Digging into CMBX and Store Closures, New Performance Data on Lodging, Retail and Multifamily

We dig into bets on the CMBX index, retail performance and store closings, the new wave of CMBS servicer data for lodging and retail, self-storage’s status as a “recession-resistant business,” the outlook for student housing, and the quality of leveraged loan covenants. Episode Notes: A look at retail performance and store closings (2:30) The new wave of CMBS servicer data for lodging and retail (6:49) Digging into bets on the CMBX index (11:56) Is self-storage a “recession-resistant business”? (22:43) Potential student housing distress (27:00) Has the quality of leveraged loan covenants deteriorated? (31:26) The return of sports! (33:46)