37. The Recession-Resistant Self-Storage Sector, Loan Payoff Report, Retail & Lodging Performance

Amid the disruption caused by the coronavirus pandemic, there have been a number of trends that have directly impacted demand in the self-storage sector. In this week's episode, we analyze the “recession-resistant” self-storage market, the surge in retail and lodging special servicing rates, and the loan payoff report. Manus Clancy also hands out his highly coveted Tom Petty “I Won’t Back Down” awards. Episode Notes: Are we losing stimulus momentum? (0:57) The surge in retail and lodging in special servicing (5:17) Self-Storage: Analyzing a "recession-resistant" sector (13:25) Economic indicators to watch (18:13) Movie theater CLO exposure (21:03) The Tom Petty “I Won’t Back Down” awards (28:30) The loan payoff report (36:21) Hotel loans coming to market (46:01)