130. Bank Loans to Watch, CRE Impact of Rising Rates, Sneak Peek at Delinquencies

Matt Anderson, Managing Director at Trepp, joins the team in this week's episode to talk all things inflation, interest rates, and investment returns. We also discuss the possible yield curve inversion, preliminary bank CRE loan and CMBS delinquency numbers, and stories in the office and lodging sectors. Stick around to hear our coverage of the percentage of bank loans that are on the watchlist. Episode Notes: Market data to digest (0:27) Green shoots in CMBS (6:10) Is the curve inverted? (13:07) What have interest rate spikes done to CRE historically? (15:23) Are we in a euphoric period? (21:24) Preliminary CMBS delinquencies (26:14) Lodging quick hits (29:36) Office news (34:47) Bank loan delinquencies (37:31) Green shoots (41:20) Shoutouts (45:00) Questions or comments? Contact us at [email protected]. Follow Trepp: Twitter: www.twitter.com/TreppWire LinkedIn: www.linkedin.com/company/trepp-llc Facebook: www.facebook.com/TreppLLC