Premium Only Content

Oh Sh*t, Commercial Real Estate CLO Loans Are Collapsing
After months of silence, a couple of critical developments from the beleaguered commercial real estate sector show up all at once. For the first time since the Global not-Financial Crisis, a senior tranche of a CLO took losses - a lot of losses - while redemptions threaten to force liquidations at one of the spaces more important CRE funds. Not good first signs for the bubble unwind.
Eurodollar University's Money & Macro Analysis
Bloomberg A Really Bad Sign for Commercial Real Estate
https://www.bloomberg.com/news/newsletters/2024-05-23/bloomberg-evening-briefing-a-really-bad-sign-for-commercial-real-estate
Bloomberg Starwood’s $10 Billion REIT Turns to Survival Mode as Real Estate Pain Lingers
https://www.bloomberg.com/news/articles/2024-05-23/starwood-reit-sets-drastic-redemption-limits-on-liquidity-crunch
Bloomberg Lenders Race to Buy Back Delinquent Multifamily Mortgage Loans
https://www.bloomberg.com/news/articles/2024-05-01/jpmorgan-says-commercial-real-estate-clo-loan-buyouts-are-set-to-reach-a-record
Fitch Global Contagion Risk Growing from Rising CRE Losses, Led by Office
https://www.fitchratings.com/research/non-bank-financial-institutions/global-contagion-risk-growing-from-rising-cre-losses-led-by-office-02-04-2024
https://www.eurodollar.university
Twitter:
/ jeffsnider_edu
-
FreshandFit
10 hours agoShannon Sharpe Fired By ESPN! W or L?
53.3K51 -
2:18:29
Badlands Media
12 hours agoDevolution Power Hour Ep. 376: Optics, Explosions & the War for the Narrative
129K37 -
37:46
Stephen Gardner
11 hours ago🔥Trump NEVER expected THIS WIN as Schumer has EPIC MELTDOWN!
33.8K37 -
2:02:41
Inverted World Live
7 hours agoNASA Engineer Says Trillions of Shape-Shifting, Cloaked Devices are Hidden on Earth| Ep. 83
27.6K10 -
3:12:37
TimcastIRL
7 hours agoGOP Councilman DOUSED IN GAS, Set ON FIRE In Virginia, Suspect In Custody | Timcast IRL
237K86 -
2:32:23
The Quartering
7 hours agoOn To The Big Bosses! Act 2 Of Expedition 33
55.2K6 -
7:36:34
SpartakusLIVE
9 hours agoTiger Blood RESTOCKED and 30% off w/ code SPARTAKUS30
81K -
24:58
Law&Crime
9 hours ago $2.57 earnedSecond Note Leaves Disturbing Clues in New York City Killings
33.5K10 -
1:36:57
Badlands Media
1 day agoAltered State S3 Ep. 39: Earthquakes, Energy Games & the Fall of the Narrative
71K16 -
2:04:07
Due Dissidence
14 hours agoCharlie Kirk's GAZA LIES, Caitlin Clark Stalker, Palantir Goes Hollywood - w/ Kyle Matovcik | TMWS
38.3K10