Join us for a comprehensive presentation on the state of the U.S. CRE market, and the impact on measures of credit quality.
In this one-hour webinar, we will provide our outlook for market performance and the downside risks to the commercial real estate and multifamily sector. We’ll also share a summary of our research to illustrate the impact CRE market variables have on credit performance and bring it all together with specific examples and lending considerations.
- Downside scenario updated for CRE and MF, focusing on fundamentals (rent, vacancy rates, etc.)
- The impact fundamental CRE variables have had on CRE credit performance
- Case studies, lending considerations, and the results of CRE portfolio analysis
Research: COVID-19 and Retail: A Macy's Case Study
- Victor Calanog, PhD, Head of CRE Economics
- Jun Chen, PhD, Head of CRE Research
- Chris Henkel, Business Development and Advisory Services Lead
In our latest release, Moody's Analytics and CWCapital analyze the current state of CRE transaction markets.
Coronavirus (COVID-19): An Examination of Recent Delinquency Trend of Commercial Real Estate Loan Portfolios
This study examines the recent performance of the commercial real estate loan portfolios of the four largest lender groups: commercial banks, insurance companies, agencies, and CMBS under the impacts of COVID-19.
In this paper, we discuss the geography and magnitude of the coronavirus's impact on student housing and the broad commercial real estate (CRE) market.
Coronavirus (COVID-19): Credit Risk Impact on Commercial Real Estate Loan Portfolios (September 2020 Update)
As an update, this study continues to monitor COVID-19's impact on the credit risk of financial institutions' commercial real estate (CRE) loan portfolios under latest baseline and Fed scenarios.
In this paper we will discuss the economics of repurposing real estate for other uses, given the widespread structural changes that the COVID-19 crisis has prompted. We will focus on the convergence between retail and industrial, but also, given the systemic nature of this pandemic, we will touch on how the use and structure of other property types are likely to evolve as well.
Dr. Victor Calanog, Head of Commercial Real Estate Economics at Moody's Analytics REIS, discusses the latest trends in multifamily and commercial real estate performance metrics.
Moody's Analytics & Raymond James In Conversation: Aftershock: The Impact of COVID-19 on Lending in the 2nd Half of 2020 – An Update on CRE
The third in our series of updates to the webinars Moody's Analytics & Raymond James hosted in April & May on the impact of COVID-19 on the economy, mortgages, CRE and U.S. autos. This - our third webinar - will discuss COVID-19's current impact on CRE.
Distress in CMBS loans continued in June and July, particularly for hotel and retail. Modifications are taking different forms, depending on property type. We discuss different drivers and speculate on what's next.
Join us for an in-depth analysis of CRE loan performance and credit risks under Moody’s latest economic and real estate scenarios.
Victor Calanog from the Analytics team discusses how the US industrial property market (particularly warehouse distribution facilities and data centers) is set to further benefit post COVID-19.