35. Performance of CRE Bank Loans vs CMBS Loans, A Look at Occupancy Rates, The Regulatory Roundup

Since the beginning of the pandemic, reported occupancy rates have remained healthy in the office and multifamily property sectors. However, there are two types of occupancy to consider: physical and economic. In this week's episode, we welcome Lonnie Hendry, Head of Advisory Services at Trepp, to break down occupancy rate calculations, the latest regulatory issues, the performance of CRE loans in bank portfolios vs CMBS, and growth in the single family rental market. Episode Notes: The regulatory roundup (1:09) Performance of CRE loans in bank portfolios vs CMBS (14:13) The big CRE stories this week (22:33) A look at the single family rental market (32:14) Continued uncertainty in the office market (40:24) Physical vs economic occupancy rates (49:05) Deal of the week (52:23) Bankruptcies with CLO exposure (56:23)