the surve…

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248. 2024 Rate Cuts? Details in the Dot Plot; Joann Bankruptcy; CRE Appraisal Reductions 51:31

3M ago51:31

51:31

After the Fed meeting this week and signs that there will be interest rate cuts in 2024, we ask ourselves if the 'devil is in the Fed Dot Plot'. In this week's episode of The TreppWire Podcast, we also analyze housing starts, Joann fabric's bankruptcy filing, stories of value reductions for malls, San Francisco's latest sublease space, and several …

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Investing in Manufacturing Real Estate 26:12

3M ago26:12

26:12

In recent years, supply chain disruption has popularized ideas like on-shoring and near-shoring. Is manufacturing really coming back to the US, and will it bring new investment opportunities? Aaron Halfacre, CEO with Modiv Industrial, joins Michael Bull, CCIM, to share insight into the world of investing in manufacturing real estate. Lument - Lendi…

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247. Warm Inflation, Cool Retail Sales, & Family Dollar Stores Being Put on Ice 57:34

3M ago57:34

57:34

In this week's episode of The TreppWire Podcast, we break down the economic headlines along with the news of Family Dollar closing 1,000 stores. We also dig into retail and multifamily transactions, crab grass + a potential mixed-green for office, and more in lodging and industrial. Tune in now.Episode Notes:- Economic update (0:23)- Dollar Tree cl…

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Seyfarth's 2024 Real Estate Market Sentiment Survey 24:25

3M ago24:25

24:25

Ron Gart, Partner with Seyfarth, discusses the results of the 9th annual Seyfarth Real Estate Sentiment Survey. Tune in to hear what's on the minds of influential commercial real estate participants, with topics including interest rates, pricing, AI, distress, WFH, upcoming elections, and their overall sentiment. Seyfarth's 2024 Real Estate Market …

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Retail Performance & Expectations 20:02

3M ago20:02

20:02

Jim Costello with MSCI joins commercial broker Michael Bull, CCIM to discuss the retail market, including a performance update, cap rate trends, transaction volume, and tips for investors and property owners. Lument - Lending is more than a loan: https://www.lument.com/ Bull Realty - Customized Asset & Occupancy Solutions: https://www.bullrealty.co…

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246. Market Moves: Powell's Testimony, S&P 500's Continued Climb, Apartment Sales, & Loan Losses 49:04

3M ago49:04

49:04

This week, we've had no lack of news including ADP, JOLTS, NYCB’s $1 billion-plus capital injection, and Fed Chair Powell’s semi-annual congressional testimony. In this episode, we break down what it all means for CRE, dive into CMBS loan losses, and share stories on apartment sales, office crabgrass, and retail green shoots. Tune in now.Episode No…

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245. Leaping Through Data – Macy’s, Malls, Delinquency Report, & Discounted Payoffs 54:08

4M ago54:08

54:08

In this week's episode of The TreppWire Podcast, we break down PCE data, Macy's store closure news and the exposure in CRE, and Trepp's latest figures for CMBS delinquencies. Across property types, we review stories about loans heading to special servicing, property valuation reductions, and discounted payoffs. We also share a review of REIT earnin…

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Multifamily Market Update with RealPage 21:48

4M ago21:48

21:48

Carl Whitaker, Director of Research & Analysis, Market Analytics with RealPage, joins broker Michael Bull, CCIM to discuss the multifamily market, including transaction volume, rent growth, occupancy, and investment. Lument - Lending is more than a loan: https://www.lument.com/ Bull Realty - Customized Asset & Occupancy Solutions: https://www.bullr…

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244. Office Valuations, Malls Not out of the Woods?, AI Question Marks for CRE 38:14

4M ago38:14

38:14

In this week's episode of The TreppWire Podcast, we break down office valuation stories and the idea that despite positive retailer earnings reports, malls may not be out of the woods yet. We also cover several multifamily transaction headlines, and news for the retail, lodging, and industrial sectors. Tune in now.Episode Notes:- Economic update: F…

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Cap Rates & Transaction Volume 21:14

