Real Estate Market Shifts: Rising Delinquencies and Strategic Investments

In today's episode, we delve into the commercial real estate sector's challenges as CMBS delinquencies hit a four-year high. We explore Brookfield's strategic $16 billion fund targeting distressed assets and Invesco's major entry into the CRE CLO market with a $1.2 billion deal. Join us for insights into these developments and their broader implications for the real estate market.

Sources:
https://www.credaily.com/newsletters/cmbs-delinquencies-cross-7-and-its-not-just-office-anymore/
https://blockchain.news/flashnews/commercial-mortgage-backed-securities-cmbs-office-delinquency-rate-hits-10-3-in-april-2025-implications-for-crypto-and-financial-markets
https://www.trepp.com/trepptalk/topic/cmbs-news
https://www.threads.com/@global_markets_investor/post/DJiMbcbsLf-/cre-crisis-is-getting-worsethe-delinquency-rate-on-us-commercial-mortgage-backed
https://www.trepp.com/trepptalk
https://www.globest.com/2025/05/06/brookfield-eyes-distressed-assets-at-up-to-40-discount-after-raising-59b/
https://www.credaily.com/newsletters/brookfield-raises-16b-for-distressed-real-estate-fund/
https://eliteagent.com/brookfield-raises-16b-distressed-real-estate-2025/
https://www.commercialsearch.com/news/brookfield-asset-management-brings-real-estate-fund-to-16b/
https://therealdeal.com/national/2025/05/06/brookfield-raises-6b-towards-distressed-asset-fund/
https://www.credaily.com/briefs/cre-clo-debut-invesco-closes-1-2b-deal/
https://www.globest.com/2025/05/08/invesco-reit-strengthens-liquidity-with-12b-cre-clo/
https://commercialobserver.com/2025/05/invesco-clo/
https://www.perecredit.com/invesco-closes-inaugural-cre-clo-at-1-2bn/
https://www.law360.com/articles/2337596/invcesco-reit-closes-first-cre-clo-fund-with-1-2b