Best Shift At The Dot Podcasts (2025)

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Coaching with Sarah: Spinning in the ‘Am I Burned Out?’ Loop? This One’s for You 55:08

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7m ago55:08

55:08

You don’t have to carry burnout alone. The right support can help you breathe again—start here: https://caitdonovan.com/coaching Burnout doesn’t always look like collapse; sometimes it hides in the moments when you’re still performing, but your spark keeps flickering out, and that’s where this honest coaching session begins. In this episode, Sarah …

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361. NYC's Rent Regulation Debate, AI Innovation for CRE, Inside the Loans Driving Distress & Notable Transactions 56:34

2d ago56:34

56:34

In this week’s episode of The TreppWire Podcast, we discuss the ongoing government shutdown and its implications, along with the Federal Reserve’s cautious stance and how it is affecting the markets. We also explore the potential impact of New York City’s new mayor on real estate trends and housing affordability. We cover the recent partnership bet…

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Coaching with Sarah: Letting Go of Shame from Failing to Meet Unrealistic Expectations 44:56

4d ago44:56

44:56

You deserve to feel whole again. Sarah Vosen’s coaching can help you get there—start here: https://caitdonovan.com/coaching Admitting you’re burnt out can feel like failure, but as Heather learns in this live coaching session, it’s actually the first brave step toward freedom. In this coaching conversation, she opens up about the shame of slowing d…

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360. Fed Easing into the Unknown, Bank Mergers, $4.8T CRE Debt Universe, and Headline Highlights in Multifamily and Office 59:46

9d ago59:46

59:46

In this week’s episode of The TreppWire Podcast, we break down the Fed’s 25-basis-point rate cut and the continued banking consolidation trend, including Huntington’s acquisition of Cadence Bank. We discuss Amazon’s 14,000 layoffs amid its AI push and how that shift impacts office demand and data centers. We also review Trepp’s new report on the $4…

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#straightwithcait: What PT Taught Me About Burnout Recovery 9:59

11d ago9:59

9:59

Burnout recovery isn’t about doing more—it’s about finding the right help. Begin here: https://caitdonovan.com/coaching Burnout convinces you that rest should be enough, and when it isn’t, you assume you’re broken. In this #straightfromcait episode, Cait shares how a shoulder injury revealed a missing step in her own recovery process. Two months of…

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359. CRE Playbook: Navigating the Shutdown, AWS Outage & AI Shifts, and Bad Bank Loans? 55:15

16d ago55:15

55:15

The government is still shut down and the markets are awaiting a delayed inflation report. While this doesn’t sound like new news, in this week’s episode of The TreppWire Podcast, we give it all a real estate spin – what do the happenings in the macro landscape really mean in the context for the commercial real estate (CRE) market. We dive into the…

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Will Robins: How PGA Science Helps You Recover from Burnout 53:50

18d ago53:50

53:50

Sometimes the next step is simply asking for help. Sarah Vosen is here to guide you through it: https://caitdonovan.com/coaching Burnout hides best inside people who love their work so much they don’t notice it draining the life out of them. PGA coach and RGX founder Will Robins joins Cait to unpack how devotion to service can turn into slow-motion…

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358. Beige Book Insights, CMBS Lending Leaders, Data Center Risks, Walmart’s AI Move & NYC’s Office Comeback 49:13

23d ago49:13

49:13

In this week’s episode of The TreppWire Podcast, we unpack the ripple effects of the government shutdown and discuss how the Beige Book has gained importance amid the economic data drought. We highlight Trepp’s projection of over $123 billion in private-label CMBS issuance for 2025 and preview our September CMBS Special Servicing report, where the …

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Coaching with Sarah: How to Manage The Panic of Not Being Able to Control All The Things 41:18

27d ago41:18

41:18

Sometimes the bravest step is reaching out. Support is waiting for you here: https://caitdonovan.com/coaching Control shows up early in Christy’s story — first as protection, then as identity, and eventually as exhaustion. She has spent years anticipating other people’s needs, convinced that staying ahead of every outcome would keep things safe. In…

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357. Shutdown? Maybe in DC… CMBS Issuance Surges, Bank Consolidation, Office Recapitalization 46:38

1M ago46:38

46:38

In this week’s episode of The TreppWire Podcast, we break down the U.S. government still being shut down and what it means for economic data releases being paused the longer it drags on. We unpack the September Fed meeting minutes, which revealed a split among policymakers following last month’s 25-basis-point rate cut. We dive into Q3 CMBS issuanc…

