Retail icons are being toppled, spelling major trouble for US shopping malls as a cascade of defaults looms.
6 min read · 01 July 2020
Distressed hotel deals are now visible, but access to many would-be discounted transactions in the sector looks restricted.
3 min read · 29 June 2020
Ratings agency S&P expects the delinquency rate to climb higher for June, although European CMBS are so far weathering the storm.
3 min read · 23 June 2020
The economic fallout from covid-19 has stoked fears of a liquidity crisis in US commercial property lending.
5 min read · 09 June 2020
Syndication is slow and capital value forecasts are bleak, but CMBS transactions remain liquid and real estate is expected to retain relative value.
3 min read · 07 May 2020
Last month’s real estate debt fire sales at the outset of the covid-19 outbreak in the US were just the tip of the iceberg for private real estate.
4 min read · 24 April 2020
Coronavirus shutdowns have pushed nearly $25bn of US CMBS loans to the brink of delinquency, and the worst is yet to come.
3 min read · 23 April 2020
Lenders are facing calls to grant interest payment holidays, force majeure is on people’s minds, and operational property is expected to be hardest hit.
3 min read · 16 April 2020
Rating agency S&P Global is monitoring sponsors’ performance, but believes transactions are equipped to deal with liquidity stress.
4 min read · 09 April 2020
German lenders are lost for words, opportunistic credit specialists are gearing up, and sponsors are dealing with a loss of income.
3 min read · 02 April 2020
