Major Store Closings Aren't Priced Into CMBS, Barclays Says

The video discusses the challenges faced by companies like Fleetwood, which make fixtures for major retailers such as JCPenney and Neuman Marcus, amidst a wave of retail bankruptcies. It highlights the broader implications for commercial real estate, particularly concerning commercial mortgage-backed securities (CMBS), as raised by Barclays. Despite predictions of a retail apocalypse, attempts to profit from this decline have largely failed, with hedge funds unable to capitalize on expected delinquencies. The video concludes by noting the adaptability of mall landlords in the face of these challenges.

Discuss the challenges faced by struggling retailers in refinancing their loans.

What strategies are mall landlords employing to adapt to the changing retail landscape?