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- 38 - 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.
Fri, 09 Jul 2021 - 47min - 37 - 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.
Fri, 14 May 2021 - 39min - 36 - 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
Thu, 08 Apr 2021 - 30min - 35 - 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.
Fri, 19 Mar 2021 - 34min - 34 - 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.
Tue, 02 Mar 2021 - 30min - 33 - 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.
Fri, 26 Feb 2021 - 32min - 32 - State of play in securitized credit
Voya's David Goodson lays out the opportunities and potential pitfalls in securitized debt in today's ultra-low interest rate environment. Some thoughts on ESG investing.
Thu, 11 Feb 2021 - 35min - 31 - ABS in Mind: RMBS hot topics; The COVID-19 fallout on residential mortgages and bonds.
In this episode, Moody’s Investors Service analysts Ola Hannoun-Costa and Yehudah Forster detail their findings on the performance of non-agency, SFR and CRT reference pool loans since the pandemic hit, and muse about what’s to come in 2021. Forster discusses the CFPB’s new QM rule.
Mon, 21 Dec 2020 - 34min - 30 - ABS in Mind: RMBS hot topics; Mortgage performance during the pandemic, 2021 outlook. ep. 27
In this episode, Leland Abrams, the CIO of Wynkoop LLC and a lead portfolio manager for the Catalyst Enhanced Income Strategy Fund discusses some of his favorite themes within the legacy non-agency mortgage bond market and his outlook for 2021. Housing fundamentals should be fine, but be aware of bond structure and Libor cessation, he says.
Fri, 04 Dec 2020 - 21min - 29 - ABS in Mind: RMBS hot topics; Milken’s Kaplan on non-agency RMBS reporting, changes to QM. ep. 26
In this episode, Eric Kaplan, who heads the housing finance program at the Milken Institute Center for Financial Markets, lays down his agenda in another role, the leader of the Fixed Income Investors Network’s mortgage task force. He also discusses upcoming changes to the QM rule and the impact that’ll have for non-agency investors.
Mon, 05 Oct 2020 - 27min - 28 - ABS in Mind: The lowdown on CMBS workouts from Rob Verrone. ep. 25
Iron Hound Management was established in 2009 by Rob Verrone to advise on the workouts of commercial real estate loans following the financial crisis. The newfound urgency in workouts due to the COVID-19 economy has him drawing on that experience and more. Rob delivers the state-of-play on how servicers and CMBS investors are handling the distress.
Fri, 04 Sep 2020 - 24min - 27 - Navigating the pandemic: Commercial real estate losses past and future expectations.
For this episode, host Al Yoon and Debtwire Assistant Editor Maura Sadovi welcome Jen Ripper and John Swarr, investment specialists at Penn Mutual Asset Management. We discuss just how bad commercial and residential mortgage losses could be, and where it’s safe to invest ahead of the fallout. While historical CMBS losses have been low, Penn Mutual’s actions speak loudly: It’s sticking with “up in quality” bonds with lots of credit support.
Fri, 24 Jul 2020 - 31min - 26 - Mapping out residential mortgage credit strategies when there’s no precedent for performance
For this episode, host Al Yoon welcomes Paul Norris, head of structured products at Conning. We discuss how his team is putting money to work in residential mortgage investments when it’s anybody’s guess how distressed the sector will become during the COVID-19 pandemic. We also discuss other ABS sectors he likes, and doesn’t like.
Sat, 11 Jul 2020 - 24min - 25 - Short and long-term opportunities in commercial real estate, ep. 20
For this episode, the team hosts Gregory Michaud, head of real estate finance for Voya Investment Management. We discuss not only where insurance money is being deployed in commercial real estate but drill down to the origins of some opportunities, like financings stranded when the CMBS market seized up in March.
Fri, 26 Jun 2020 - 27min - 24 - The Structured Finance Association guides ABS markets out of the chaos of the past few months
For this episode, host Al Yoon and Debtwire ABS Managing Editor John Wilen host SFA CEO Michael Bright, who lays down his priorities for keeping the ABS markets functioning, with integrity. We provide an update on the phase-out of Libor.
Tue, 16 Jun 2020 - 28min - 23 - ABS in Mind: Hedge funds move up CMBS credit stack, but stay put in RMBS, ep. 18
For this episode, the team hosts Scott Buchta, managing director and the head of fixed income strategy at Brean Capital. Buchta provides an update on investment activity in CMBS and RMBS, as well as discusses forbearance trends in both sectors.