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Coaching with Sarah: How to Calm Your Mind When You're Overwhelmed and Feeling Stuck 50:05

1M ago50:05

50:05

The right support changes everything. Our Director of Coaching, Sarah Vosen, combines expertise and compassion to walk beside you: https://caitdonovan.com/coaching Burnout recovery gets complicated as Sarah sits down with Janine, an anonymous guest who is more than halfway through medical leave but still unable to rest. She loves her team and takes…

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356. What This Week Means for CRE: Government Shutdown, AI’s Impact on Employees, CMBS Delinquency Rate Pulls Back, Bank Data Insights & More 51:46

1M ago51:46

51:46

In this week’s episode of The TreppWire Podcast, we analyze what recent developments mean for commercial real estate (CRE), starting with the U.S. government shutdown. We explore its potential economic impact, how long it could last, and what historical shutdowns suggest for CRE. We continue the ongoing conversation about AI, including Accenture la…

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Barry Goldstein: Lower Anxiety and Reconnect With Yourself Through Music 1:04:33

1M ago1:04:33

1:04:33

Your energy and well-being are worth investing in. Explore what recovery could look like for you: https://caitdonovan.com/coaching Grammy Award–winning producer Barry Goldstein joins Cait Donovan to explore burnout and the healing power of music. Barry shares how chasing success in New York’s music scene drained the joy from his craft - until he be…

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355. The Markets Keep Moving: Office Bright Spots, Compass’ $1.6B Merger Reshapes Resi, Recapture Explained, & Trepp Trading Alerts 53:11

1M ago53:11

53:11

Is office a good investment alternative? In this week’s episode of The TreppWire Podcast, we break it down, spotlighting growing demand for high-end CBD space even amid ongoing distress. We dive into Compass’ $1.6 billion acquisition of Anywhere and its potential impact on the broader residential brokerage landscape, along with August’s new home sa…

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354. Behind the Debt Yield Metric in Commercial Real Estate with John Barkidjija of Byline Bank 44:03

2M ago44:03

44:03

In this special episode of The TreppWire Podcast, we’re joined by John Barkidjija, Executive Vice President and Head of Commercial Real Estate (CRE) and Specialty Finance at Byline Bank. Better known to our listeners as Dr. Debt Yield, John shares why the debt yield metric remains a cornerstone in CRE and reflects on the moment it became his prefer…

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Emily Slachetka: The Pros of Not Waiting Until You are Fried Crispy to Get Help 52:25

2M ago52:25

52:25

You don’t have to walk this road alone. https://caitdonovan.com/coaching connects you with Sarah Vosen, our Director of Coaching, who’s helped countless people reclaim their energy. What does burnout look like before it takes you all the way down? For Emily Slachetka, it showed up as constant overwhelm, unexpected tears, and the thought of leaving …

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353. From Dot Plot to Deal Flow: Unpacking the Fed's Cut, Retail Data Stays Strong, Paramount’s $1.6B Play, Special Servicing Rates Fall 51:27

2M ago51:27

51:27

In this week’s episode of The TreppWire Podcast, we analyze the Federal Reserve's recent rate cut and the impact on the commercial real estate (CRE) capital markets. We revisit the movement of the Secured Overnight Financing Rate (SOFR) and credit spreads leading up to the decision. We also unpack the stronger-than-expected retail sales data for Au…

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Mita Mallick: Could Your Boss Be the Real Reason You’re Burnt Out? 42:12

2M ago42:12

42:12

Burnout isn’t the end of your story. With Sarah Vosen’s guidance, recovery becomes not just possible—but sustainable. Learn more: https://caitdonovan.com/coaching Toxic bosses don’t only wear people down, they spark the very burnout cycles that drain whole teams. Cait Donovan talks with author and changemaker Mita Mallick about the damage bad leade…

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352. Nearly 1M Jobs Vanish, Industrial Demand Cools, Return-to-Office Mandates, D.C.'s Office-to-Resi Tax Incentives, & More 48:27

2M ago48:27

48:27

In this week’s episode of The TreppWire Podcast, we unpack major labor market revisions, revealing that job growth was overstated by 911,000 jobs over the past year. We analyze recent data that strengthens the case for a 25-basis-point rate cut at the upcoming Fed meeting. We also dive into Treasury Secretary Scott Bessent’s op-ed, which critiques …

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351. CMBS Loan Workouts Unfiltered with Shlomo Chopp 45:33

