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    Coronavirus (COVID-19): Credit Risk Impact on Commercial Real Estate Loan Portfolios

    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

    Presentation Slides

    Research: COVID-19 and Retail: A Macy's Case Study

    Speakers

    • Victor Calanog, PhD, Head of CRE Economics
    • Jun Chen, PhD, Head of CRE Research
    • Chris Henkel, Business Development and Advisory Services Lead
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    COVID-19 and CRE Transaction Markets

    In our latest release, Moody's Analytics and CWCapital analyze the current state of CRE transaction markets.

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    Coronavirus (COVID-19): An Examination of Recent Delinquency Trend of Commercial Real Estate Loan Portfolios

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    Higher Education, Student Housing, and the Local Community

    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.

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    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.

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    COVID-19 and the Convergence of Retail and Industrial

    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.

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    Q2 2020 REIS Quarterly Economic Briefing

    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.

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    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.

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    COVID-19 and Distress in the CMBS Markets (An Update)

    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.

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    Managing the Shock to Commercial Real Estate: A Practical Approach to Quantify Loan Performance

    Join us for an in-depth analysis of CRE loan performance and credit risks under Moody’s latest economic and real estate scenarios.

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    The COVID-19 Crisis: Why Industrial (Warehouse) Is Likely To Fare Better

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