C M B S Delinquency Forecast

In this week’s episode, we share our results from our CRE Sentiment Survey, covering macroeconomic, CRE and CMBS, and business-specific takeaways and impacts on market participants. We discuss recent positive CRE and CMBS developments in terms of issuance, pricing, and property type news. Episode Notes: • Macro update: inflation, jobs, Fed comments (0:23) • Earnings reports (7:34) • State of the CMBS market (10:15) • Macroeconomic sentiment (16:16) • CRE sentiment (20:45) • New office developments (26:33) • Office renewals (30:48) • Student housing demand (34:50) • Retail headlines (39:30) • Mall story (43:54) • Shoutouts (45:48) Questions or comments? Contact us at podcast@trepp.com. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp-llc Facebook: www.facebook.com/TreppLLC