Beth Mattson-Teig

With forbearance periods still underway, visibility has not yet emerged on how much distress sits on bank balance sheets.

Rescue capital could make a dent in the amount of distressed real estate deals in the market.

The transition generally impacts lenders and borrowers on floating rate debt.

Lenders on commercial real estate have been inundated with forbearance requests. What they are willing to grant varies greatly by property type and borrower quality.

With a backdrop of a volatile political and macroeconomic environment, Fannie Mae and Freddie Mac remain on a path to exit government support.

The level of distress in this segment of commercial real estate lending has remained low so far, but new issuance has screeched to a halt.

Delinquencies have spiked quickly on hotel properties, but we are still a few months away from a wave of distressed deals hitting the market.

Capital raising for opportunity zone funds slowed in the wake of COVID-19, but managers are seeing an uptick again as market conditions improve.