web01.fireside.fm Sat, 11 Apr 2026 12:27:18 -0500 Fireside (https://fireside.fm) Deconstruct - Episodes Tagged with “Debt” https://therealdeal-deconstruct.fireside.fm/tags/debt Mon, 08 Apr 2024 05:00:00 -0400 In Deconstruct, The Real Deal's reporters and editors explain the most important news in real estate. We follow the money across New York City and beyond to explain how real estate powers the world around us, breaking down policy impacts, industry trends, and important deals to know. This is essential listening for understanding the great, big world of real estate. en-us episodic All the real estate news you need to know, from the reporters and editors of The Real Deal. The Real Deal In Deconstruct, The Real Deal's reporters and editors explain the most important news in real estate. We follow the money across New York City and beyond to explain how real estate powers the world around us, breaking down policy impacts, industry trends, and important deals to know. This is essential listening for understanding the great, big world of real estate. no real estate,real estate news,business news,the real deal,tech,property,investing,brokers,commercial real estate,residential real estate,real estate investment,REIT,news,development,housing,apartments, multifamily, office, industrial, banking, finance The Real Deal hk@therealdeal.com Moody's Checks In on the Wall of Office Maturities https://therealdeal-deconstruct.fireside.fm/officecmbs 89f00021-c037-42d1-a30f-dc4eddec2ad9 Mon, 08 Apr 2024 05:00:00 -0400 The Real Deal full 3 The Real Deal The foretold wall of CMBS maturities has hit and early data on office loans signals the fears around repayments — that troubled owners won't be able to swing it — are being realized. Deconstruct talks with Moody's Analytics Senior Director and Head of CRE Economic Analysis Kevin Fagan and Director of CRE Economics Matt Reidy. 21:25 no The foretold wall of CMBS maturities has hit and early data on office loans signals the fears around repayments — that troubled owners won't be able to swing it — are being realized. Deconstruct talks with Moody's Analytics Senior Director and Head of CRE Economic Analysis Kevin Fagan and Director of CRE Economics Matt Reidy. Moody's, CMBS, Office, Loans, Foreclosures, Special servicing, Distress, Maturities, Debt, Wall of Maturities The foretold wall of CMBS maturities has hit and early data on office loans signals the fears around repayments — that troubled owners won't be able to swing it — are being realized. Deconstruct talks with Moody's Analytics Senior Director and Head of CRE Economic Analysis Kevin Fagan and Director of CRE Economics Matt Reidy.

]]> The foretold wall of CMBS maturities has hit and early data on office loans signals the fears around repayments — that troubled owners won't be able to swing it — are being realized. Deconstruct talks with Moody's Analytics Senior Director and Head of CRE Economic Analysis Kevin Fagan and Director of CRE Economics Matt Reidy.

]]> The Distress Roiling the CMBS Markets https://therealdeal-deconstruct.fireside.fm/cmbs-distress 454df497-9716-42da-84a8-9021e041b3a5 Mon, 23 Oct 2023 05:00:00 -0400 The Real Deal full 3 The Real Deal The Real Deal's Deconstruct looks at the distress hitting commercial mortgage-backed securities. 28:37 no "A slow-moving train wreck." That's what Daniel McNamara, the founder of Polpo Capital, calls the upcoming wall of maturities — the massive amount of commercial mortgage-backed securities coming due in the next year or two. Many, especially those who used floating-rate debt are facing a triple threat: the triple whammy of higher interest rates, lower valuations and more conservative lending. All of that is making it difficult for commercial landlords to refinance and leaving CMBS investors at risk. real estate, business, CMBS, Polpo Capital, commercial mortgage-backed securities, investing, securities, commercial real estate, office market, lending, real estate and finance, debt, New York City, real estate news, news "A slow-moving train wreck." That's what Daniel McNamara, the founder of Polpo Capital, calls the upcoming wall of maturities — the massive amount of commercial mortgage-backed securities coming due in the next year or two. Many, especially those who used floating-rate debt are facing a triple threat: the triple whammy of higher interest rates, lower valuations and more conservative lending. All of that is making it difficult for commercial landlords to refinance and leaving CMBS investors at risk.

]]> "A slow-moving train wreck." That's what Daniel McNamara, the founder of Polpo Capital, calls the upcoming wall of maturities — the massive amount of commercial mortgage-backed securities coming due in the next year or two. Many, especially those who used floating-rate debt are facing a triple threat: the triple whammy of higher interest rates, lower valuations and more conservative lending. All of that is making it difficult for commercial landlords to refinance and leaving CMBS investors at risk.

]]> To Lend or Not To Lend? https://therealdeal-deconstruct.fireside.fm/lending-market 0faa7c62-4465-4366-8d62-7e698763d3fc Mon, 21 Nov 2022 05:00:00 -0500 The Real Deal full 2 The Real Deal The Real Deal's podcast chats with Madison Realty Capital's Josh Zegen about the state of the lending market. 17:33 no With rising interest rates, major institutions have cut back on lending. Issuances of commercial mortgage-backed securities dropped 35 percent in the third quarter, compared to the second. Deconstruct chats with Madison Realty Capital's Josh Zegen about what opportunities are still out there — coming from distress, loans on loans and creative refinancings. Credit: NBCLA real estate, business, debt, lending, New York City, real estate news, commercial real estate, news With rising interest rates, major institutions have cut back on lending. Issuances of commercial mortgage-backed securities dropped 35 percent in the third quarter, compared to the second. Deconstruct chats with Madison Realty Capital's Josh Zegen about what opportunities are still out there — coming from distress, loans on loans and creative refinancings.

Credit: NBCLA

]]> With rising interest rates, major institutions have cut back on lending. Issuances of commercial mortgage-backed securities dropped 35 percent in the third quarter, compared to the second. Deconstruct chats with Madison Realty Capital's Josh Zegen about what opportunities are still out there — coming from distress, loans on loans and creative refinancings.

Credit: NBCLA

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