22. Improving CMBS Delinquency Rates, Noteworthy CRE Stories, Shifting Trends in Office

We’re only mid-way into July, but early indications are that delinquency rates are improving. In this week’s episode of The TreppWire Podcast, we examine the factors behind a potentially declining CMBS delinquency rate, noteworthy CRE headlines of the week, the CMBX 10 index, shifts in the office market, and takeaways from bank earnings. Episode Notes: Signs of a tepid recovery (1:10) Improving CMBS delinquency rates? (6:11) Noteworthy CRE loan headlines this week (13:04) Digging into CMBX 10 (18:58) Manus and Joe’s PSA: Wear a mask (22:31) Back to school? (26:07) Shifting trends in the office market (29:22) Takeaways from bank earnings (33:03) “Necessity is the mother of invention” (35:54)