With servicer data slowly showing signs of how the pandemic impacted commercial real estate, it is time to look at last year's delinquencies and whether these loans are starting to "cure" or pay off. In this week’s episode, we preview the current status of loans that were delinquent during the height of the COVID market crisis, review office vacancies, and give an update on the retail apocalypse and the student housing and single-family rental markets.
Episode Notes:
Weekly economic update (0:48)
Where are last year’s delinquent loans now? (6:38)
Government offices shrinking space (10:04)
Office vacancies (15:23)
Positive office headlines (19:28)
“Retail apocalypse” update (21:25)
Hotel news (32:06)
Multifamily occupancy analysis, student-housing (39:53)
Single-family rental market (43:31)
Shoutouts (45:25)
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The TreppWire Podcast: A Commercial Real Estate Show