Analysis

Overall, customer transactions at major restaurant chains in December were down 10% compared to the same period year ago.

Some suburbs are better equipped than others to meet the potential change to suburban living.

The decline in lodging brings down the overall rate.

Senior housing qualifies for a critical exception, as long as other requirements are met.

Potential earnings downside is a major risk for the sector, analysts say.

The vacancy rate has climbed to 9.4% in the market and the sublease supply has increased to three or four times the pre-pandemic norm as tenants shed office space.

Most metros are seeing "bleak" fundamentals in apartments, office and retail, according to a new Moody's Analytics.

Currently, there are $3.1 billion of ARAs outstanding among 442 loans.