In this week’s episode, Andrew Jacobs shares a CMBS market update, highlighting special servicing rates, recent loan losses, and issuance numbers. Then, we discuss operators shedding retail assets, industrial interest, and office occupancy news. We close with an update on the increased demand in the single-family rental market. Stick around to hear the team talk MLB and Masters opening day, and Tiger Woods' return
Episode Notes:
• Economic news (0:23)
• Special servicing rates (7:00)
• March loan losses (10:10)
• Q1 CMBS issuance (12;31)
• Westfield shedding US malls (13:45)
• Retail crabgrass (15:51)
• Positive retail (21:29)
• Industrial news (22:45)
• Office occupancy (27:25)
• Single-Family Rentals (32:58)
• Apartment converted to hotel(37:46)
• Shoutouts (39:59)
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