2M ago45:33

45:33

In this special episode of The TreppWire Podcast, we’re joined again by Shlomo Chopp, Managing Partner of Case Equity Partners, to discuss commercial mortgage-backed security (CMBS) loan workouts and distressed property situations. Shlomo offers a deep dive into his firm’s strategic approach to navigating complex loan restructurings and asset manag…

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Jerry Colonna: The Question That Changed How I See Burnout Forever 52:06

2M ago52:06

52:06

Healing happens faster with guidance. Give yourself permission to ask for and receive help: https://caitdonovan.com/coaching. Burnout shows up in many ways, but at its core it often signals a life out of alignment. Cait Donovan sits down with executive coach and author Jerry Colonna to explore what happens when outward success hides an inner collap…

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350. CRE's Yield Curve Conundrum, Residential Reality Check, Bank Transparency on Trial & Office Bright Spots 47:53

2M ago47:53

47:53

In this week’s episode of The TreppWire Podcast, we assess the current state of the market, explore the commercial real estate (CRE) yield curve, and check in on residential mortgage rate trends. We unpack recent changes to bank reporting rules that could make it easier for banks to hide troubled loans and conceal signs of distress in their lending…

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Coaching with Sarah: Get your Inner Critic Out of the Driver’s Seat 56:37

2M ago56:37

56:37

You don’t have to carry burnout alone. The right support can help you breathe again—start here: https://caitdonovan.com/coaching Burnout recovery gets real as Sarah Vosen sits down with an anonymous guest who feels trapped by perfectionism, people-pleasing, and the voice of an inner critic that makes self-compassion feel out of reach. In this episo…

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349. Economic Resilience vs. Headlines: Tale of Two Consumers, Record Office CMBS Delinquency, & Multifamily & Office Inflection Point? 48:34

2M ago48:34

48:34

In this week's episode of The TreppWire Podcast, we discuss retail earnings revealing a bifurcated consumer with value players like Five Below and Walmart raising guidance while restaurants struggle, and examine resilient GDP growth despite declining consumer confidence. We dive into our latest CMBS delinquency data, showing office hitting another …

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Dr. Jen Wagner: Canyon Ranch Burnout Retreats Fall 2025 38:26

2M ago38:26

38:26

Burnout Recovery works better with support. UNFRIED is our small group (5 people max!) coaching program to help guide you through your recovery. Apply now! [http://bit.ly/unfried] Burnout reaches far beyond the office, touching every layer of health, purpose, and identity, and Dr. Jen Wagner joins Cait Donovan to uncover what true recovery really l…

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348. Office Origination, Stagflation, Job Data Misinformation & Retail Earnings Fluctuation 49:17

3M ago49:17

49:17

In this week's episode of The TreppWire Podcast, we dive into growing economic concerns, from stagflation risks and the ongoing market uncertainty related to tariffs and Federal Reserve policy. We discuss the quality of the monthly jobs data to forecast future demand, and break down the latest retail sales data and performance, highlighting mixed e…

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347. When Tides Pull Back: Finding CRE Opportunities in Supply-Demand Imbalances with Samir Tejpaul, Madison Realty Capital 44:23

3M ago44:23

44:23

In this special guest episode of The TreppWire Podcast, we are joined by Samir Tejpaul, Managing Director and Head of Capital Markets at Madison Realty Capital. Samir draws parallels between today's market and 2011 when he started his career and shares why he's bullish on 2026. He also explains Madison's approach to analyzing supply and demand imba…

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#straightfromcait: How Long Does Burnout Recovery Take 9:45

3M ago9:45

9:45

Burnout Recovery works better with support. UNFRIED is our small group (5 people max!) coaching program to help guide you through your recovery. Apply now! [http://bit.ly/unfried] Burnout recovery takes more than waiting for time to pass. It asks you to examine who you’ve been, who you want to be, and what kind of life will truly sustain you. In th…

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346. Back to School, Back to the Office, & Back to the (Quantum) Future of CRE 50:08

3M ago50:08

50:08

In this week’s episode of The TreppWire Podcast, we examine the Fed's challenging position amid mounting political pressure and July's noisy CPI print. We analyze CBRE's exclusive survey showing companies making unprecedented progress in getting employees back to the office, with enforcement and monitoring dramatically increasing. We dive deep into…

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Burnout Recovery Exercise: Worst Case Scenario 12:34

3M ago12:34

12:34

Burnout Recovery works better with support. UNFRIED is our small group (5 people max!) coaching program to help guide you through your recovery. Apply now! [http://bit.ly/unfried] Burnout can make every decision feel impossible. When you’re stuck in fear and second-guessing everything, how are you supposed to move forward in a way that actually fee…

