We welcome Orest Mandzy, Managing Editor of CRE Direct News, to share the big takeaways from REIT earnings season. With Orest’s REIT expertise, we dig into performance by sector - hotel, retail, multifamily and office. We also discuss the growing forbearance tally, noteworthy stories in the corporate CLO market, and our “Deal of the Week.” Episode Notes: Observations from Philly (1:12) The next round of stimulus relief (5:47) Clobbered hotel REITs (12:20) Are retail REITs doing any better? (20:22) Occupancy impacting multifamily REITs yet? (24:22) Mortgage REIT performance (31:16) A look at office REITs (37:14) Deal of the Week (46:27) Forbearance tally continues to grow (48:03) Noteworthy stories in the Corporate CLO market (54:32) Will virtual education work? (56:17)

Ask this episode

“What did the council decide on item 42?” — answered with the speaker and the moment.

Transcript

Related