The TreppWire Podcast: A Commercial Real Estate Show

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411. Play the Ball? Bonds Threw a Curve: New York CRE Shakeups & What Super Regional Bank Earnings Mean for CRE

July 31, 2026

In this week's episode of The TreppWire Podcast, we unpack a week of mixed market signals as the Fed held rates steady, but the bond market told a different story. We discuss what the market's reaction says about inflation, interest rates, and the outlook for CRE financing. We also cover a series of major New York City real estate stories, including new stop-work orders at office-to-residential conversion projects, Macy's decision to remove its iconic Herald Square shopping bag si...

410. The Plot Thickens: Inflation Rerun, AMC’s Comeback, Data Center Spreads and Corporate Real Estate Shifts

July 24, 2026

In this week’s episode of The TreppWire Podcast, we unpack the return of geopolitical and trade risks to the forefront of market discussions. We break down AMC’s latest earnings and what they reveal about the health of theater credit, and examine how companies, including Verizon, Pep Boys, and Cracker Barrel, are rethinking their real estate strategies amid changing business priorities and market conditions. In a digging through the data section, we analyze four recent data center CMBS deals ...

409. The Next Phase of CRE Capital Markets with Marty Allen of Grandbridge Real Estate Capital

July 21, 2026

In this special guest episode of The TreppWire Podcast, we’re joined by Marty Allen, Head of Capital Markets at Grandbridge Real Estate Capital, a Truist company, which recently launched a master and special servicing platform. Why now? Marty breaks down how today's commercial real estate market created the opportunity, how the shift from middle-market to institutional borrowers reshaped the business, and what he's seeing across agency, CMBS, and institutional lending. Marty also offe...