CRE Loan Delinquencies Continue Steady Decline, But Winter Uncertainties Subdue The Celebration Commercial real estate loan delinquencies have been steadily dropping this year, even late in the summer when a further wave of coronavirus pandemic infections and deaths hit the country. The shrinking number of borrowers behind on loan payments reflects improvements even in the hardest-hit property types, retail and hospitality, experts say. But that doesn't necessarily mean a healthy outlook for delinquencies, those same experts say. There is still potential for delinquencies to rise as the retail industry faces a logistics-challenged holiday season and business travel hasn't recovered enough to boost the hospitality industry. 
"The brick-and-mortar retail industry still faces headwinds, especially for assets like regional malls, so it’s unclear how long this delinquency trend will continue," Morningstar Credit Information and Analytics Assistant Vice President Sarah Helwig said. "Retail landlords and retailers alike will need to adapt to changing…  Read the full story here. | 
