RCA in the commercial property press:


Commercial Mortgage Default's Rise in Third Quarter


Monday, November 29, 2010
Source: Bloomberg


Bloomberg reports: Defaults on bank-held commercial property-backed mortgages rose in the third quarter to 4.36 percent, up from 3.41 percent one year ago and 4.27 percent by the end of last quarter. Though the default rate encouragingly fell between the first and second quarters of this year, it resumed its climb towards the all-time record rate of 4.55 percent, set in 1992. The one-quarter rise included mortgages totaling $604.1 million. Apartment defaults are tallied separately, but also rose between the second and third quarters, to a record high of 4.67 percent.

Bloomberg quotes Dr Sam Chandan, Real Capital Analytics’ global chief economic and author of the firm’s third quarter mortgage default report, as stating “While the default rate continues to trend higher, the most recent increase is the smallest in three years…Even though new defaults are moderating, banks have considerable challenges in drawing down the pool of unresolved distress.”

As the default rate appears to near its cyclical peak, banks are shedding legacy debt through the “renewed sales of commercial mortgage-backed securities…” They are also reducing their holdings of commercial-mortgages, with banks dropping $18.5 billion from their books in 2010 year-to-date.

For more information on bank-held mortgage default trends, please see the article on Bloomberg’s site, or the full article on Real Capital’s site.


View the full article on Bloomberg: Commercial Mortgage Default's Rise in Third Quarter


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Posted by: Nina Turner

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