https://wolfstreet.com/2025/09/01/office-cmbs-delinquency-ra...
That shows, if I'm reading it right, that commercial real estate is having trouble. We know that; it's not in doubt.
What's in doubt is whether that is the primary motivator behind the RTO efforts.
https://wolfstreet.com/2025/09/01/office-cmbs-delinquency-ra...