52. Digging into Mall Loan Losses, Retail Loan Modifications, Falling RevPAR

In this week's episodet, we dig into mall loan losses, a noteworthy CMBX retail loan modification, recent retail bankruptcies, multifamily occupancy rates, falling RevPAR, and troubled debt restructurings. Manus also shares his experience of visiting Manhattan for the first time since March. Episode Notes: On the ground in NYC (4:32) A noteworthy CMBX retail loan modification (8:30) Analyzing mall loan losses (15:25) The surge in distribution and warehouse leases (23:10) Retail bankruptcies (26:25) The Chicago office market (30:09) Revisiting multifamily occupancy (37:57) Falling RevPAR (42:46) Deals of the Week (48:14) Troubled debt restructurings (53:52) Our holiday wishlist (58:06) Questions or comments? Contact us at [email protected]