54. Analyzing CRE Property Valuations, Q3 Bank Loan Performance, Fresh CMBS Delinquency Data

The $900 billion dollar relief bill includes targeted relief for commercial real estate. What does it look like? In this week's episode, we examine the relief measures, the preliminary December CMBS delinquency data, property valuations in this environment, Q3 bank CRE loan performance, and the Federal Reserve’s mid-year stress tests. The team also discusses the potential for new traditions in this COVID-holiday season and what those look like. Episode Notes: Relief for the CRE industry? (1:18) December CMBS delinquency data (9:10) New issue spreads and trends (12:20) Hotel repositioning trends (16:50) The future of senior housing (25:20) Value loss index analyses (29:40) Q3 bank CRE loan performance (35:10) Deals of the week (41:40) Mid-year bank stress tests (49:25) Holiday traditions (51:37) Questions or comments? Please contact Trepp at [email protected].