Best Shlomo Chopp Podcasts (2025)

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Shlomo on Slow Pay - Loan Workouts with Shlomo Chopp 33:14

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15d ago33:14

33:14

Michael Bull, CCIM is joined by Shlomo Chopp of Case Property Services to discuss commercial loan workout strategies. Discussions include first steps, missteps to avoid, and crucial timing considerations. These commercial real estate experts share powerful insight for lenders, brokers, and investors. C5 + CCIM Global Summit 2025 - The premiere comm…

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

15d 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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REIT Insights & Market Trends with Ed Pierzak 17:10

15h ago17:10

17:10

This week, Michael Bull, CCIM, is joined by Ed Pierzak, Senior VP of Research with NAREIT, to explore the current landscape of Real Estate Investment Trusts (REITs) amidst a fluctuating commercial real estate market. They discuss the performance of REITs in light of rising interest rates, operational metrics, and the implications of recent market c…

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

3d 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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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

7d 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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Office Market Contrarian Investing with Rod Kritsberg 27:10

8d ago27:10

27:10

This week, Michael Bull, CCIM, welcomes Rod Kritsberg, co-founder and CIO of KPG Funds, to discuss the current state of the office sector in commercial real estate. They delve into the contrasting performance of high-end boutique office spaces versus lower-quality assets, exploring the implications of interest rates and changing tenant demands. Rod…

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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

14d 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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350. CRE's Yield Curve Conundrum, Residential Reality Check, Bank Transparency on Trial & Office Bright Spots 47:53

21d 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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Mobile Home Park & Parking Garage Investing with Kevin Bupp 30:05

21d ago30:05

30:05

This week Michael dives into two sectors that continue to grow in popularity, mobile home parks and parking assets. His guest is Kevin Bupp with Sunrise Capital Investors. Topics covered include cap rates, lender appetite, operational strategies and the future of these asset types. C5 + CCIM Global Summit 2025 - The premiere commercial real estate …

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Why I Left Hollywood for Real Estate with Michael Jacobs 29:25

23d ago29:25

29:25

Send us a text What happens when a Hollywood producer trades movie sets for multifamily properties? Michael Jacobs, founder of Mar Vista Entertainment (sold to Fox Studios), shares his transition from 25 years in entertainment to building a vertically integrated real estate empire in Pittsburgh. [00:01 - 08:05] From Hollywood Producer to Real Estat…

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

28d 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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Build-to-Rent Trends with Chris Finlay 22:37

29d ago22:37

22:37

Chris Finlay, founder and CEO of Middleburg Communities, joins host Michael Bull, CCIM, to discuss the booming build-to-rent sector within the multifamily market. With over 20 years of experience in rental housing, Chris shares insights into the characteristics and demand for build-to-rent communities, including the demographics of tenants, retenti…

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Surprising Cycle Timing Discovery with CoStar's Chad Litell 33:08

1M ago33:08

33:08

Get the real story on U.S. property values and transaction volume. Show host Michael Bull, CCIM sites down with Chad Littell, National Director of of U.S. Capital Markets with CoStar Group for an enlightening look at where we are in the cycle including cap rate trends of each of the major U.S. property sectors. C5 + CCIM Global Summit 2025 - The pr…

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

1M 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

1M 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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Why Investors Follow People, Not Brands with Julia Anderson 34:47

1M ago34:47

34:47

Send us a text What does it take to gain the trust of investors and build a business that thrives in such a relationship-driven industry? In this episode of Weiss Advice, Yonah speaks with Julia Anderson, founder of Capital Catalyst and fractional CMO, who shares her journey from managing restaurants to becoming a marketing leader in real estate sy…

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

1M 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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Navigating Real Estate Retail Trends with Tom McGee 19:57

1M ago19:57

19:57

Retail is thriving! Join Michael Bull, CCIM and Tom McGee, President and CEO of ICSC, as we they dive into current market trends, consumer behavior, and the future of retail spaces. C5 + CCIM Global Summit 2025 - The premiere commercial real estate conference for networking, dealmaking, and investment opportunities, September 16-18th in Chicago: ht…

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The Best Investment You Haven’t Heard Of (Yet) with Chris Hanson 37:49

