Trepp, Inc.

Jamie Dimon recently said "when you see one cockroach, there are probably more." But is that really what Q3 bank earnings are telling us? We analyzed 10 regional and community banks' earnings reports. The verdict? Resilience with pockets of stress, not a swarm! 🔍 What we found: - Pipelines are full and converting. Multiple banks guiding to continued loan growth into 2026 - Competition is back (mostly on pricing, not structure). Banks holding the line on covenants/amortization vs. looser private credit terms - Credit hits are idiosyncratic, not systemic. Yes, there were "cockroaches", a bankruptcy charge-off here, a fraud incident there, but not a wave. - Office remains the known overhang through 2026, but losses are lumpy, not spreading For bank-by-bank detail on pipelines, non-performing loans, charge-offs, and what's really happening in CRE portfolios, read our full Q3 review: https://hubs.li/Q03T6L_D0

🚨Trepp, Inc. is proud to be recognized by GlobeSt.com as one of CRE’s Best Places to Work in 2025. This recognition reflects Trepp’s culture of innovation, collaboration, and excellence across the organization, values reflected in the initiatives that drive our team every day. Our Multicultural Employee Resource Group (TreppMERG) leads programs that advance professional development, diversity, and inclusion. In 2024, TreppMERG hosted the Bid to Give charity auction in memory of longtime employee Shari Linnick, raising more than $32,500 for the NYU Schack Memorial Scholarship and City Harvest charity. Trepp was also recognized for our AI Hackathon technology event, our comprehensive benefits, education programs, and team-driven achievements that continue to push our business forward. “Our culture is rooted in innovation, collaboration, and trust. While our data defines our brand, it’s our people who bring that mission to life every day,” said Annemarie Germano DiCola, CEO at Trepp. Thank you to the GlobeSt. team for the recognition and to our incredible team who makes Trepp a truly great place to work. Click here to read more: https://hubs.li/Q03T0-5R0 #CommercialRealEstate #CRE

Did you know? A benefit of being a Trepp client is access to monthly Targeted Training sessions hosted by our Product Team, designed to help you get the most out of Trepp’s solutions. This month, we’re making it even more interactive with live Office Hours featuring our CRE Product Team. It’s your chance to connect directly with our experts for real-time Q&A and best-practice guidance. 🔹Clients: Check your inbox for the invite. 🔹Not a client? Reach out info@trepp.com to learn more. #CRE #CommercialRealEstate #TreppCRE #ClientTraining

As the commercial real estate landscape continues to evolve, staying ahead of emerging lending opportunities is more important than ever. Trepp’s CEO, Annemarie Germano DiCola, will be speaking at Commercial Observer’s National Finance Forum tomorrow, November 13 at The Metropolitan Club in NYC. Annemarie will join the panel discussion, “Old vs. New: Showcasing the Most Coveted Lending Opportunities,” alongside Zachary Cohn (Brookfield), Dan Cooperman (Mavik Capital), Jacob (JJ) Weinstein (BHI), Keith Kurland (Walker & Dunlop), and Moderator Joseph Lanzkron (Cleary Gottlieb Steen & Hamilton LLP). The panel will explore some of the most dynamic areas in CRE from data centers and renewed strength in office to continued momentum in multifamily and more. You can still register to join the event today. Use Trepp's code FINANCE50 for $50 off: https://lnkd.in/grVsxTqt #CommercialRealEstate #CRE #RealEstateFinance #NewYorkCity #CommercialObserver #Trepp

📅 You don’t want to miss this unique webinar, Office, Industrial, and the State of CRE in 2025 and Beyond: What the Data Says with Trepp, Inc.- featuring Lonnie Hendry, November 12, 2025, at 2 p.m. ET. As 2025 winds down, commercial real estate markets continue to navigate a shifting economic environment. Slower growth, elevated interest rates, and selective liquidity are reshaping credit availability and pricing across the sector. In this 45-minute webinar, Lonnie Hendry, Trepp’s Chief Product Officer and Host of The TreppWire Podcast, will break down what recent trends in rates, inflation, and credit conditions mean for commercial real estate. The discussion will also explore the growing performance gap between office and industrial properties and provide an in-depth look at the latest CMBS delinquency and special servicing trends. Register today: https://hubs.ly/Q03St5Jx0 #Webinar #CRE #SIOR #CREWebinar

