9. Digging into CMBX and Store Closures, New Performance Data on Lodging, Retail and Multifamily

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Recorded21 May 2020

Publisheranchor.fm ↗

Handlerec:11419612

Show notes

We dig into bets on the CMBX index, retail performance and store closings, the new wave of CMBS servicer data for lodging and retail, self-storage’s status as a “recession-resistant business,” the outlook for student housing, and the quality of leveraged loan covenants. Episode Notes: A look at retail performance and store closings (2:30) The new wave of CMBS servicer data for lodging and retail (6:49) Digging into bets on the CMBX index (11:56) Is self-storage a “recession-resistant business”? (22:43) Potential student housing distress (27:00) Has the quality of leveraged loan covenants deteriorated? (31:26) The return of sports! (33:46)

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