2M ago37:49

37:49

Send us a text What does it take to go from cash-advancing a credit card to building a vertically integrated, multi-state real estate empire? In this episode, Chris Hanson, the CEO and Founder of Hanson Capital Group, opens up about his real estate journey—from stumbling into trustee sales during the Great Recession to becoming a powerhouse in indu…

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

2M 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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Why Lead Generation Is the Real Estate Skill That Changes Everything with Carl SanFilippo 35:38

2M ago35:38

35:38

Send us a text Can one focused year of lead generation change your entire real estate career? In this episode, Carl SanFilippo, real estate broker, investor, and founder of a top-ranked RE/MAX franchise in New Jersey, shares how he went from a “dream job” he hated to building multiple businesses by mastering lead generation, distressed property nic…

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U.S. Medical Market Update with Paul Zeman 10:54

2M ago10:54

10:54

Join Michael as he explores the healthcare real estate market. His guest is Paul Zeman, President of Healthcare Real Estate Services at Bull Realty. Discussions include property level performance trends, cap rates, transaction volume and market timing considerations. C5 + CCIM Global Summit 2025 - The premiere commercial real estate conference for …

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

2M 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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PwC Outlook from Tariffs and OBBB Plus Interest Rate Expectations with Tim Bodner 32:06

2M ago32:06

32:06

In this episode, Michael Bull welcomes Tim Bodner, the Global Real Estate Leader at PwC, to discuss the implications of the recently passed "One Big Beautiful Bill" on the economy and commercial real estate. Tim shares insights on the bill's impact, including the significance of bonus depreciation and its potential to spur investment in new economy…

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

2M 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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2025 C5 + CCIM Global Summit with Scott Overby 13:55

2M ago13:55

13:55

In this week’s show we spotlight the 2025 C5 + CCIM Global Summit, scheduled for September 16–18 in Chicago. This premier three‑day commercial real estate conference—co‑hosted by the National Association of REALTORS® and the CCIM Institute—brings together investors, brokers, developers, economic leaders, and CCIM designees for deal‑driven networkin…

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From Software Revenue to Strategic Acquisitions with Morgan Ehrenzeller 34:58

2M ago34:58

34:58

Send us a text How does a teenager go from flipping code and mining Bitcoin to owning over 600 real estate units—all before turning 30? In this episode, Morgan Ehrenzeller, a real estate investor who began his entrepreneurial journey at just 14, shares how his early ventures in software and cryptocurrency laid the groundwork for his transition into…

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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

2M 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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Economist's View on the OBBB's Impact on Real Estate with Ryan Severino 34:18

2M ago34:18

34:18

BGO Chief Economist Ryan Severino joins Michael Bull, CCIM to share his perspective on the OBBB's potential impact on the economy and real estate. Discussions also include the current and long term impact of tariffs, and what the Fed will announce on interest rates towards the end of 2025. C5 + CCIM Global Summit 2025 - The premiere commercial real…

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

2M 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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How ADUs Are Reshaping Affordable Housing in California with Jonathan Mitchell 31:54

2M ago31:54

31:54

Send us a text How can rethinking local zoning laws turn small residential lots into high-yield, multi-unit housing solutions? In this episode, Jonathan Mitchell, founder of ADU Pals, a real estate developer specializing in scalable, affordable housing solutions in San Diego, shares his journey from growing up in Section 8 housing to launching a so…

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OBBB Impact on Economy & Commercial Real Estate with Mitch Roschelle 30:18

2M ago30:18

30:18

Mitch Roschelle joins show host Michael Bull to share the expected impact of the Big Beautiful Bill signed by President Trump. Discussions include bonus depreciation, tax cuts and incentives, and the impact on jobs, the economy, and real estate. C5 + CCIM Global Summit 2025 - The premiere commercial real estate conference for networking, dealmaking…

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

3M 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

3M 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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From Family Business to Full-Service Firm with Frank Sproviero 30:58

3M ago30:58

30:58

Send us a text What happens when generational grit meets strategic growth in commercial real estate? In this episode, Yonah sits down with Frank Sproviero, founder of One Alliance Companies, to unpack a career built on family legacy, hands-on experience, and entrepreneurial drive. From helping his immigrant family manage rental units in Brooklyn as…

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Real Estate & the Cannabis Industry in 2025 with Anthony Coniglio 19:24

