190. It's Happening: Office Delinquencies Tick Up Again, Calls for Bank Regulation, and Wrap on Q1
The TreppWire Podcast: A Commercial Real Estate Show
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The B REIT and the Starwood REIT
Lonnie Borsuk: I think we missed a potential sign of trouble to come when the REITs had their withdrawals about four months ago. He says they have a 2% redemption limit per month or 5% per quarter. And it appears basically every month since then they've been bumping up against that redemptions limit, so there could be a second tail going on here. A couple of days ago Warren Dahan released what he said is consistent with real estate roundtable asking regulators to give some concessions and at least continue to fight for these assets.
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