268. Bank CRE Portfolio Deep Dive, SASB Analysis, Special Servicer Transfers & Appraisal Reductions
The TreppWire Podcast: A Commercial Real Estate Show
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Navigating Economic Uncertainties
This chapter examines the recent yield curve trends and their implications for recession fears and Federal Reserve decisions. It covers the pressures faced by commercial real estate markets, specifically highlighting the effects of rising interest rates and recent dividend cuts by key mortgage REITs. The discussion includes an analysis of loan performance in the office sector, potential pivots in Federal Reserve policy, and a comparison of current bond risks with historical financial crises.
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