Want to create an interactive transcript for this episode?
Podcast: The TreppWire Podcast: A Commercial Real Estate Show
Episode: 130. Bank Loans to Watch, CRE Impact of Rising Rates, Sneak Peek at Delinquencies
Description: Matt Anderson, Managing Director at Trepp, joins the team in this week's episode to talk all things inflation, interest rates, and investment returns. We also discuss the possible yield curve inversion, preliminary bank CRE loan and CMBS delinquency numbers, and stories in the office and lodging sectors. Stick around to hear our coverage of the percentage of bank loans that are on the watchlist.
Episode Notes:
Market data to digest (0:27)
Green shoots in CMBS (6:10)
Is the curve inverted? (13:07)
What have interest rate spikes done to CRE historically? (15:23)
Are we in a euphoric period? (21:24)
Preliminary CMBS delinquencies (26:14)
Lodging quick hits (29:36)
Office...