Commentary on the Commercial Real Estate Debt Markets, Economics, Politics and More.
Having written hundreds of thousands of words of CrunchedCredit over the years, it’s possible I’m about to cross a bridge I already crossed long ago, but I thought it was a worthwhile topic in this time and place.
It’s time we develop a structured warehouse facility for commercial real estate mortgages. Structured warehouses could provide current…
[1]Breathless headlines confront us daily about the perils of private credit. A place where clueless investors’ equity goes to die and, more broadly, a threat to the safety of our capital markets. Is it the plaything of villainous and rapacious chancers who act without regard to the equity stake of their investors feasting on AUM whilst…
