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)
