May 28, 2020
In this note, we examine the performance of the CRE debt market during the 2008 global financial crisis (GFC), compare the state of the pre-GFC and pre-COVID markets and use this framework to analyze the potential impact of COVID-19 to the CRE debt market.
April 24, 2020
We examine an opportunity in credit markets recently impacted by action from the Federal Reserve.
April 7, 2020
The outbreak of COVID-19 has caused an unprecedented dislocation in economic activity, thrusting us squarely into the unknown. We assess the current economic reality, the state of the CRE market as it entered this crisis, and what we’re watching as we progress through it.
March 31, 2020
Learn about impacts of COVID-19 on the corporate credit market, how this sell-off sits in context with previous sell-offs, and trends we’re watching this quarter.
February 3, 2020
Real estate lending remains conservative and the CMBS delinquency rate recently hit a post-crisis low.