3. Predictions for the Economic Recovery, Potential Concerns in CMBS, A Look at Student Housing

The TreppWire Podcast: A Commercial Real Estate Show

English - April 08, 2020 00:00 - 23 minutes - 32.3 MB
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Previous Episode: Forecasting Retail and Lodging Performance, The "Big Short" against CMBX 6, Hidden Risks in CRE

Next Episode: Predictions for the Economic Recovery, Potential Concerns in CMBS, A Look at Student Housing

In this week's episode, Manus Clancy, Senior Managing Director at Trepp, and Joe McBride, Head of CRE Finance at Trepp, discuss their predictions for the economic recovery, potential concerns in the CMBS market, the impact of COVID-19 on student and senior housing, CLO prices in the oil and gas sector, and everything else newsworthy from the week.

Episode Notes:

Predictions for the economic recovery (0:39) (0:39)
Potential concerns in the CMBS market? (4:30)
A look at student and senior housing (8:08)
The impact of COVID-19 on community banks (11:48)
Leveraged loan prices in the oil and gas sector (15:32)
News predictions for the holiday weekend (18:35)
An analogy between Forrest Gump’s shrimp business and balance sheet lenders (21:30)