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National  + Finance  | 
CMBS 2.0 has fared better than deals that were originated during the GFC.

Commercial, Multifamily Mortgage Delinquencies Remain Low

Commercial and multifamily mortgage delinquencies remained low in the fourth quarter of 2019, according to the Mortgage Bankers Association’s latest Commercial/Multifamily Delinquency Report, released earlier this month.

Predictably, life companies recorded one of the lowest delinquency rates at 0.04%, tied with Fannie Mae, although the 0.004% reading for life companies was up 0.01 from the previous quarter.

Both GSEs posted delinquency rates below 0.1%, with Freddie Mac’s 0.08% late-pay rate coming in slightly ahead of Fannie Mae’s. For banks and thrifts, the Q4 delinquency rate was 0.42%, down 0.03 from Q3.

CMBS posted the highest delinquency rate at 2.07%, down 22 percentage points from Q3. That compares to 10.34% in 2012, the peak of CMBS delinquencies in the current cycle, according to Trepp.

“Commercial and multifamily mortgages ended the fourth quarter of 2019 much the way they started the year: at or near record low delinquency rates,” said Jamie Woodwell, MBA’s VP of commercial real estate research. “The key drivers—solid property fundamentals, strong property values and low interest rates—continue to support the market.”

He added, “It is too early to tell if and how concerns tied to the coronavirus and the related global slowdown will affect commercial real estate loan performance, but the corresponding drop in financing costs are providing additional near-term support.”

Among them, the five lending sources measured on a quarterly basis by MBA hold more than 80% of commercial/multifamily mortgage debt outstanding.

For comments, questions or concerns, please contact Paul Bubny

Connect

Inside The Story

Read more at MBAConnect With MBA’s Woodwell

About Paul Bubny

Paul Bubny serves as Senior Content Director for Connect Commercial Real Estate, a role to which he brings 16-plus years’ experience covering the commercial real estate industry and 30-plus years in business-to-business journalism. In this capacity, he oversees daily operations while also reporting on both local/regional markets and national trends, covering individual transactions across all property types, as well as delving into broader subject matter. He produces 7-10 daily news stories per day and works with the Connect team and clients to develop longer-form content, ranging from Q&As to thought-leadership pieces. Prior to joining Connect, Paul was Managing Editor for both Real Estate Forum and GlobeSt.com at American Lawyer Media, where he oversaw operations at both publications while also producing daily news and feature-length articles. His tenure in B2B publishing stretches back into the print era, and he has served as Editor in Chief on four national trade publications. Since 1999, Paul has volunteered as the newsletter editor of passenger rail advocacy groups (one national, one local).

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