4 ms·

This is probably better evidence than any public filing https://wolfstreet.com/2025/09/01/office-cmbs-delinquency-rate-spikes-to-record-11-7-much-worse-than-fi

• danaris 1y ago
  ...No? That shows, if I'm reading it right, that commercial real estate is having trouble. We know that; it's not in doubt. What's in doubt is whether that is the primary motivator behind the RTO efforts.