
200. Cutting Through the Haze; Looming Hotel Default Renews Lodging Concerns; More Office Subleases
The TreppWire Podcast: A Commercial Real Estate Show
00:00
The Monthly Payoff Report
The monthly payoff report shows the percentage of loans paying off at their maturity dates. In slower economic times, that number really falls. Right now, we're in a window where we're seeing about consistently 50% of the loans that get to their maturity date without having prepaid or defused earlier. So for those that follow that number, the thing buying IOs and betting on the extension trade is probably not a bad bet right now.
Transcript
Play full episode