While Commercial Real Estate has been in the news a lot lately, the struggles that many had predicted hadn’t translated into a really meaningful change in delinquency….until this May.  In May, commercial mortgage-backed securities (CMBS) delinquencies jumped by 122bp to 3.62%.  This jump was obviously driven by office properties and retail.  While multifamily and lodging...Read More

Amazon and Meta – If You Plant Ice, You’re Gonna Harvest Wind. In a fight no one would have expected in 2019, Amazon and Meta find themselves locked in a battle. Read More