36. CECL 101, Recent CRE Valuations, The Declining CMBS Delinquency Rate

Certain provisions of the CARES Act provided community banks a delay in the implementation of CECL (current expected credit losses). In this week's episode, we take a deep dive into the world of CECL, the declining CMBS delinquency rate, recent CRE valuations, and CMBS issuance and pricing. We also discuss some creative solutions for celebrating Halloween this year. Episode Notes: Positive news amidst uncertainty (1:01) The declining CMBS delinquency rate (10:19) Recent CMBS issuance and pricing (22:49) Looking at recent CRE valuations (32:24) Analyzing office lease data (40:00) European market round-up (41:57) Deal of the Week (45:16) CECL 101 (47:18)