66. Early Look at NOI Changes, Hidden Delinquency Rate, New Appraisals, Co-Tenancy Clauses

In this week’s episode, Lonnie Hendry is back as we review the latest market news. We give an early look at changes in revenue and net operating income, dive into nuances in servicer data, discuss a rescue fund for hotels, and comb through more office news. On the retail front, we talk about more store closings and co-tenancy clauses. Episode Notes: • Latest market news (1:10) • Office news (6:32) • Deal of the Week (13:35) • Retail and store closures (15:46) • Co-tenancy education segment (18:41) • New appraisals and valuations (27:03) • Financial performance of properties in CMBS (33:00) • Fund to rescue hotels (37:27) • Nuances in servicer data (41:44) • Future CRE Leaders Awards (46:10) • Shoutouts(47:25) Questions or comments? Contact us at podcast@trepp.com.