Discover and read the best of Twitter Threads about #CMBS

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THREAD: We recently identified the property characteristics which were featured in the best performing #retail properties over the last five years. Our categories were property subtype, region, the year in which it was built, and tenant mix. More info on the top performers below.
The best performing property subtypes were drug stores and urban retail. Drug store loans performed well due to their consistently high occupancy rates and low delinquency readings. Urban retail’s strong performance can be credited to its massive NOI figures.
Properties in the Middle Atlantic US (NY, NJ, and PA) topped all other regions in our study. The strong performance of the region is helped along by the massive volume of retail #CMBS in #NYC, as well as the large concentration of single-tenant properties.
Read 6 tweets
Early signs of multi-family credit stress may be a thing. Anyone else seeing this?
Multi-family credit has been as good as it gets for the last few years. We may be starting to see a reversion to the mean
h/t @rcwhelan…
Moar multi-family credit termites
Read 8 tweets

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