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Thursday, May 21, 2020

US CMBS is in a precarious situation now!

https://finance.yahoo.com/news/commercial-real-estate-transactions-u-165441099.html

The US commercial real estate transactions have plunged by 71% and this is a precursor sign that the prices will follow suit.  A declining volume usually causes the price to fall in the future because of the mismatch in buyer-seller expectations.

What's the repercussion?

Well, the collapse in prices will affect the commercial mortgage-backed securities (CMBS) which the FED has just bought to salvage the US economy.  This will have a multiplier effect on the wider economy and also affect the banking industry.

Let's see how the real situation will play out.


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