🚨Final Week to Submit Nominations for Trepp Future CRE Leaders! This is the last week to submit nominations for the Trepp Future CRE Leaders program for those graduating in December 2025. The program recognizes outstanding and innovative students ready to make an impact in the industry. Eligibility & Criteria: ✅December 2025 graduate ✅Major, minor, concentration, or relevant experience in: - Commercial Real Estate (CRE) - Finance (real estate emphasis) ✅Letter of recommendation encouraged (not required) ✅Self-nominations and professor nominations welcome! How to Apply: Submit your cover letter, resume, and headshot by this Friday, November 14, 2025, to be considered here: https://hubs.li/Q03SqjvV0 #Trepp #TreppFutureCRELeaders #CRELeader #CommercialRealEstate #CRE #Careers

What a week in Louisville! The Trepp team had an incredible time connecting with CRE professionals, sharing insights on the evolving office market, and showcasing how TreppCRE and our suite of solutions continue to deliver clarity and confidence through better data. Highlights from the SIOR Fall event included the welcome reception at the Louisville Slugger Museum, a memorable afternoon at Churchill Downs, and Sumit Grover’s engaging panel discussion, “Office on the Move – Data & Incentives in Action,” which covered rent and expense trends in Louisville, Nashville, and Tampa, as well as key balance sheet and delinquency insights shaping the office market. A big thank you to SIOR Global for hosting another outstanding event and to everyone who stopped by our booth to talk all things data, trends, and Trepp! Want deeper insights from the conference? Book a meeting with one of Trepp’s experts here: https://lnkd.in/eq7ibzb9 

In October, the overall Trepp CMBS delinquent balance rose $1.1 billion to $44.6 billion, and the outstanding balance decreased $3.2 billion to $598.1 billion. Both of these increases contributed to the surge in the overall delinquency rate to 11.76%. On Episode 361 of The TreppWire Podcast, we break down the data and take a closer look inside the office and multifamily loans that either cured or went newly delinquent, shedding light on the key drivers behind the movement in rates. Tune in: https://hubs.li/Q03Sdm830

The Trepp CMBS Special Servicing rate rose to another record in October, climbing 19 basis points to hit 10.84%. Mixed-use properties saw the largest increase, jumping 145 basis points to a 12-year high of 13.40%. The office rate also climbed 39 basis points to a new record of 17.30%, surpassing 17% for the first time on record. Looking to see how the other property types' rates shifted? Or the largest loans to transfer to special servicing? Check out the full report: https://hubs.li/Q03Sdk3j0

Ever wonder how your peers in the life insurance industry are measuring commercial mortgage performance? Trepp provides access to the LifeComps® Commercial Mortgage Index, the industry’s benchmark for tracking the performance of CRE loans held by life insurance companies. LifeComps delivers a comprehensive view of life company mortgage performance with: - Time-weighted total returns for life company CRE loans - Cash yields, income, and appreciation returns - Attribution, delinquency, and basis point loss analyses - Sub-portfolio insights by property type, region, loan size, origination year, and more What makes LifeComps unique? ✅ 100% based on actual loan transaction data and insurer valuations ✅ Participation limited to insurance companies, ensuring unmatched integrity ✅ Fully documented, transparent methodology ✅ Strict data rules to maintain consistency and accuracy For insurance companies, investors, and analysts, LifeComps offers a rare, data-driven lens into CRE mortgage performance, available through Trepp. Want to learn more? Request more information here: https://hubs.li/Q03Scrbx0 #Trepp #LifeComps #CommercialRealEstate #CREData #Insurance #Benchmarking #CMBS #DataAnalytics