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The TreppWire Podcast: A Commercial Real Estate Show
The TreppWire Podcast, A CRE Show
362 episodes
1 day ago
Leveraging Trepp’s market expertise and proprietary data sets, The TreppWire Podcast enables listeners to stay up-to-date on all things commercial real estate, structured finance and banking. Featuring Trepp subject matter experts and guests from across the industry, the weekly podcast explores how recent events have impacted both the markets and the daily lives of market participants. Questions or comments? Please contact us at podcast@trepp.com.
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All content for The TreppWire Podcast: A Commercial Real Estate Show is the property of The TreppWire Podcast, A CRE Show and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Leveraging Trepp’s market expertise and proprietary data sets, The TreppWire Podcast enables listeners to stay up-to-date on all things commercial real estate, structured finance and banking. Featuring Trepp subject matter experts and guests from across the industry, the weekly podcast explores how recent events have impacted both the markets and the daily lives of market participants. Questions or comments? Please contact us at podcast@trepp.com.
Show more...
Business
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347. When Tides Pull Back: Finding CRE Opportunities in Supply-Demand Imbalances with Samir Tejpaul, Madison Realty Capital
The TreppWire Podcast: A Commercial Real Estate Show
44 minutes 23 seconds
2 months ago
347. When Tides Pull Back: Finding CRE Opportunities in Supply-Demand Imbalances with Samir Tejpaul, Madison Realty Capital

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 imbalances to develop investment theses across different asset classes and geographies. We dive into the evolving private credit landscape, Madison's value creation lending strategy, and their headline-making $720 million office-to-residential conversion loan for the Pfizer headquarters in New York City. We also explore the shifting dynamics of the office sector, the growing momentum behind office-to-residential conversions across the country, and the importance of building long-term client relationships through market cycles. Tune in now.

 


Episode Notes

  • Start in Commercial Real Estate (1:32)
  • CRE Market Evolution 2011-2025 (3:50)
  • Strategic Demographic-Based Investment Approach (10:20)
  • Private Credit Market Growth Outlook (16:27)
  • Borrower Behavior Around Interest Rates (21:20)
  • Pfizer HQ Conversion Loan Deal (24:45)
  • Social Media's Impact on Brand Perception (32:50)
  • Office Market Recovery and Refinancing (36:11)


Questions or comments? Contact us at podcast@trepp.com. 


Follow Trepp:  

X: www.x.com/TreppWire 

LinkedIn: www.linkedin.com/company/trepp  

The TreppWire Podcast: A Commercial Real Estate Show
Leveraging Trepp’s market expertise and proprietary data sets, The TreppWire Podcast enables listeners to stay up-to-date on all things commercial real estate, structured finance and banking. Featuring Trepp subject matter experts and guests from across the industry, the weekly podcast explores how recent events have impacted both the markets and the daily lives of market participants. Questions or comments? Please contact us at podcast@trepp.com.