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Podcast: The TreppWire Podcast: A Commercial Real Estate Show
Episode: 166. Will Floating-Rate Loans Sink Upon Maturity?, Delinquencies Rise, No Leaks in the Boat... Yet
Description: This week, investors expected the interest rate increase, but the commentary was more hawkish than predicted. In this episode of The TreppWire Podcast, we dive into the latest economic and CMBS data, highlighting the recent rise in delinquencies. In digging through the data, we found that there is about $300M worth of active "floating-rate" loans, so what is the story here? Then, we share green shoots and crabgrass for multifamily, office, and hotels. Tune in now.
Episode Notes:
- Economic update (0:23)
- CMBS delinquency report (10:10)
- CMBS spreads (16:55)
- Digging through the data (21:32)
- Multifamily sale (28:03)
- Multifamily headlines (33:43)
- S...