The State of American Restaurants, by City, November Update by Wolf Richter • Nov 2, 2020 • 178 Comments “Seated diners” get scarcer again as new Covid cases surge.
High Times in the Plague Year: Booze & Cannabis Retailers Shine by John McNellis • Oct 31, 2020 • 98 Comments Landlords already know this: People are getting more toasted than Wonder Bread.
Americans Are Super-Gloomy About Holiday Spending, But Industry Ramps Up for Blockbuster Christmas by Wolf Richter • Oct 27, 2020 • 183 Comments Something is afoot here. And someone is going to be wrong.
Jingle Mail Haunts Commercial Mortgage-Backed Securities as Property Values Get Slashed Below Loan Amounts by Wolf Richter • Oct 26, 2020 • 125 Comments At the time of securitization into CMBS a few years ago, inflated collateral values led to soothingly low loan-to-value ratios. Then trouble hit.
Down-to-Earth View of the “Recovery” in Near-Real Time, Eight Months into the Pandemic by Wolf Richter • Oct 21, 2020 • 112 Comments As seen by indicators that have sprung up as a result of the Pandemic.
Stimulus & Debt-Deferral Economy: Americans Splurged. Huge Price Increases Boosted Auto Sales. Liquidation Sales Pumped up Department Stores by Wolf Richter • Oct 16, 2020 • 154 Comments Depicted by my 13 whiplash-charts.
Disney Struck. Cinemas, Landlords Live Nightmare in Brick-and-Mortar-Meltdown Series as Movie Debuts Shift to Streaming by Wolf Richter • Oct 12, 2020 • 121 Comments Efforts to redevelop dying Stonestown Galleria in San Francisco turn into mess. The beating of landlords will continue until mood improves.
Cinema Chains Near Collapse: The Problem Beyond the Pandemic by Wolf Richter • Oct 5, 2020 • 189 Comments Out-of-money-date for Cineworld — owner of Regal, second largest movie theater chain in the US — is in November or December, but it’s hoping for a US taxpayer bailout.
Commercial Real-Estate Fallout Even Douses the Queen of England by Nick Corbishley • Sep 26, 2020 • 54 Comments Office Workers Are Again Told to Work from Home, Retailers Don’t Pay Rents, UK Commercial Property Owners Sink Deeper into the Mire.
How Life Changed During the Pandemic: Still Loaded with Stimulus Cash, Americans Went Shopping. But Where? by Wolf Richter • Sep 16, 2020 • 95 Comments Illustrated with 13 whiplash-inducing charts.
