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Podcast: The TreppWire Podcast: A Commercial Real Estate Show
Episode: 4. Sharp Increase in Non-Payment on Hotel and Retail Loans, Bank Earnings, Downgrade Risk in CLOs
Description: We discuss the sharp increase in non-payment on hotel and retail loans, the discouraging macroeconomic data, takeaways from bank earnings reports, downgrade risk in CLOs, and what we're doing to keep our sanity.
Episode Notes:
The discouraging economic data (00:52)
Takeaways from bank earnings reports (02:23)
The sharp increase in non-payment on hotel and retail loans (07:20)
How are CMBS servicers and borrowers dealing with forbearance requests? (10:48)
The outlook for the multifamily and office sectors (14:42)
Downgrade risk in CLOs? (19:58)
What are we doing to keep our sanity? (27:56)