50. A Global Inflection Point, Special Servicing Rates Decline, Changes in Corporate/Consumer Habits

The sense is that we’re at a global inflection point, with the economy dependent on how fast a vaccine can be fully approved and distributed. In this week's episode, we break down the recent macro news, a declining CMBS special servicing rate, the loan payoff report, and the potential permanent changes in corporate and consumer habits. We also analyze Bob Dylan and Stevie Nicks’ recent nine figure catalog sales.

Episode Notes:
A global inflection point (1:04)
The declining CMBS special servicing rates (8:38)
Rethinking the Manhattan retail market (14:09)
The loan payoff report (21:00)
Permanent changes in corporate and consumer habits? (24:37)
Noteworthy CRE stories (32:50)
Deal of the Week (38:34)
Shout outs (42:05)
Bob Dylan and Stevie Nicks (46:30)

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