264. Firms Commit to Deploy Dry Powder, Banks Begin to Sell NPLs, Delinquency & SASB Update
The TreppWire Podcast: A Commercial Real Estate Show
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Analysis of Bank Loan Performance and CMBS Data
The chapter delves into the comparison of delinquency rates between bank loans and CMBS loans in commercial real estate, noting an uptick in delinquencies in Q1 of 2024. Different property types exhibited varying levels of delinquency, with the industrial sector showing signs of weakness, underscoring the importance of property type-specific delinquency data in the banking sector.
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