4M ago21:14

21:14

Chad Littell, National Director of US Capital with CoStar, joins Michael Bull, CCIM to discuss expectations moving forward for U.S. commercial real estate capital. Discussions include specific sectors and the economic factors to influence transaction volume and cap rates. Lument - Lending is more than a loan: https://www.lument.com/ Bull Realty - C…

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243. Extend &… Pretend, Profit or Peril? Office Environment; Lodging Maturities; Property News 51:46

4M ago51:46

51:46

While the market was watching CPI numbers, jobless claims, and retail sales this week, the Trepp team was digging into the ‘extend and pretend’ narrative and signs of distress hiding in the lodging sector. In this episode, we dig into the data behind these themes, give a deep dive into the current office environment, and also share stories across t…

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Technology Transforming Lending 20:14

4M ago20:14

20:14

Bill Hyman with Lument, a commercial real estate mortgage company with with a specialty in multifamily, senior, and healthcare, joins Michael Bull, CCIM to discuss how technology is saving borrowers time in all aspects of the loan process. Lument - Lending is more than a loan: https://www.lument.com/ Bull Realty - Customized Asset & Occupancy Solut…

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242. CRE & Bank Turmoil Strikes Mainstream Media Chord; Surveys, Sales, & Shout outs 48:40

4M ago48:40

48:40

This week, anyone outside of CRE may have thought markets were improving. But one quick search reveals that mainstream media is now all over what we’ve been talking about for many months. In this episode of The TreppWire Podcast, we break down the headlines, while also sharing industrial transaction stories and news for office, retail, multifamily …

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Single Tenant Net lease Investment Market Update 21:25

4M ago21:25

21:25

Twenty-year veteran net lease investment advisor Nancy Miller CCIM joins show host Michael Bull CCIM in Studio One to share an update on the STNL market. Discussions include cap rates, financing, transaction volume, hot properties and tips for developers, buyers and sellers in 2024. Lument - Lending is more than a loan: https://www.lument.com/ Bull…

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241. Commercial REality Check: What Fed Pivot? & More with Danielle DiMartino Booth and Dan McNamara 49:42

4M ago49:42

49:42

In this week's episode of The TreppWire Podcast, we are joined by two market experts, Danielle DiMartino Booth, CEO & Chief Strategist at Quill Intelligence, and Dan McNamara, Founder & CIO of Polpo Capital. After a week full of headlines, we discuss the 'cold water' that seems to have been thrown on the recent resilience and soft-landing narrative…

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BGO Economist's View of Commercial and Multifamily Real Estate 41:04

5M ago41:04

41:04

BGO chief economist Ryan Severino joins commercial broker Michael Bull CCIM in Studio One to discuss the economy and the U.S. commercial real estate market. Discussions include Ryans views on the various property sectors moving forward and forecasts for interest rates, property values, and opportunities in 2024. Lument - Lending is more than a loan…

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240. Immaculate Disinflation?; Retail & Hotel Sales; Office Operating Expenses 53:55

5M ago53:55

53:55

In this episode of The TreppWire Podcast, we review the latest economic data points and whether what we're seeing is contributing to the "immaculate disinflation" narrative. In CRE, we break down multifamily stories, transactions across the country for retail and hotel properties, and share office stories that touch CMBS. We also dig in to our offi…

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CoStar Office Sector Outlook 39:31

5M ago39:31

39:31

CoStar National Director of Office Analytics Phil Mobley joins office investment sales broker Michael Bull CCIM in Studio One to discuss the U.S. office market. Discussions include office property values, leasing trends, occupancy quality, property level performance, lender behavior, cap rates, conversions, and opportunities to look for in 2024. Lu…

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239. Mixed-Bag Update: Strong Retail Sales, Turbulent Bank Earnings, Loans in Special Servicing 46:30

5M ago46:30

46:30

This week, we saw positive retail sales numbers and jobless claims at the lowest level in over a year, but we also saw bank earnings decline. In this episode, we dive into the mixed-bag of macroeconomic news and data, and what it means for CRE. We share multifamily transactions across the country, news about office loans heading to special servicin…

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