

268. Bank CRE Portfolio Deep Dive, SASB Analysis, Special Servicer Transfers & Appraisal Reductions
Jul 25, 2024
This week dives into Blackstone's surprising dividend cut and stronger-than-expected GDP figures. It examines the complexities of SASB bonds tied to delinquent office loans and scrutinizes banks' exposure to office properties. Multifamily origination trends reveal rising deal volumes for smaller properties. The discussion also touches on recent appraisal reductions and loans transitioning to special servicing, stirring insights on the broader commercial real estate landscape.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 2min
Navigating Economic Uncertainties
02:09 • 14min
Banks and Commercial Real Estate Pressures
15:46 • 8min
Maximizing Social Media Impact in Commercial Real Estate and Multifamily Trends
23:43 • 4min
Fluctuations in Multifamily and Commercial Real Estate
27:59 • 19min
Market Updates and Listener Engagement
46:41 • 5min