Analysis

The firm says companies might also create more domestic supply chains.

Grocers have mostly avoided the pain caused by e-commerce, but COVID-19 is forcing adoption of online delivery. Grocers and the REITs that lease to them need to adapt quickly, BTIG consultants say.

"U.S. restaurants are being hit particularly hard by widespread stay-at-home guidelines and business closures, which contributed to a near-50% drop year over year in spending at restaurants and bars during April," S&P Market Intelligence stated.

Because of the COVID-19 pandemic, there is a demand for robotic fulfillment facilities that will support the online food delivery industry and these facilities will pick and handle groceries orders faster and better.

Student housing is poised for increased distress rates as leases expire and universities ponder if they will reopen campuses, according to a new report released by Trepp.

Governments facing budget shortfalls seek new financing options for shovel-ready projects.

Retailers like American Eagle Outfitters, Rent-A-Center and Urban Outfitters, and restaurant chains like Cracker Barrel and Texas Roadhouse are now eligible for Main Street loans.

With more companies announcing that employees can continue to work at home, the coronavirus epidemic may shift how and whether companies lease office space in the future.