32. Hotel Valuations, Increasing Focus on the Office Sector, Treasury Yield 101

We discuss the CDC’s new eviction moratorium, the Financial Times story covering stress in the CRE market through the lens of a CMBS investor, the increasing focus on the office sector, and hotel valuations in this environment. The 10-year Treasury yield dipped this week after its eight-week high, which spurred Manus’ thoughts for a deep dive. In honor of Labor Day Weekend, the team provides its list of road trip songs befitting of the year 2020. Episode Notes: The CDC’s eviction moratorium (0:59) Signs of stress in the CRE market (12:06) A deep dive into CMBS delinquency data (14:01) The increasing focus on the office sector (19:43) Hotel valuations in this environment (28:00) Retail news from the UK (34:18) Deal of the week (41:09) Treasury yield 101 (43:30) The worst songs of all-time (49:34)