We discuss the CDC’s new eviction moratorium, the Financial Times story covering stress in the CRE market through the lens of a CMBS investor, the increasing focus on the office sector, and hotel valuations in this environment. The 10-year Treasury yield dipped this week after its eight-week high, which spurred Manus’ thoughts for a deep dive. In honor of Labor Day Weekend, the team provides its list of road trip songs befitting of the year 2020. Episode Notes: The CDC’s eviction moratorium (0:59) Signs of stress in the CRE market (12:06) A deep dive into CMBS delinquency data (14:01) The increasing focus on the office sector (19:43) Hotel valuations in this environment (28:00) Retail news from the UK (34:18) Deal of the week (41:09) Treasury yield 101 (43:30) The worst songs of all-time (49:34)

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

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