10. Two Schools of Thought on the Future of Office, Borrower Relief Options, CRE Delinquencies

We discuss borrower relief options, the two schools of thought on the future of office space, the newest data on CMBS delinquencies, the retail consumer, the ramifications of a big CLO buyer pulling out (for now), and our excitement for the reopening of both Disney World and the NHL. Episode Notes: Signs of hope in the market (0:53) CMBS delinquencies continue to rise (7:44) How borrowers can potentially seek relief (12:33) Where will the future retail consumer be? (14:49) Is office-centricity a thing of the past? (27:42) “I’m going to Disney World!” (33:07) A big Japanese CLO buyer pulls out (for now) (37:52) The return of the NHL (43:10)