In this week’s episode, we cover the latest CMBS delinquency report and what it means for the market as the rates descend from their mid-pandemic highs. We also dive into office and multifamily occupancy rates across major metro areas, review positive and negative stories for the office sector, discuss hotel sales, cap rates, and other news, and talk about The Donut Effect.
Episode Notes:
Economic signs that we’re turning a corner (0:25)
CMBS delinquencies (5:08)
Hotels rebounding (8:35)
New York happenings (11:08)
Positive and negative stories for office (13:22)
Office occupancy rates (23:03)
Hotel sales and cap rates (28:03)
Multifamily occupancy analysis (36:59)
Eviction Moratorium update (43:06)
Deal of the Week (45:13)
Shoutouts (47:01)
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