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345. Appraisal Sector Shakeup, Lodging Capex Crunch, Multifamily Planned Liquidation & Expansion to Industrial 53:53

3M ago53:53

53:53

In this week’s episode of The TreppWire Podcast, we examine weak labor data and mixed economic signals that are fueling Fed rate cut expectations while recession probabilities remain relatively contained. We analyze the crisis at the federal appraisal regulator and explore demographic challenges in the appraisal industry. We dive deep into lodging …

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#sarahshares: Getting Back on the Recovery Horse 13:04

3M ago13:04

13:04

Burnout Recovery works better with support. UNFRIED is our small group (5 people max!) coaching program to help guide you through your recovery. Apply now! [http://bit.ly/unfried] Burnout thrives in silence. This episode is your reminder that healing often starts with one simple but radical act: asking for help. Sarah Vosen, Director of Coaching at…

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344. CRE Maturity Drag, Fed Holds Rates, Tariff Deadlines, Bank Earnings & Executive Commentary 50:23

3M ago50:23

50:23

In this week’s episode of The TreppWire Podcast, we break down the Fed’s decision to keep rates steady and provide our thoughts on whether there will be a rate cut in September. We discuss Friday’s tariff deadline, negotiations that are still pending, and the implications on the economy. In other parts of the market, we analyze recent bank earnings…

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#straightfromcait: How to Change The Habit That Is Keeping You Stuck 8:06

3M ago8:06

8:06

Burnout Recovery works better with support. UNFRIED is our small group (5 people max!) coaching program to help guide you through your recovery. Apply now! [http://bit.ly/unfried] Cait Donovan is back with a #straightfromcait episode that gets real about something most of us wrestle with quietly, how we soothe ourselves when things get hard, and wh…

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343. Commercial vs. Residential Real Estate Value Drivers, Hottest Markets Leading the Way, & Transactions from the Week 47:14

4M ago47:14

47:14

In this week’s episode of The TreppWire Podcast, we spotlight the top-performing U.S. cities driving the commercial real estate (CRE) market and break down the key differences between value drivers in commercial versus residential real estate. We discuss the single-family housing market impact on CRE, as well as general housing affordability concer…

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#sarahshares: Your Burnt Out Brain is Mean… and a Liar. Here’s How You Find Out The Truth. 14:59

4M ago14:59

14:59

Burnout Recovery works better with support. UNFRIED is our small group (5 people max!) coaching program to help guide you through your recovery. Apply now! [http://bit.ly/unfried] If your brain screams ‘lazy’ every time you try to rest, it’s time to stop trusting a bully and start listening to the one part of you that never lies: your body. So many…

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342. Powell's Balancing Act, Private Credit... Hidden Risk?, Office Special Servicing Hits All-Time High, & Mixed Office Signals 51:41

4M ago51:41

51:41

In this week's episode of The TreppWire Podcast, we discuss escalating political tensions surrounding Federal Reserve independence and examine June's inflation data showing limited tariff impacts. We analyze the growing role of private credit in filling gaps left by traditional lenders and discuss concerns about market opacity and systemic risk. We…

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341. The CRE CLO Comeback Story: Market Trends & Execution Strategies with Steve Chow, Prime Finance 37:46

4M ago37:46

37:46

In this special guest episode of The TreppWire Podcast, we are joined by Steve Chow, Principal and Head of Capital Markets, Analytics and Trading at Prime Finance. Steve oversees the firm's financing and capital markets activity across three distinct commercial real estate debt strategies, including their bridge lending platform that has issued 12 …

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Nicole Kalil: Imposter Syndrome and Burnout 48:20

4M ago48:20

48:20

Burnout Recovery works better with support. UNFRIED is our small group (5 people max!) coaching program to help guide you through your recovery. Apply now! [http://bit.ly/unfried] Imposter syndrome has a way of creeping in when we’ve spent so long meeting everyone else’s expectations that we forget what we actually want for ourselves. In this episo…

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340. Housing Market Pressures, Credit Card Borrowing Plunged, BlackRock’s Buy, Texas Floods, NYC & Multifamily Transactions 58:29

4M ago58:29

58:29

In this week's episode of The TreppWire Podcast, we discuss the resilience in the market despite ongoing concerns about inflation and job layoffs, attributed to factors like AI integration. We unpack shifting expectations around Fed rate cuts, the growing strain on housing affordability, and credit card borrowing slowing a $5.1 billion gain in May,…

