🚨 Florida Fire Sale: Investors Pounce
Inventory hits decade high as desperate sellers slash prices and buyers disappear
Commercial mortgage-backed securities are hitting their highest special servicing rates since 2016, with hotels, retail, and office properties drowning in workout negotiations that aren't working out.
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Meanwhile, Florida's biggest markets are flooded with homes that nobody wants to buy, creating a perfect storm of desperate sellers and ghost-town showings.
Banks are so buried in bad office loans that they're practically giving away loan portfolios while flooding the apartment market with cheap debt to compensate.
Even the foreclosure pipeline, bone dry for years, is starting to show cracks as delinquencies creep up in hotspot markets like Michigan, Georgia, and Florida.
In this edition of the AltReports:
🏢 CMBS Special servicing hits decade highs
💰 Self Storage Sales Hit $855 Million
🏠 Florida listings surge to 10-year peaks
🏦 Banks dump office loan portfolios at fire-sale prices
📉 Delinquencies creep up in key hotspot markets
Video of the Week: 50% of Frustrated Sellers Giving Up on the Housing Market
Chart of the Week: Apartment Market Q2 Report
Podcast of the Week: $12,000/Month and Retiring by 50 After Cracking the Rental Formula
CMBS Special Servicing Hits Decade High
CMBS special servicing rate jumped to 6.1% in June, the highest since 2016, signaling loan workouts are going off the rails.
Hotels and retail are driving the spike, with office loans finally showing cracks, and the pile of trouble assets keeps growing.
That mountain of special-serviced deals is a goldmine waiting for deep discounts—but you’ll need a strong stomach for the legal mess.
💡 Investor Takeaway: Lean into newly special-serviced hotel and retail CMBS for steep discounts but vet each property’s cash flow closely before you commit.
Q1 2025 Self Storage Sales Hit $855 Million
Self-storage sales surged 37% in Q1 2025 to $855 million.
Prices jumped 31% per square foot as investors target undersupplied markets.
The hottest deals hit supply-starved Sunbelt cities like Davie, FL and Plantation, FL. Rapid population growth and tight inventory drive premium pricing and sustained rental growth.
💡 Investor Takeaway: Target undersupplied Sunbelt markets where storage supply sits below 5 square feet per capita.
Florida Listings Surge to Decade High as Buyers Ghost the Market
Florida’s major metros are swamped with homes for sale, pushing inventory to levels we haven’t seen in years while buyers stay on the sidelines.
With high borrowing costs choking demand, sales have ground to a near halt and prices are flirting with a downturn.
That means distressed-asset investors can lean in now—sellers and lenders are primed to cut deals if you’ve got the cash and appetite for risk.
💡 Investor Takeaway: Zero in on the oldest listings, get your offers ready, and strike before banks put properties on the block.
Apartment Lending Squeezes as Office Debt Goes South
Banks are stuck with a mountain of busted office loans, choking Wells Fargo’s balance sheet and freezing fresh deals.
To plug the gap, they’re flooding the market with apartment debt, crushing spreads to near-record tights.
💡 Investor Takeaway: Pounce on beaten-up office loan portfolios and dodge the ultra-tight apartment debt pushing yields to nowhere.