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Businesses IT

With 23% of US Office Space Vacant, Some Landlords Are Defaulting on Mortgages (yahoo.com) 230

The New York Times reports: Office landlords, hit hard by the work-from-home revolution, are resorting to a desperate measure in the real estate world: "handing back the keys." When this happens, the landlord stops paying the mortgage on the office building or declines to refinance it. The bank or investors who made the loan then repossess the building...

Since the pandemic began, office employees showed they could get their jobs done from home, and many have been reluctant to come back. And companies realized they could save a lot of money by renting less office space, making many office towers unprofitable for their owners and turning many business districts into ghost towns. About 23% of office space in the United States was vacant or available for sublet at the end of November, according to Avison Young, a real estate services firm, compared with 16% before the pandemic.

Defaulters include "some of the biggest names in commercial real estate, like Brookfield and Blackstone," according to the article, which argues that the phenomenon "reveals both the depth of the problems in the office market and the ability of big property companies to push much of the financial pain onto others — in this case, banks and other lenders."

By defaulting on their loans, the landlords avoid making any more payments (or incurring any more interest) — while saddling the banks with their depreciating building. "Big property companies can keep doing business after they default and are even considered savvy for jettisoning distressed buildings."
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With 23% of US Office Space Vacant, Some Landlords Are Defaulting on Mortgages

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  • by sinij ( 911942 ) on Monday December 11, 2023 @07:39AM (#64072749)
    We all know the risks are offloaded to the taxpayers and there will be bailouts (and bonuses!) for both lenders and office space companies.
  • Nothing new (Score:5, Insightful)

    by iAmWaySmarterThanYou ( 10095012 ) on Monday December 11, 2023 @07:42AM (#64072751)

    Same thing happens in every financial down turn.

    During good times it's impossible to find office space, cost/soft sky rockets, land lords make out.
    Then business cycles turn, companies go bankrupt, office space remains empty, land lords can take a loss to hold empty buildings or walk away. They often walk away. Win some, lose some.

    The banks then do what banks have always done: maintain empty buildings with a skeletal maintenance staff and sell them again in a few years when the economy recovers.

    16% pre coved vs 23% post Covid vacancy rate isn't the end of the world for the banks or the land lords. Pre Covid the economy was humming along nicely.

    Article is informative of current situation, I suppose, but it's not a big deal either way.

    • Re:Nothing new (Score:5, Insightful)

      by Junta ( 36770 ) on Monday December 11, 2023 @08:51AM (#64072933)

      The question is how much is "down turn" versus a work culture change that may be persistent.

      Points against it not being due to a downturn is that the number of people employed in the US is higher than it has ever been. This puts aside all the debate about "percentage" of employment and simply you have more bodies working now than in 2019. If a downturn, you'd expect the vacancies to be associated with a drop in the number of employees to fill the space. The tech sector has had a few prominent layoffs, but what would be the "number of butts in seats" is in aggergate high.

      On the other hand, white collar workers are frequently quite familiar with work from home and remote employees in the wake of the pandemic. While some companies have been trying to go back to in office, it's not all companies and most of them are going for a mix with hot desking allowing downsizing office space even while pulling people back to office. It's not crazy for all this to drive 7% vacancy on a longer term basis.

      • The percentage may drop but new people keep getting made; all it takes is to pause building new offices for a while. Even if the raw population count stops rising, jobs keep moving from blue-collar to white-collar -- in our economy, even if they're socially useless (like sales, marketing, lawyers, or finance) -- thus, landlords will not suffer a loss.

        The current screaming is only because executives are paid for this quarter's stock price rather than sustained profits.

    • Things were already looking bad pre-covid:

      https://therealdeal.com/new-yo... [therealdeal.com]

      I had heard that there was a glut of commercial real-estate well before covid hit, and surprise surprise the problem did not go away. It only go worse. Blaming covid or work-from-home for this problem is not entirely accurate or honest.

      • Good article. So it's a combination of over building, job hires slowing down, bad assumptions about future vacancy rates ... and then Covid hit on top of a declining business cycle.

        Yeah that's gunna sting.

  • Have they not told the plebs to go back to work in an office?? Don't people know they are more productive in the offices of commercial real estate landlords?? Think of the poor landlord. So sad. Wondering whether we'll end up not reproducing enough to necessitate high housing prices or if new home building will ever outpace demand. Plan A; 1. Do whatever you can to buy a home. 2. Sell it for more or a lot more. 3. Repeat This will always work and always scale until it doesn't. (BTW how do you spell "doe
  • Good (Score:5, Insightful)

    by Opportunist ( 166417 ) on Monday December 11, 2023 @08:17AM (#64072833)

    Don't you DARE to bail them out with tax money!

    • lol, of course they will. It's how this works. You already knew that.

      • Sure, but I can still be pissed about it, can't I?

        • Absolutely. Me too but I think I've reached a state of zen on this one because there's literally nothing we can do about it.

