@JohnFly32892264 @ScottWapnerCNBC @NYSE@CNBCOvertime This really is a canary in the coal mine. Thanks for the article. Don’t know why this isn’t getting more attention….you really understand the CMBS world. There’s a huge amount of overvalued paper out there with unsustainable cash flows to support the debt service.
You need to focus in on Real Estate CMBS maturities as a canary in the coal mine. Lots of debt that will be rolling over that can’t be refinanced at the levels they are presently at. More equity will be required to refi or borrowers will walk and hand over the keys to lenders
@CNBC What is the Fed & Treasury doing for mall owners. There’s a ton of commercial loans that are upside down held by all types of financial institutions
@jimcramer What is the Fed & Treasury doing for mall owners. There’s a ton of commercial loans that are upside down held by all types of financial institutions