CRE's Banking Woes
March 24, 2023
The Delinquencies and Distress Are HereA CRED iQ analysis shows that conditions in many metros tipped in February.
March 22, 2023
Bank Jitters Could Cause a Real Estate Bond MessA sudden flood of MBS or CMBS onto the market could undercut current values.
March 16, 2023
Signature Shutdown Blows Huge Hole in NYC's CRE LendingShuttered bank issued the most CRE-backed loans in city since 2020.
March 21, 2023
Monetary Tightening Could Shutter 186 Banks Says StudyThe danger is not enough liquidity to satisfy all depositors in a bank run.
March 20, 2023
Big Banks Worry About New Regulations Impacting Regional Bank Lending"I hope there is a recognition of the importance of the smaller banks to the structure of the US economy."
March 23, 2023
Transaction Volumes Hit the Wall in All Property Types Last MonthCap rates are on the rise and there's a wave of maturing loans, plus increasing distressed sales.
March 24, 2023
Green Street Still Expects a Soft Landing for CREStill, more private-market pricing degradation is likely, it says.
March 22, 2023
My Best Guess on When Deal Velocity Will ReturnFOMO will make institutional investors jump in earlier than they might otherwise have.
March 23, 2023
The Last Time CRE Returns Were This Negative It Was the GFCHotel was the only segment that registered positive returns in Q4.