Showing posts with label Delinquency. Show all posts
Showing posts with label Delinquency. Show all posts

November 11, 2016

US CRE Loan: ์—ฐ์ฒด์œจ

US CRE Loan: ์—ฐ์ฒด์œจ

1. CMBS Loan ์—ฐ์ฒด์œจ

๋ฏธ๊ตญ CMBS Loan ์—ฐ์ฒด์œจ์€ 2006~2007๋…„ vintage loan์ด ๋งŒ๊ธฐ ๋„๋ž˜ํ•˜๋Š” 2016.03์›”๋ถ€ํ„ฐ ์ƒ์Šน ์‹œ์ž‘
๋งŒ๊ธฐ๊ฐ€ ์ •์ ์— ๋‹ฌํ•˜๋Š” 2017๋…„์—๋Š” ์—ฐ์ฒด์œจ ์ƒ์Šนํญ์ด ํด ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒ

2. Wall of Maturities์™€ ์—ฐ์ฒด์œจ

๋งŒ๊ธฐ๋„๋ž˜ ์ฆ๊ฐ€์— ๋”ฐ๋ฅธ ๋ฏธ์ง€๊ธ‰ ๊ธˆ์•ก ์ฆ๊ฐ€์™€ ๊ธฐํ•œ ๋‚ด ์ง€๊ธ‰์œจ ๊ฐ์†Œ๋Š” 2016๋…„์—๋„ ๋ฐœ์ƒํ•˜๊ณ  ์žˆ๋Š” ์ค‘

์—ฐ์ฒด์œจ (%) / Trepp

์—ฐ์ฒด์œจ (%) / Trepp

CMBS Loan Maturities์™€ ๋ฏธ์ง€๊ธ‰ ๊ธˆ์•ก (USD B) / Morningstar

CMBS Loan Maturities์™€ ๊ธฐ๊ฐ„ ๋‚ด ์ง€๊ธ‰์œจ (%) / Morningstar

June 16, 2016

US: CMBS Delinquency Rates


US: CMBS Delinquency Rates

๋ฏธ๊ตญ CMBS ์—ฐ์ฒด์œจ ์ž…๋‹ˆ๋‹ค. 2008~2009๋…„ ๊ธˆ์œต์œ„๊ธฐ ์ดํ›„ ์ƒ์Šนํ•˜๋˜ ์—ฐ์ฒด์œจ์€ 2012๋…„ ์ดํ›„ ์ง€์†์ ์œผ๋กœ ํ•˜๋ฝํ•˜์˜€์Šต๋‹ˆ๋‹ค.

2016๋…„ 2์›”๋ถ€ํ„ฐ ์†Œํญ ์ฆ๊ฐ€์„ธ๋ฅผ ๋ณด์ด๊ณ  ์žˆ์œผ๋ฉฐ, ํ–ฅํ›„ ์ฆ๊ฐ€์„ธ๋Š” ์ง€์†๋˜์–ด ํ˜„ ์ˆ˜์ค€๋ณด๋‹ค ๋†’์€ ์ˆ˜์ค€์— ๋จธ๋ฌผ ๊ฒƒ์œผ๋กœ ์˜ˆ์ƒ๋˜๊ณ  ์žˆ์Šต๋‹ˆ๋‹ค.

CMBS 30 Day Delinquency Rates (%) / Trepp

CMBS 30 Day Delinquency Rates (%) / Trepp