Commentary on the Commercial Real Estate Debt Markets, Economics, Politics and More.
Trading Is Not a Dirty Word and Other Thoughts on a More Manageable CRE CLO
As we begin to reflate the CRE CLO business this year with shrinking spreads and hopefully shrinking SOFR, we need to think of this as CRE CLO 3.0. This business, this technology, which is truly a brilliant way to deliver…
Live in Hope…Die in Despair! Will Interest Rates Come Down (Far Enough) This Year?
I sure hope they will. While I’m a member in good standing of the higher-for-longer club, I would love to be convinced that rates are coming down…a lot. I want to believe all those eminent and eminent-adjacent talking heads making…
