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HBO and The Ringer's Bill Simmons hosts the most downloaded sports podcast of all time, with a rotating crew of celebrities, athletes, and media staples, as well as mainstays like Cousin Sal, Joe House, and a slew of other friends and family members who always happen to be suspiciously available.
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CMBS delinquency rates look flat this month — but the real story sits underneath the headline. Distress is no longer broad. It’s concentrating inside office, lodging, and now portions of industrial. And once stress becomes selective, lenders stop underwriting the market and start underwriting each individual asset.
In this CRE360 Daily Brief, I break down what the stability actually means, why lenders are already tightening posture, and how this shift will shape refinancing outcomes going into 20
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