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)

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

Leveraging Trepp’s market expertise and proprietary data sets, The TreppWire Podcast enables listeners to stay up-to-date on all things commercial real estate, structured finance and banking. 

Featuring Trepp subject matter experts and guests from across the industry, the weekly podcast explores how recent events have impacted both the markets and the daily lives of market participants. 

Questions or comments? Please contact us at podcast@trepp.com.

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

The TreppWire Podcast, A CRE Show