34. Takeaways from Mid-Month CMBS Delinquency Report, A Mixed Bag of Office News, Loan Deferrals 101

The TreppWire Podcast: A Commercial Real Estate Show

English - September 17, 2020 00:00 - 51 minutes - 70.9 MB
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Previous Episode: Predictions for the Future of CRE Finance, Problems in Multifamily, a Wave of Retail News

Next Episode: Takeaways from the Mid-Month CMBS Delinquency Report, A Mixed Bag of Office News, Loan Deferrals 101

In the office market, we’re seeing the fits and starts of a physical return to work play out this week. In this episode, we discuss the mixed bag of office news, takeaways from the mid-month CMBS delinquency report, the first case we’ve seen of a loan deferral with no advancing, and what the holiday season might look like in retail this year.

Episode Notes:
A relief bill for CRE is looking very unlikely (1:10)
Mid-month CMBS delinquency numbers (6:05)
Amazon entering the luxury space (15:07)
UK retail news (19:14)
The fits and starts of returning to the office (22:07)
Deal of the Week (36:12)
A loan deferral with no advancing (40:07)
CLO News: Delta and Chuck E. Cheese (45:12)
What will the holiday season look like for retail? (49:58)