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339. From Data Centers to Derivatives: The 4 Ds of 2025 with Jeffrey Berenbaum of Citi Research 25:48

4M ago25:48

25:48

This episode was recorded on April 28, 2025. We are releasing it on July 8, 2025. In this special guest episode of The TreppWire Podcast, we’re joined by Jeffrey Berenbaum, Director and Head of CMBS and Agency CMBS Strategy at Citi Research. Jeffrey offers insights into financing markets, lending conditions, and the broader economic outlook. We exp…

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#straightfromcait: Top Burnout Symptoms According To You (Dear Gentle Listeners) 21:38

4M ago21:38

21:38

Burnout Recovery works better with support. UNFRIED is our small group (5 people max!) coaching program to help guide you through your recovery. Apply now! [http://bit.ly/unfried] Burnout quietly hijacks your focus, your memory, your sleep, and eventually, your sense of self. In this #straightfromcait episode, Cait Donovan unpacks the results of a …

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338. Timeless CRE Lessons: Market Cycles, Interest Rate Timing, Iconic Deal Failures, & Office Distress 52:27

4M ago52:27

52:27

In this week's episode of The TreppWire Podcast, we pull back the curtain for a special episode examining the timeless lessons that hold true across commercial real estate cycles. We explore the "grandmother's money" rule for managing risk, discuss how FOMO (fear of missing out) drives market behavior, and analyze the current interest rate disrupti…

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Adrien Cotton: Stages of Perimenopause + Burnout Overlap 53:25

4M ago53:25

53:25

Burnout Recovery works better with support. UNFRIED is our small group (5 people max!) coaching program to help guide you through your recovery. Apply now! [http://bit.ly/unfried] Perimenopause and burnout often hit at the same time, and when they do, it can feel like something is off but you’re not quite sure what. Cait Donovan talks with wellness…

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337. Wait-and-See or Cut-and-Run? The Fed's Dilemma, Political Impacts on CRE, Office Distress Opportunities & More 54:43

5M ago54:43

54:43

In this week's episode of The TreppWire Podcast, we explore economic trends, the Fed’s policy dilemma, and government impacts on real estate, including NYC rent regulation. We highlight office real estate investment opportunities, particularly how low-occupancy properties in strong MSAs could present attractive, discounted buying opportunities. We …

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336. What Recession? Making Sense of (Constantly) Revised Macro Data & What it Means for CRE with Danielle DiMartino Booth & Dan McNamara 44:44

5M ago44:44

44:44

With headlines shifting by the hour, we brought in two experts for a timely update on the macro landscape and its impact on commercial real estate (CRE). In this special guest episode of The TreppWire Podcast, we are joined again by Danielle DiMartino Booth, CEO & Chief Strategist at Quill Intelligence, and Dan McNamara, Founder & CIO of Polpo Capi…

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#sarahshares - Here’s Why Your Anxiety is at a 11/10 Lately 16:08

5M ago16:08

16:08

Burnout Recovery works better with support. UNFRIED is our small group (5 people max!) coaching program to help guide you through your recovery. Apply now! [http://bit.ly/unfried] Summer has a way of turning up the volume on everything, including your anxiety. And if you’re already feeling stretched thin, that shift can feel like a lot. In this #sa…

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335. Geopolitical Turbulence, AI Gold Rush, Distressed Office Opportunities, & Trading Alerts 51:00

5M ago51:00

51:00

In this week's episode of The TreppWire Podcast, we examine how escalating geopolitical tensions may have overshadowed the Fed meeting, despite soft inflation data and mixed economic signals. We discuss Meta's staggering $100 million AI signing bonuses and what they signal about the AI revolution, and share highlights from Trepp's own AI hackathon.…

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Jen Fisher: Burned Out at the Top—and Changed Corporate America 49:55

5M ago49:55

49:55

Burnout Recovery works better with support. UNFRIED is our small group (5 people max!) coaching program to help guide you through your recovery. Apply now! [http://bit.ly/unfried] Burnout isn’t a personal failure. Sometimes it’s a sign that the system around you never made space for you to ask what’s actually sustainable. Kicking off Season 10 of F…

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334. CREFC Optimism, Market Uncertainty, Special Servicing Uptick & Notable Transactions 48:16

5M ago48:16

48:16

In this week's episode of The TreppWire Podcast, we recap CREFC’s June Conference, where optimism stood out amid market uncertainty. We analyze the latest economic data, including how the lower-than-expected CPI print might not be enough to prompt a rate cut as the job market remains healthy. We review Trepp’s May 2025 CMBS Special Servicing report…