34. Takeaways from Mid-Month CMBS Delinquency Report, A Mixed Bag of Office News, Loan Deferrals 101

In the office market, we’re seeing the fits and starts of a physical return to work play out this week. In this episode, we discuss the mixed bag of office news, takeaways from the mid-month CMBS delinquency report, the first case we’ve seen of a loan deferral with no advancing, and what the holiday season might look like in retail this year. Episode Notes: A relief bill for CRE is looking very unlikely (1:10) Mid-month CMBS delinquency numbers (6:05) Amazon entering the luxury space (15:07) UK retail news (19:14) The fits and starts of returning to the office (22:07) Deal of the Week (36:12) A loan deferral with no advancing (40:07) CLO News: Delta and Chuck E. Cheese (45:12) What will the holiday season look like for retail? (49:58)