As the Fed trimmed rates a second time this week after a cooler-than-expected CPI report, trade tensions between the U.S. and China appeared to ease, the federal shutdown entered its second month, Manus Clancy and Dianne Crocker dialed into what it all means for CRE. With Chair Powell’s caution that a December cut isn’t guaranteed, major corporate layoffs at Amazon, GM, and Paramount sharpened concerns that the job market is losing steam, giving the Fed more cover for additional rate relief. ...
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As the Fed trimmed rates a second time this week after a cooler-than-expected CPI report, trade tensions between the U.S. and China appeared to ease, the federal shutdown entered its second month, Manus Clancy and Dianne Crocker dialed into what it all means for CRE. With Chair Powell’s caution that a December cut isn’t guaranteed, major corporate layoffs at Amazon, GM, and Paramount sharpened concerns that the job market is losing steam, giving the Fed more cover for additional rate relief. ...
A Tale of Two Markets – CRE Distress vs. CMBS Resurgence with Morningstar’s David Putro
The CRE Weekly Digest by LightBox
34 minutes
3 months ago
A Tale of Two Markets – CRE Distress vs. CMBS Resurgence with Morningstar’s David Putro
David Putro, Head of Analytics for Morningstar Credit, doesn’t sugarcoat it. In this candid conversation with the LightBox team, he offers an unflinching look at where distress is building in commercial real estate and why resolution is moving at a crawl. With a sharp focus on office, multifamily, and malls, David explains why this cycle is unfolding slower than the last, and why some properties may never exit special servicing. From billion-dollar loans stuck in limbo to zombie malls survivi...
The CRE Weekly Digest by LightBox
As the Fed trimmed rates a second time this week after a cooler-than-expected CPI report, trade tensions between the U.S. and China appeared to ease, the federal shutdown entered its second month, Manus Clancy and Dianne Crocker dialed into what it all means for CRE. With Chair Powell’s caution that a December cut isn’t guaranteed, major corporate layoffs at Amazon, GM, and Paramount sharpened concerns that the job market is losing steam, giving the Fed more cover for additional rate relief. ...
