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 Decline of CMBS Delinquency
Lonnie Johnson: CMBS delinquency is trending in the wrong direction. The negative side of things is that everybody is most concerned about the office segment, another big uptick this month. We are now up slightly over 100 basis points on office delinquencies in just 90 days. In retail, they look great. Big improvement in retail. Modest improvements in industrial lodging,. modest uptick in multifamily.
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