16. Signs of Stress in Corporate CLO Market, Record-Breaking CMBS Delinquencies, Exodus from Cities

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Recorded18 Jun 2020

Publisheranchor.fm ↗

Handlerec:11419605

Show notes

We welcome Andrew Jacobs, Head of Structured Finance at Trepp, to examine signs of stress in the corporate CLO market. We also discuss the potential record-breaking CMBS delinquency rates, the appraisal reduction process, this week’s major headlines in lodging and retail, and the migration from big cities. We also make weekend plans for a trip to the drive-in movies. Episode Notes: Record breaking CMBS delinquency rates? (4:04) Spotlight on the CMBX 13 index (9:15) This week’s lodging and retail headlines (11:05) The appraisal reduction process (22:32) Is the appeal of big cities wearing off? (27:15) Signs of stress in the corporate CLO market (35:06) Winners and losers in CLOs (40:24) Drive-in movie theater weekend plans (45:17)

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