🚨Defaults Hit 11.1% - Your Move?
Home buying at 90s lows, deals everywhere
The housing market is hitting walls everywhere you look, with home buying dropping to levels not seen since the 1990s as sky-high rates freeze out regular buyers.
Meanwhile, office buildings are collapsing under the weight of an 11.1% loan default rate that's worse than the 2009 financial crisis.
Even the rental market is seizing up because landlords can't sell their properties when tenants block showings and lease terms make deals impossible to close.
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Traditional bargain hunting through short sales has dried up too, with banks offering barely any discounts and ghosting potential buyers.
But here's the thing—while everyone else is paralyzed by these problems, major players like Blackstone are quietly swooping in to buy $2 billion worth of distressed debt at 60 cents on the dollar.
In this edition of the AltReports:
🏢 Office loan defaults explode to 11.1% - worse than 2009 financial crisis peak
🔥 Blackstone swoops in on $2B distressed debt fire sale at 60¢ on the dollar
🏠 Home buying crashes to 1990s levels as buyers freeze in high-rate hell
🚫 Short-sale bargains vanish as banks ghost buyers and slash discounts
🔒 Rental property sales screech to halt as tenants block showings nationwide
Video of the Week: The housing market just flipped. (Deflation warning)
Chart of the Week: One Chart Shows How Brutal the Housing Market has Become
Podcast of the Week: Housing Market Has Frozen Over in 2025
Office Loan Defaults Surge to 11.1%, Breaking Crisis-Era Record
Office loan defaults have skyrocketed to 11.1%, eclipsing even the 2009 Financial Crisis high.
That jump erases the brief three-month lull, driving property prices down and foreclosure risks way up.
For distressed investors, this horror show is a bargain bonanza—if you’ve got the stomach to sort through the wreckage.
💡 Investor Takeaway: Mobilize your due diligence team now and stake out the worst office loan pools before other vultures move in.
Blackstone Snaps up $2B of Battered Apartment and Retail Debt
A $2B portfolio of apartment and mall loans just cratered in value, forcing Värde to dump it at a deep discount.
Blackstone swooped in, snapping up the debt for about 60 cents on the dollar and proving credit funds still crave distressed real estate.
That sets the stage for more fire-sale debt as rising rates and weak rent checks keep property owners strapped.
💡 Investor Takeaway: Lock in workout and resale debt now before prices bounce back and the window slams shut.
U.S. Home Buying Slumps to ’90s Lows
U.S. home buying just hit its slowest pace since the ’90s, thanks to sky-high rates and sticker shock.
With regular buyers frozen out, distressed listings are piling up and prices are starting to crack.
That shakeout is a green light for distressed asset investors to scoop up bargain properties before banks unload more.
💡 Investor Takeaway: Get your capital lined up and pounce on the next wave of bank-owned and pre-foreclosure deals in underperforming markets.
Rental Sales are Screeching to a Halt Thanks to Tenant Red Tape
Landlords are stuck because tenants refuse showings and lease terms strangle sales.
Agents are slapping on virtual tours, tenant buyouts and rent sweeteners to jolt deals back to life.
Distressed investors can swoop in with quick-close offers, absorb lease headaches and snag deep discounts.
💡 Investor Takeaway: Pre-calc tenant buyout costs and lease transfer hurdles so you can pounce on locked-up rentals at cut-rate prices.
Short-Sale Discounts Have Flatline
Short sales once promised big bargains, but banks are ghosting buyers and slashing discounts to just a few percent.
This drought of deals is forcing sale volumes to near-zero and killing margins for bargain hunters.
Distressed asset investors now need new playbooks—think off-market grabs, direct lender calls, or eyeballing REOs to stay in the game.
💡 Investor Takeaway: Ramp up off-market networking and lock in lender contacts now before the next wave of tight pricing hits.