Want to create an interactive transcript for this episode?
Podcast: The TreppWire Podcast: A Commercial Real Estate Show
Episode: 8. The Impact of COVID-19 on CRE Valuations, the Next Wave of Delinquencies, New CMBS Issuance
Description: We welcome Lonnie Hendry, VP of CRE Product Management at Trepp, to examine the impact of COVID-19 on CRE property valuations. We also discuss fresh servicer data that shows increases in hotel and retail delinquencies, new CMBS issuance and what it means for the market, commercial mortgage investment returns for life insurance companies, and revisions to the TALF program to include a broader range of leveraged loans.
Episode Notes:
New CMBS issuance and what it means for the market (2:12)
More store closures and what happens next (4:31)
Fresh data on hotel and retail loan delinquencies (9:00)
What impact does this market dislocation...