still like CMBSs? The pain is ugly, delinquency rates have tripled
🏚youll note from $SPG &amp; other #retail REITs that tenant payments are dismal
🏚youll also note that office REITs are in deep trouble especially as #WorkFromHome spreads

$VNO $BXP $CBL $WPM #stocks #bonds #economy https://t.co/Dyt2P2bFO0