The Rise in CRE Delinquencies, What the Smart Money is Looking at, Signs of Life in Corporate Loans

This week, we discuss the rise in CRE delinquencies and the new way to interpret the numbers, what the smart money is looking at, the ongoing challenges in lodging, and signs of life in the corporate loan market, among many other things. Episode Notes: The scorecard for the CMBS and CRE industries (0:58) A look at REIT earnings (6:20) The rise in CMBS delinquencies (11:59) What the smart money is looking at (13:33) New numbers from Fannie and Freddie (16:04) What's the future of co-working? (19:22) Lessons for CRE from this week's tech earnings (23:24) Digging into the lodging sector (26:56) Signs of life in the corporate loan market (29:57) Mother's Day recommendations (33:57)