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Podcast: The TreppWire Podcast: A Commercial Real Estate Show
Episode: 9. Digging into CMBX and Store Closures, New Performance Data on Lodging, Retail and Multifamily
Description: 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)