

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.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
Economic Shifts and Market Reactions
02:13 • 14min
Rising Special Servicing Rates: A Deep Dive into Office Sector Distress
16:05 • 4min
Navigating Distressed Assets and Special Servicing Insights
20:17 • 5min
Current Trends in Real Estate Markets
25:31 • 15min
Future Leaders and Community Impact
40:07 • 10min