Dr. Victor Calanog, Head of Commercial Real Estate Economics at Moody's Analytics discusses the latest trends in multifamily and commercial real estate performance metrics in this Q4 2020 quarterly briefing
Key discussion topics:
- How did we end “the Year of COVID,” given fourth-quarter performance metrics?
- Were there property types that exceeded expectations?
- How did distress (or the lack of it) manifest across geographies?
- Has our outlook for 2021 changed significantly relative to our last forecast (and if so, why)?
Dr. Victor Calanog, Head of Commercial Real Estate Economics at Moody's Analytics, discusses the latest trends in multifamily and commercial real estate performance metrics.
In our latest release, Moody's Analytics and CWCapital CWCapital collaborate to explore how the uncertainty surrounding COVID-19 has impacted CRE transaction markets.
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.
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.
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.
Victor Calanog from the Analytics team discusses the early warning signals of loan distress and other concerns as lock-down abates.
The long-term prospects for industrial properties appear relatively strong, given how the COVID-19 crisis hastened the shift of commerce to online channels. We discuss why this is the case.