299. CRE Market Context: 2025 Predictions, Delinquency Perspectives, Credit Events, & Opportunities Ahead
The TreppWire Podcast: A Commercial Real Estate Show
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Trends in Commercial Real Estate Delinquency
This chapter explores the alarming increase in the U.S. office delinquency rate within commercial mortgage-backed securities (CMBS), which has reached an unprecedented 11.01%. It offers a comprehensive analysis of delinquency trends across various property types while highlighting the ongoing challenges in the office sector compared to improvements in industrial and lodging properties. The discussion also forecasts potential future delinquency rates and examines the economic factors influencing these trends, providing critical insights into the dynamics of the commercial real estate market.
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