388. Strait Talk: Oil Shock, CMBS Issuance and Private Credit Signals, Appraisal Reduction 101

Описание: This episode is sponsored by EisnerAmper.

In this week's episode of The TreppWire Podcast, we unpack the market reaction to the US-Iran ceasefire and examine whether the energy shock has already left its mark on upcoming inflation data. We analyze Jamie Dimon's annual shareholder letter and its warnings on geopolitics, AI, and banking regulations, and also share highlights from our Trepp banking webinar on CRE lending trends and private credit dynamics. We dive into our Q1 2026 CMBS issuance data, including a 76% surge in CRE CLO volume and rising office concentration in conduit deals. We also walk through a CMBS appraisal reduction trigger 101, cover Empire State Realty Trust's sale of a Midtown Manhattan office building, the biggest LA office lease of 2026 tied to the 2028 Summer Olympics, and Bed Bath & Beyond's acquisition of Lumber Liquidators' parent company. Tune in now.