Moody’s Investors Service

What Does the T-Mobile/Sprint Merger Mean for Wireless Tower REITs? 

Following the merger, the tower operators would generate most of their domestic revenue from only three major tenants, which Moody’s believes could increase the new entity’s negotiating power.

Health Care REITs: Developments to Watch

Asset sales will likely improve health-care REITs’ portfolio quality and balance sheets, while new supply will continue to challenge their senior housing investments, reports Moody’s Investors Service Vice President Lori Marks.

Economy Watch: Corporate Retail Defaults Hit New High in Q1

The corporate sector saw nine retail defaults in the first quarter, more than any other business category, according to a recent Moody’s Investors Service report.

CMBS’s Coming Headwinds

The CMBS market is well positioned for another stable year, but at this late stage in the current cycle, the market faces a number of challenges.

Jeff Bezos, Amazon founder & CEO

Economy Watch: Meta-Ranking of Amazon HQ2 Race Puts Atlanta on Top

Sperling’s BestPlaces collected 18 lists and ranking of potential locations, determining that Atlanta’s ability to absorb an expected 50,000 workers and other factors make it the No.1 contender for the new Amazon headquarters.

US Industrial REITs Benefit From Rising Warehouse Demand

Warehouse space is likely to remain in steady demand, supported by favorable fundamentals and the rapid growth of e-commerce sales, notes Moody’s Investors Service Analyst Alice Chung.

Health Care REITs: Developments to Watch in 2017

By Lori Marks, Vice President & Senior Analyst, Moody’s Investors Service: The key factors that will lead to slower, albeit still positive, earnings growth in 2017 for the sector.

US REITs, REOCs Prepared for Uncertainty Ahead

By Philip Kibel, Associate Managing Director, Moodys Investors Service: Despite Moodys expectation that the performance of U.S. REITs and REOCs will be stable in 2017, here are the key credit issues to watch for in the year ahead.