The Hotel Sector in Dire Straits, Warehouse Loan Hedging 101, Early Indicators of Bank Failure Risk


Manage episode 278142488 series 2780941
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What’s next for the struggling hotel sector? In this week's episode, we analyze the flurry of bad news for hotels, which make up the third-largest property type by outstanding CMBS balance. We also discuss retail earnings, warehouse loan hedging 101, early indicators for bank failure risk, and what our Thanksgiving festivities will look like this year. Episode Notes: Retail earnings takeaways (1:05) The lodging sector in dire straits (9:09) Notable TreppWire headlines (19:52) Deal of the Week (25:05) Warehouse loan hedging 101 (31:31) Indicators of bank failure risk (43:50) Thanksgiving in 2020 (50:12) Questions or comments? Contact us at

57 episodes