68. Delinquency Drops, Return to the Office, Performance of CRE CLOs, Texas CRE Snapshot

In this week’s episode, we analyze the recent drops in the delinquency rate, especially for hotels and retail, and what it means for the market. We take listeners through the latest office headlines, retail news and earnings, CRE CLO performance, and dive into the Texas real estate market. Episode Notes: Market news (0:20) Retail earnings (1:54) Delinquency rates (6:48) Office news (11:30) Update on WeWork (20:56) Washington Prime Group (23:27) CRE CLO update (25:20) Texas news (34:07) Spreads on new deals (38:12) Shoutouts (41:25) Questions or comments? Contact us at [email protected].