In this week’s episode, Trepp’s Head of CMBS, Darren King joins us to analyze the spike in demand for commercial real estate CLOs in Q1 2021. We take a tour across the U.S., where different geographies saw vastly different impacts from COVID-19 in terms of multifamily occupancy and lodging distress rates. We also walk through special servicing data and the latest in retail and CMBX 6.
Episode Notes:
Economic update (1:06)
Spike in demand for CRE CLOs (5:10)
Multifamily occupancy analysis: different impacts across U.S. (17:35)
NYC budget and condo/co-op tax (26:41)
Recovery for the hotel sector, where is the distress? (29:02)
Special servicing update (31:17)
Latest retail headlines and CMBX 6 update (36:29)
Deals of the Week (43:06)
Shoutouts (46:05)
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