Oil weak despite dollar flat and massive risk-on momentum.
Commodities are telling us us a lot about global demand and growth. pic.twitter.com/SWk7cBMRKD
— Daniel Lacalle (@dlacalle_IA) November 5, 2020
Occupancy in an office backing a $25.8M #CMBS loan slipped by 24% since the end of 2019 following "tenant departures and downsizings, as well as a lack of leasing traction."
The collateral is an office in #Albany, NY.
— Trepp (@TreppWire) November 5, 2020
the overnight realization that CRE is subject to disruption in various ways. everything is location and property specific now. there's no single answer anymore to "how is CRE performing" pic.twitter.com/QSvz84XKdR
— EB (@EllliotttB) November 5, 2020
— Invariant Perspective (@InvariantPersp1) November 6, 2020