Improving CMBS Delinquency Rates, Noteworthy CRE Stories, Shifting Trends in Office

The TreppWire Podcast: A Commercial Real Estate Show

English - July 17, 2020 00:00 - 37 minutes - 51.9 MB
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Previous Episode: 22. Improving CMBS Delinquency Rates, Noteworthy CRE Stories, Shifting Trends in Office

Next Episode: 23. Signs of Progress and Peril in the US and European CRE and CLO Markets

We’re only mid-way into July, but early indications are that delinquency rates are improving. In this week’s episode of The TreppWire Podcast, we examine the factors behind a potentially declining CMBS delinquency rate, noteworthy CRE headlines of the week, the CMBX 10 index, shifts in the office market, and takeaways from bank earnings.

Episode Notes:
Signs of a tepid recovery (1:10)
Improving CMBS delinquency rates? (6:11)
Noteworthy CRE loan headlines this week (13:04)
Digging into CMBX 10 (18:58)
Manus and Joe’s PSA: Wear a mask (22:31)
Back to school? (26:07)
Shifting trends in the office market (29:22)
Takeaways from bank earnings (33:03)
“Necessity is the mother of invention” (35:54)