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The TreppWire Podcast: A Commercial Real Estate Show
290. Rates are up, but so is Optimism? What the Numbers are Saying: Special Servicing Rates, Treasury Yields, CPI & Credit Stories
Nov 15, 2024
Tune in for an engaging discussion on recent macroeconomic shifts and their impact on the commercial real estate landscape. The conversation highlights rising special servicing rates, particularly in the distressed office sector. Discover insights from the October Senior Loan Officer Survey and the latest sentiment survey from industry experts. They also explore recent trends across multifamily, retail, and industrial markets, including notable transactions and challenges, all while embracing a tone of cautious optimism.
49:54
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Quick takeaways
- The commercial real estate lending landscape is shifting, with smaller banks tightening standards while larger banks ease multifamily loan requirements.
- The fourth quarter sentiment survey reveals cautious optimism among industry executives regarding recovery, despite concerns over multifamily asset performance plateauing.
Deep dives
CPI and Lending Standards Insights
Current trends in commercial real estate (CRE) lending reflect tightening standards among smaller banks while larger banks report a slight easing for multifamily loans. The October senior loan officer survey indicated a shifting landscape, raising questions about how regulators will adjust capital requirements post-election. The recent CPI print aligned with economists' predictions, leading to fluctuations in Treasury yields, particularly a notable change in the two-year and ten-year Treasury rates. With increased scrutiny from regulators and responding to these lending dynamics, optimism within the banking sector remains cautious, as the broader economic backdrop evolves slowly.
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Discover
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