49. Falling Occupancy Rates, Bank CRE Loan Delinquencies, Demand for Office Space

Last week we talked about falling occupancy rates in the multifamily housing market. In this week's episode, we take a deeper dive into this potential trend across all property types. We also look at bank CRE loan vs CMBS delinquencies, the demand (or lack thereof) for office space, and the most recent bad news for retail. Listen here. Episode Notes: Bank CRE loan delinquencies (3:21) Multifamily occupancy rates dipping (10:44) More bad news for brick and mortar retail (17:48) The demand (or lack thereof) for office space (33:27) Deal of the Week (43:59) Aggregate risk in corporate CLOs (54:29) Questions or comments? Contact us at [email protected]