A widely available vaccine will change the game for commercial real estate, which has of course been hit hard this year. In this week's episode, we offer performance predictions for each property type as the return to normalcy begins to come into focus.
Episode Notes:
Hotel performance in a post-vaccine world (1:00)
The shift in retail (11:02)
Office prices falling (14:38)
Is multifamily performance sustainable? (24:55)
Delinquency rate predictions (29:59)
Sternlicht’s comments on hotel and retail (37:37)
Deals of the Week (42:35)
Digging into the loan payoff report (48:40)
The good, the bad, and the ugly (52:55)
