A few weeks go by and I notice one day one of the caps are tilted off a bit.

I won't be investing in the riskiest/most supportable asset subclasses such as hotels, and tilt my portfolio the ones that have historically been more stable such as multifamily and single-family housing.

Conventions won't appear til 2021 in any meaningful way and not back to full tilt until vaccine.

If this lingers any longer, then we are back to the same boat in another 2 months.I am also seriously considering a rent credit for multi-family occupants with a weight tilted to longer term tenants. 

We may see an influx of inventory in the markets that have had low supply and tilt the balance of power back to being a buyers market.

Not doing so will bite you in the ***.Do as landlords always do when the government continues to tilt the scale in the direction of the tenant.

In general though, renting has been “easy” for the past 5-6 years as supply and demand have tilted in landlords’ favor and rents have risen accordingly.

In regarding to leverage, those that went full tilt and hit 80-90% LTV on their properties are now facing difficulties, but those that stuck in the 50-75% range, are doing just fine.I buy my building with 75% LTV BUT I make sure that the buildings can support all expenses and debt servicing at 80% occupancy.

I'd rather have an empty unit than tilting leverage in favor of the tenant. 

Their last month's rent is then due at the last month.I am also seriously considering a rent credit with a weight tilted to longer term tenants.