Analysis

After a difficult 2020, things should stabilize by 2022.

It's best to assume regulations will be harmful to the industry but that incentives for both companies and landlords greening their buildings could be helpful.

COVID-19, job losses, and eviction moratoria have led to an increased risk of default, especially among highly-leveraged smaller investors.

The merger with CoreLogic would triple CoStar's total addressable market in the $180 trillion global real estate industry.

Moody's found that smaller shopping centers faced more issues before COVID and are now dealing with servicers reluctant to modify.

Due to persistent pandemic-driven operating and liquidity challenges, leisure and entertainment leveraged loan defaults are rising.

Over longer time horizons, improved performance becomes apparent.

Banks are increasingly choosing to close unprofitable branches in advance of a lease expiration.