A hub for independent voices and hard truths
CONSUMER CREDIT CRISIS HIDING BEHIND MODIFICATIONS? THIS WILL LEAD INTO HOUSINGDelinquencies highest since '17. Student debt vertical. SLM masks with $1B "rescue" that failed. Structural rot or elite denial? You decide. $SLM $TLT Full expose: https://t.co/Jk0TkOddWi pic.twitter.com/IGBrQiR1i3 — 7 (@quantLR) …
Both Fannie and Freddie report that serious delinquencies in multifamily are rising to multi year highs. 👇🏼 pic.twitter.com/BmgxaYA14C — Kalani o Māui (@MauiBoyMacro) January 15, 2026 Florida condo crash happening in real-time. Seller cut price to $256k. Back in 2022, …
by confoundedinterest17 Housing and rental properties are simply unaffordable. Freddie Mac Serious Delinquency Rate on Multifamily (Apartment) loans soared to highest rate since 2000. Since it is as of January 31, 2025, you can’t blame this on Donald Trump (although I …
Landlords in the commercial real estate sector are indeed facing a significant challenge with $1.5 trillion of debt maturing by the end of next year. Approximately a quarter of this debt could be difficult to refinance due to higher interest …
by confoundedinterest17 It begs the question: where are the 10+ million illegal immigrants living who have poured over the border under Binden/Mayorkas? Especially when 5+ units housing starts dropped -51.7% since last year (YoY) in May. And the trend under …
The commercial real estate sector continues to experience elevated stress. The latest crack to emerge is the increasing number of delinquencies on multifamily mortgages. The borrowers who took out these loans typically used them to purchase multifamily complexes, intending to …
This indicates that over $2 billion worth of multifamily Commercial Mortgage-Backed Securities (CMBS) loans have been flagged for potential default. The implication is that there may be financial distress in the multifamily real estate sector, possibly leading to increased defaults …
A complete writeup of our vacancy index methodology can be found here: https://t.co/IRWYcXCdQn And the complete dataset, including local estimates for hundreds of locations across the U.S., is available here:https://t.co/NpXMOeVbSD 10/ — Igor Popov (@IAPopov) August 30, 2023 We’ve also …
via commercialobserver: Properties and mortgage notes securing nearly $600 million in outstanding CMBS debt were auctioned from January through mid-June 2023, based on CRED iQ’s observations of impending losses for investors. Sales through an auction can take a couple of months …