46. Hotel Sector in Dire Straits, Warehouse Loan Hedging 101, Early Indicators of Bank Failure Risk

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Recorded19 Nov 2020

Publisheranchor.fm ↗

Handlerec:11419575

Show notes

What’s next for the struggling hotel sector? In this week's episode, we analyze the flurry of bad news for hotels, which make up the third-largest property type by outstanding CMBS balance. We also discuss retail earnings, warehouse loan hedging 101, early indicators for bank failure risk, and what our Thanksgiving festivities will look like this year. Episode Notes: Retail earnings takeaways (1:05) The lodging sector in dire straits (9:09) Notable TreppWire headlines (19:52) Deal of the Week (25:05) Warehouse loan hedging 101 (31:31) Indicators of bank failure risk (43:50) Thanksgiving in 2020 (50:12) Questions or comments? Contact us at [email protected]

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