Fitch: U.S. CMBS 2.0 Loans in Special Servicing Remain Light
Special servicing transfers should remain few and far between for CMBS 2.0 loans at least until the loans approach nearer to maturity. In-place cash flow is generally sufficient and CMBS 2.0 loans will continue to benefit from low interest rates.
There are currently 27 conduit loans, totaling \\$282 million from the 2010 through 2015 vintages that are in special servicing. This represents only 0.1% of all outstanding loans from the Fitch rated U.S. CMBS 2.0 universe. The majority of CMBS 2.0 transfers have been idiosyncratic in nature and centered around sponsor issues, with 16 of the 27 loans remaining current on debt service.
Among the most notable CMBS 2.0 special servicing transfers to date revolve around the struggling retail sector. The Hudson Valley Mall in Kingston, New York has seen a significant occupancy decline since issuance. The mall is anchored by several retail tenants including JC Penney (JCP) and has a lease expiration of April 2017. However, JCP announced earlier this year its intention to vacate in April 2015 and is now dark. Another is The Commons at Manahawkin Village in New Jersey. Though the property has maintained stable financial performance, the loan has been chronically late on payments since its inception in 2011.
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