We welcome Vivek-Anand Dattani, VP of Commercial Operations from Trepp’s London office, to examine signs of progress and peril in the US and European CRE and CLO markets. We also discuss the preliminary July CMBS delinquency data, revisit the retail-heavy CMBX 6 index, and look at the lasting impacts of The Dodd-Frank Act. Last but certainly not least, Joe McBride delivers a special ode to Winston Churchill. Episode Notes: Signs of progress and peril in U.S. CRE (3:35) What we’re seeing in Europe (10:26) Preliminary July CMBS delinquency data (21:44) The State of the European CMBS market (28:00) Revisiting the retail-heavy CMBX 6 index (34:18) The potential long-term global impact of remote work (41:27) Battered companies with CLO exposure (45:33) The 10 year anniversary of Dodd-Frank (50:56) The return of sports!!! (54:28) Joe’s ode to Winston Churchill (57:25)

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