ABS in Mind Debtwire
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- Business
ABS in Mind, the podcast series from Debtwire ABS, presents listeners with the most top-of-mind issues in the asset backed markets, from real estate to fintech.
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Real estate investors accounting for climate risk
David Burt, the CEO of DeltaTerra Capital who is also known for his role in predicting the subprime lending bust, has a new call: the repricing of US residential real estate due to climate-related risks. The housing market stands to take a $1.9 trillion hit, and investors in the GSE’s credit risk transfer market are vulnerable, he says.
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ABS in Mind Podcast: CMBS and RMBS state of play with Lord Abbett's Harris Trifon
Lord Abbett's Harris Trifon on his brightening CMBS outlook, why it's hard to make a bear case for the sizzling resi market, and "bad" bonds.
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Home equity investments find traction with homeowners, investors
Point, a company that developed the Home Equity Investment, is finding its product in greater demand as homeowners seek liquidity without taking on debt. HEIs are already in the hands of mortgage servicers looking to help borrowers catch up on payments missed while their income dropped, for instance. Investors who've seen double-digit unlevered returns are hoping to see greater scale.
Debtwire ABS Assistant Editor Al Yoon hosts -
Why Wells Fargo is investing in Black-owned banks; the state of play of CRE lending in communities of color
A conversation with Wells Fargo's Gigi Dixon and the National Bankers Association's Robert James II about Wells Fargo's move to invest in Black-owned banks and the state of play of CRE lending in communities of color.
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CRTx index's Mark Fontanilla on credit risk transfer bond performance, relative value
CRTx's Mark Fontanilla joins Albert Yoon on ABS in Mind to discuss the latest performance trends in CRT bonds and relative value.
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MP’s McNamara expects big reversal in CMBX6 rally, BB tranche to end at price in 20s
Dan McNamara, principal at alternative asset manager MP Securitized Credit Partners, explains the state of play in CMBX6, why the firm has doubled down on its CMBX6 short trade, and forecasts that the BB tranche of the synthetic index will fall to a price in the 20s in the next 1-2 years before it expires.