59. Vaccines and Vacancy, Cracks in Multifamily, Q4 Bank Earnings, Wave of Hotel Bankruptcies

In this week’s episode, we break down what the new policies from the Biden administration could mean for CRE and finance and specifically discuss the vaccine rollout. We also talk about the big takeaways from Q4 bank earnings, the latest bank loan delinquency rates, tumbling occupancy levels in the multifamily sector, and a wave of hotel bankruptcies. Tune in to hear how we also work chicken wings, Tom Brady, and airline wine into the conversation. Episode Notes: Vaccine rollout and administrative changes (0:54) The future of policies aimed at the financial industry (5:36) Q4 Bank earnings (12:20) Bank CRE Delinquencies on the rise (20:10) Falling occupancy levels in multifamily (22:00) Wave of hotel bankruptcies and deed-in-lieus (28:00) Office news (33:20) Deals of the Week (36:23)