Retail is Dead? Long Live Retail CRE Assets!
Doom and gloom about certain retail assets is justified – but it obscures a much more complex picture
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Retail is Dead? Long Live Retail CRE Assets!
Doom and gloom about certain retail assets is justified – but it obscures a much more complex picture
Read more
Non-Payment and Rent-at-Risk Increase
US Census data shows more US tenants did not make last month’s rent; their Rent-at-Risk for making August rent is also worse
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Do REITs signal private market pain, too?
Combining GeoPhy COVID-19 Scores with new US Census Bureau data sheds light on REITs’ portfolio risks and valuations during the pandemic.
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Rent-at-Risk Rises Heading into July
Census data indicates that, compared to two weeks prior, an increasing number of Americans believed they will not pay July rent.
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