26. The Big Takeaways from REIT Earnings Season

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)