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Podcast: The TreppWire Podcast: A Commercial Real Estate Show
Episode: 16. Signs of Stress in Corporate CLO Market, Record-Breaking CMBS Delinquencies, Exodus from Cities
Description: We welcome Andrew Jacobs, Head of Structured Finance at Trepp, to examine signs of stress in the corporate CLO market. We also discuss the potential record-breaking CMBS delinquency rates, the appraisal reduction process, this week’s major headlines in lodging and retail, and the migration from big cities. We also make weekend plans for a trip to the drive-in movies.
Episode Notes:
Record breaking CMBS delinquency rates? (4:04)
Spotlight on the CMBX 13 index (9:15)
This week’s lodging and retail headlines (11:05)
The appraisal reduction process (22:32)
Is the appeal of big cities wearing off? (27:15)
Signs of stress in the corporate CLO market (35:06)
Winners and...