Green Street

Real Estate Alert: May Special Issue

Non-performing commercial real estate debt on the biggest banks’ balance sheets doubled last year, but remains a sliver of total holdings – dashing hopes of   a buying spree for opportunistic investors. The level of troubled debt is expected to tick higher, stoking optimism that more distressed opportunities could shake loose down the road.  

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Commercial Mortgage Alert: Featured Issue

Commercial Mortgage Alert, one of Green Street’s four weekly News publications, conveys the earliest look at today’s commercial MBS and traditional real estate debt markets. Highlights from this issue include REIT-Bond Volume Reaches Historic Highs, CMBS Pros Sharply Split on Spread Outlook, Crisis Complicates BofA Syndication Effort, RANKINGS: Risk-Retention Holders, REIT Bookrunners.

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Real Estate Alert: Featured Issue

Real Estate Alert, one of Green Street’s four weekly News publications, provides exclusive intelligence on behind-the-scenes deals and dealmakers in today's commercial property market. Highlights from this issue include Total Sales Down 39%; CBRE On Top at Half, Retail Sales Plunge 54%; Eastdil Holds Lead, 3 Seattle-Area Development Deals on Market, RANKINGS: Overall, Retail.

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Property Insights: Unrequited Love

Institutional real estate investors upped their bets on gateway markets in recent decades in the belief that urbanization and supply constraints warrant premium pricing. The strategy worked until New York City’s struggles began in the middle of last decade. The structural forces that slowed the Big Apple have been exacerbated by the Covid pandemic and are increasingly evident in the other gateway markets.

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Property Insights: Towards the Fiscal Cliff

State and local government leaders are tallying the economic damage inflicted by the Covid-19 recession. Budget shortfalls and poor pension fund performance compound pre-existing fiscal conditions. Cities/states in poor health have taken a precarious step towards the fiscal cliff. Greater urgency to address their daunting obligations carries under-appreciated implications for property investors.

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Missing Rents and Declining Property Values

The degree of pain inflicted by coronavirus in terms of rent deferral, rent relief, and tenant BK's/distress causes a major blow to the fragile ecosystem of tenants, landlords, and lenders. This report provides initial guesswork across property types on near-term cash rent collection (or lack thereof) and previews forthcoming reductions in unleveraged real estate values and NAVs.

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