cmbs

Office CMBS delinquencies just hit a record 11.7%. About $936 billion in CRE loans mature in 2026, with many borrowers unable to roll the debt.

🚨🚨🚨🚨🚨Why This Is Dangerous:– The CMBS delinquency surge shows credit deterioration = actual defaults!– The FDIC unrealized loss chart shows valuation deterioration/paper losses👇– Both stem from higher interest rates and falling asset prices, meaning the stress isn’t… pic.twitter.com/EXMXRBrJ9q — James Sullivan (@SullivanJam) November 6, 2025 – Office property loans show record delinquencies at 11.76%. – Banks reduce …

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Office CMBS Delinquency Rate jumps to 11.7%, the highest level in history

Commercial delienquent obligations in a parapbolic uptrend pic.twitter.com/BdsleKWmKu — Ari.Is.Investing (@InFoTheLongTerm) October 5, 2025 The office and multifamily sectors of commercial real estate loans got further bludgeoned in August, despite large-scale extend-and-pretend and forbearance deals executed in the hopes for better times and lower interest rates and more demand so that lenders don’t end up …

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US Q3 GDP Forecast Falls To 3% From 3.5% On Decline In Equipment Investment (CMBS Office Delinquency Hits All-time High!)

by confoundedinterest17 US Q3 GDP fell slightly in Atlanta Fed’s GDPNow latest revision to 3.0% from 3.5% last week. The source of the decline in GDP? Equipment investment fell to 8.9. From 11.7. Hard to sustain high levels of equipment investment. On a related note, office CMBS just hit all-time high. Yes, higher than the …

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Rise! CMBS Continues To Struggle Under Biden/Harris (Delinquency Rate For Office Space Hits 10.4%)

by confoundedinterest17 CMBS delinquencies are on the rise. The delinquency rate for commercial mortgage-backed securities (CMBS) tied to office properties reached 10.4 percent in November 2024, approaching the 10.7 percent peak reached during the 2008 financial crisis. The ascent is the fastest two-year increase on record, with rates climbing 8.8 percentage points since late 2022, …

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