Fitch: U.S. CMBS Delinquencies Edge Up in June
Loan delinquencies rose six basis points (bps) in June to 4.54% from 4.48% a month earlier. The dollar balance of late-pays increased \\$65 million to \\$17.17 billion from \\$17.10 billion in May.
The delinquency rise was driven by new delinquencies of \\$876 million exceeding resolutions of \\$780 million, as well as a reduction in the index denominator. Fitch-rated new issuance volume of \\$1.6 billion in May (one U.S. transaction) was outpaced by \\$5.4 billion in portfolio runoff.
The largest new delinquency was the \\$199.5 million NGP Rubicon GSA Pool (mixed use; WBCMT 2005-C20 and WBCMT 2005-C21), which failed to pay off at its June 11, 2015 maturity and is now reported as a non-performing matured balloon. The second largest new delinquency was the \\$122.6 million IRET Portfolio (office; CGCMT 2006-C5), which has been in special servicing since July 2014 and fell 60 days delinquent in June.
Current and previous delinquency rates by property type are as follows:
--Retail: 5.44% (from 5.26% in May);
--Hotel: 5.20% (from 5.18%);
--Multifamily: 5% (from 5.03%);
--Office: 4.69% (from 4.77%);
--Industrial: 4.65% (from 4.97%);
--Mixed Use: 3.68% (from 2.61%);
--Other: 1.15% (from 1.19%).
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