DAPT Acquisitions

We have seen no to minimal impact so far in our portfolio, but distress appears to be spreading. Whether or not renters get assistance, and how much, will have a big impact.

Multifamily Lease Pricing Down As Properties Opt for Shorter-Term Incentives | GlobeSt Both move-in and move-out rates in August lagged 2019 activity in a time of uncertainty, and more tenants used credit cards to pay rent, according to MRI Software's monthly report.

Wondering what they mean by a "K" shaped recovery? This explains it pretty well. Basically, the wealthy get wealthier and the poor get poorer. If that's the case, low end (C Class) retail and possibly apartments will see a more challenging environment.

The K-Shaped US Economic Recovery Theory and What It Means for CRE | GlobeSt If some economists' theory of a K-shaped COVID-19 economic recovery pans out, commercial real estate markets for affluent segments may fare better than those for lower-income people or companies.

One "good" thing about Congress letting benefits expire is it will give us a more clear view into the state of the market and what to expect. What I would expect is exactly what this article talks about.

Rent Payments Down 29% in August as Federal Aid Disappears | GlobeSt A disturbing trend that has emerged is the reduction in online payments in August.

I recently had the honor of being a guest on the Ellie Perlman's REady2Scale podcast. Ellie puts together a great show!

S2 EP 108: Analyzing Recession Resistant Asset Classes with Andrew Cushman The recession is here and it’s time to adjust. Andrew Cushman provides excellent advice on not only identifying which asset classes are most likely to be rec...

What do you think about where unemployment, rental income, and the economy are headed? This is why we have dramatically slowed acquisitions for the short term - there's a high probability the distress just hasn't had enough time to show itself in CRE just yet.

“I think you’ll see a lot of guys get the keys back,” Rosen says.

Yieldstreet: 2020’s Second Half is When the Real Pain Starts | GlobeSt Right now, lenders are working through the initial issues with their borrowers.