

213. CRE Rundown: Transactions, Office Value Reductions, Puerto Rican Loan Pay Off, Delinquency Data
4 snips Aug 31, 2023
This podcast episode discusses an economic update, the potential bankruptcy of Rite Aid and its impact on loans, the latest CMBS delinquency report, apartment complex sales in different locations, the sale of a stake in the Bellagio Hotel and Casino, and a Nashville office deal. The hosts also mention upcoming research on student housing and share personal anecdotes.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 4min
Uncertainty, Unease, and Two Americas
04:25 • 4min
Rite Aid's Potential Bankruptcy and Impact on Loans and the Market
08:51 • 3min
CMBS Delinquency Report and Delinquency Trends across Property Types
11:54 • 4min
Apartment Complex Sales
16:03 • 22min
Bellagio Hotel Sale and Nashville Office Deal
38:28 • 9min