27. Analyzing Underwritten NOIs, Updates on the Lodging and Retail Sectors, Appraisal Reductions

Five months into the pandemic, the lodging and retail sectors have been battered. In this week's episode of The TreppWire Podcast, we break down recent news and performance in those sectors. We also discuss underwritten NOIs, appraisal reductions, the CRE “Deal of the Week,” our new Tom Petty “I Won’t Back Down” index, and whether or not we’ll be going to the movie theater anytime soon. Episode Notes: Unemployment and a second stimulus (0:53) Is the glass half empty or half full for the economic recovery? (3:16) Looking at underwritten NOIs (9:27) Simon Property Group and Amazon (21:18) An update on the lodging sector (30:53) The Tom Petty “I Won’t Back Down” index (34:00) CRE Deal of the Week (36:24) Appraisal reductions explained (40:46) AMC Theaters reopening (48:59)