          99% of politicians in both parties will vote for any tax payer funded bailout.

          What I'd love to see that will never happen: a constitutional amendment that requires tax dollars are only spent on a limited subset of pre-approved categories. That list would not include saving companies that made poor or risky financial decisions. In fact, I'd have my amendment also have a black list of

          • Just make billion dollar decisions like bailouts subject to a public vote. That should solve the issue pretty fucking quickly.

          • by dfghjk ( 711126 )

            LOL, you reaching a "state of zen".

            "99% of politicians in both parties will vote for any tax payer funded bailout."
            False. Perhaps you should learn about Two Santas, not that you don't already know, it's a political strategy consistent with your political narrative.

            "...a limited subset of pre-approved categories."
            Can't wait to hear what you'd "pre-approve".

            "That list would not include saving companies that made poor or risky financial decisions."
            Unless the companies are vital to the national interest, a loo

  • Nice scam (Score:5, Insightful)

    by backslashdot ( 95548 ) on Monday December 11, 2023 @08:20AM (#64072845)

    Many landlords are eager to unleash hell on their renters when they don't pay. But when the shoe is on the other foot, they pass the buck to the banks. And you know who the bank sends the bill to, right?

    • They repossess the landlord's property and sell it to cover their loss. If it doesn't, they can sue them as well.

    • If it was up to me, the hitman.

    • You can do it too (Score:2, Insightful)

      by SuperKendall ( 25149 )

      Many landlords are eager to unleash hell on their renters when they don't pay.

      That is because they are trying to make payments and keep the building. Just like you would if it were your house.

      But when the shoe is on the other foot, they pass the buck to the banks.

      You can buy a house, stop paying, and they will take it back also! So if this is so awesome, you go do it...

      The thing you seem to be missing here is the evil "landlords" you so despise, put down a deposit on that building initially. Then most o

    • by hawk ( 1151 ) <hawk@eyry.org> on Monday December 11, 2023 @02:52PM (#64074191) Journal

      In an article on this I read a few months ago (yeah, it's hardly breaking news. Surprise!), it seems that the bulk of these loans are not only interest only until maturity, but non recourse!

      What that means is that the bank can only take the property, and cannot sue for monetary damages.

      (and, no, the borrower can't simply pocket the rent until the bank does this; the rents are "cash collateral" and keeping them instead of paying with them would be embezzlement, among other things.)

      In some ways, issuing these loans was the same blind stampede as caused the mortgage lending crisis. The mortgage lending was based on the idiotic notion that "housing prices can not only only move up, but will continue doing so quickly, so there's no problem lending to a deadbeat with no money down, or even giving him 5%, even 25%, cash back". Here it was the belief that offices always must remain full forever, and that there's no risk of the building itself dropping in value.

      Were the buildings still worth the price of the outstanding mortgages, the borrowers would simply sell and get at least a pittance back. Or, the bank could sell, possibly giving any change to the borrower.

      But that is apparently not the case.

      hawk, esq.

  • Where I am, commercial landlords for many decades "raped" their small business tenants. This started in the 70s and it is at the point were the business district has hallowed out. 50/60 years ago, it was thriving. It is at the point if you own a business, you cannot rent but need to own the building you are in. So they get what the deserve.

    • Indeed. My wife used to go to a shop where the lady who ran it taught "how to make dolls" of various types. Landlord raised her rent..a lot. She left. The store has not had a tenant since. Wasn't he smart? This lady's business had been there for a long time, and rent had risen over time -- but suddenly there was a >100% rise. Ha!
  • by Inglix the Mad ( 576601 ) on Monday December 11, 2023 @09:09AM (#64072985)
    Socialize the risk, privatize the profits, it's the American way.

    Normal people do that and they'll face the bank coming after them until they finish a bankruptcy.
  • All these people probably wondered why the money was coming so easily when times were good because they didn't understand what bad times would mean. And now they blame leaders for not holding back the world from having bad times.
  • Yet there are still companies building office parks because they are incentivized to do so by the tax laws and by REITs. REIT investors are getting hosed right now because their assets are becoming worthless. It's a vicious circle.

  • Some people don't understand that a market like this is a shared risk among all participants. Lenders, owners, managers... when the value of a revenue stream goes south, they all share the risk, and they need to re-evaluate the common burden. The mortgage is a part of that. Maybe the owners/managers truly default, maybe they use it as a stepping stone to negotiate it downwards or change the terms.

    This is different than personally owning a house. It's an investment, and all parties know it.

    Not to side with D

    • Oh don't you worry, it's not any risk to them at all. If their gamble does great, they make millions. If it fails, the taxpayer will bail them out.

  • guess they expected a tax payer funded bailout.
  • Here is a chart of actual vacancy rates in US, which is a lot more useful than this article.
    https://www.statista.com/stati... [statista.com]
    • Do you happen to have a source that doesn't try to make me sign up so I can see something but a bunch of bars without labels?

  • One bourbon, one jack, one beer

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