3M ago19:24

19:24

Niche commercial real estate sectors often offer attractive risk adjusted returns. On this week's show, Michael gets the latest on real estate and REIT investing strategies in the current market and the latest on the cannabis industry from CEO of Newlake Capital Partners (NLCP) Anthony Coniglio. Discussions include economic outlook, interest rates,…

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

3M 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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337. Wait-and-See or Cut-and-Run? The Fed's Dilemma, Political Impacts on CRE, Office Distress Opportunities & More 54:43

3M 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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Industrial Outlook & Forecast with Ermengarde Jabir 19:38

3M ago19:38

19:38

How are tariffs, wars, consumer spending, oil prices, and new supply impacting industrial real estate? Moody's Economist Ermengarde Jabir joins Michael Bull for an inside look at what to expect from the current industrial market. C5 + CCIM Global Summit 2025 - The premiere commercial real estate conference for networking, dealmaking, and investment…

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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

3M 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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Why Passive Income Often Leads to Passive Losses with Shlomo Chopp 34:33

3M ago34:33

34:33

Send us a text What happens when commercial real estate owners ignore the fine print in their loan documents, and how can one mistake cost them everything? In this episode, Yonah welcomes Shlomo Chopp, a seasoned expert in structured finance, real estate, and distressed asset workouts. Shlomo shares his unconventional path into commercial real esta…

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

3M 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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Could the Office Sector Be Changing? with Phil Mobley 38:53

3M ago38:53

38:53

CoStar National Director of Office Analytics Phil Mobley joins Office Investment Sales Broker and Host Michael Bull, CCIM. Phil shares his insights on office performance expectations moving forward, with discussions including leasing and transaction velocity strategies for occupiers, lenders, and investors. C5 + CCIM Global Summit 2025 - The premie…

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

3M 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…

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Time to Buy or Sell? with Michael Bull, CCIM 28:13

3M ago28:13

28:13

Is it time to buy? Should we be selling today? What about development? On this week’s show, commercial real estate veteran broker Michael Bull, CCIM shares insight into the current market including acquisition, disposition and development timing. C5 + CCIM Global Summit 2025 - The premiere commercial real estate conference for networking, dealmakin…

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Retail Isn’t Dead — It’s Misunderstood with Andy Weiner 31:29

4M ago31:29

31:29

Send us a text What if your community's blighted mall could be transformed into a thriving, income-producing asset? Andy Weiner, founder of RockStep Capital, joins Yonah to share how he revitalizes struggling shopping centers by turning them into community-centered investments with strong cash flow. Drawing from over 30 years in retail and real est…

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333. Trading Through Cycles: Whole Loan Market Insights with John Toohig, Raymond James 30:42

4M ago30:42

30:42

In this special guest episode of The TreppWire Podcast, we are joined by John Toohig, Managing Director and Head of the Whole Loan Trading Group at Raymond James. We explore how his experience through multiple market cycles, including the great financial crisis, has shaped his perspective on risk and opportunities in today's lending landscape. John…

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Multifamily Market Outlook for 2026 & Beyond with Carl Whitaker 21:48

4M ago21:48

21:48

What will rate growth look like in 2026 and beyond? Where are the opportunities for investment or development? Join host Michael Bull, CCIM and RealPage Chief Economist Carl Whitaker as they provide a behind the curtains look at the multifamily sector. Bull Realty - Customized Asset & Occupancy Solutions: https://www.bullrealty.com/ Commercial Agen…

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332. Jobs Jitters, Jamie Dimon's Warning, Wells Fargo Unleashed, NYC Office Market Revival, & Green Shoots Across Sectors 45:39

4M ago45:39

45:39

In this week's episode of The TreppWire Podcast, we discuss the weak ADP jobs report and Jamie Dimon's stark warning about potential bond market cracks. We analyze the Fed's lifting of Wells Fargo's asset cap after seven years and home equity line of credit (HELOC) exposure. We discuss two significant office acquisitions including Blackstone's $850…

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331. Economic Exhaustion, Office-to-Resi Momentum, CRE CLO Comeback, & Multifamily Green Shoots 45:55

4M ago45:55

45:55

In this week's episode of The TreppWire Podcast, we discuss markets swinging on tariff threats and temporary delays. We examine the trade-offs between inflation and employment concerns and also discuss leaks of retail price increases. We analyze momentum in office-to-residential conversions with major projects in Times Square, Boston, and a former …