Fri, 29 May 2020 - 27min - 22 - ‘Not all retail is dead’ — Voya’s Goodson on CMBS, RMBS and consumer ABS, ep. 17
For this episode of ABS in Mind, the team hosts Dave Goodson, head of securitized products at Voya Investment Management. Goodson provides an overview on attractive investment opportunities he sees in securitized products, specifically CMBS, RMBS and consumer ABS.
Mon, 18 May 2020 - 26min - 21 - ABS in Mind: Columbia Threadneedle, Income Research unveil their ABS picks, ep. 16
In this episode of ABS in Mind, the team hosts Caroline Chen, senior vice president, research analyst at Income Research + Management, a fixed income manager with USD 75bn in AUM, and Gene Tannuzzo, deputy global head of fixed income at Columbia Threadneedle, which manages about USD 500bn in assets. The two experts share their thoughts on risk and returns in various securitized assets.
Fri, 01 May 2020 - 38min - 20 - ABS in Mind: Hotels ‘strategically’ pay mortgages; CRE shows signs of optimism, Ep. 15
For this episode of ABS in Mind, the team hosts Jim Shevlin, president of CWCapital, who provides an update on the most recent trends in the commercial real estate sector, one of the hardest-hit segments throughout the COVID-19 outbreak. Additionally, the team discusses some early signs of optimism in the CMBS liquidity crisis.
Thu, 16 Apr 2020 - 30min - 19 - ABS in Mind: RMBS trading causes chaos; M&A preps for deals; SMB sceptical on relief plans, ep. 14
In this episode, Debtwire ABS descusses the RMBS trading frenzy of the past weeks. In addition, we provide an update on the M&A deal pipeline and where investors are seeing near-term opportunities. We end the episode with a discussion around the small business lending sector, arguably one of the first lending sectors to be hit due to the global pandemic.
Fri, 27 Mar 2020 - 31min - 18 - ABS in Mind: ESG faces new test in slowing economy; hotel and retail vulnerable in CMBS, episode 13
In this episode, Debtwire ABS hosts Sharadiya Dasgupta, a consultant for Flat Rock Global, to provide an update on ESG lending. In addition, the team provides an overview of the challenges ahead for hotel and retail values in the wake of the store closures and travel disruptions due to the coronavirus.
Mon, 16 Mar 2020 - 34min - 17 - ABS in Mind: Macro pressures, ESG and Libor top of mind at SFVegas, ep. 12
The crowd at this year’s SFVegas left the conference less optimistic this year, as macro trends — including concerns about the spread of coronavirus — left investors wondering whether the long-anticipated economic downturn is underway.
Mon, 02 Mar 2020 - 23min - 16 - ABS in Mind: Toorak CEO on fix & flip; Simon’s M&A strategy; debt and distress in cannabiz, ep. 11
In this episode, Debtwire ABS hosts John Beacham, CEO of Toorak Capital Partners, to provide an update on fix and flip lending. In addition, the team provides an overview of Simon Group’s “contrarian” strategy in the retail space. Also, we give a sneak-peak of an upcoming story on challenges in cannabis debt investments.
Thu, 13 Feb 2020 - 23min - 15 - ABS in Mind: Non-QM on pace for 10x growth; new issuers, tokenized deals in WBS, ep. 10
In this episode, Debtwire ABS hosts Brent Houston, co-founder of non-QM lender ALTRA Mortgage Capital, for a discussion around the recent trends in the non-QM sector. In addition, Nelson Chu, CEO of the digital securitization platform Cadence, gives us a rundown on the inaugural rated tokenized whole business ABS transaction. The team also discusses top trends in the traditional WBS space.
Fri, 31 Jan 2020 - 31min - 14 - ABS in Mind: Election risks in CMBS, more ‘bespoke’ structures and growth in CRE CLOs, Ep. 9
For this episode of ABS in Mind, Debtwire ABS hosts Richard Jones, a partner and co-chair of Dechert LLP's global finance and real estate practice group, to provide an update on the CRE and CMBS sectors, including emerging funding structures, election risks and tech disruption.
Fri, 17 Jan 2020 - 30min - 13 - ABS in Mind: CRTs stabilize; subprime auto ABS tight, MPL to widen; blockchain rationalization, Ep 8
For Episode 8 of ABS in Mind, Debtwire ABS hosts Mark Fontanilla, founder of the CRTx indexes. In addition, John Mizzi of Bond.One provides an update on the state of blockchain tech utilization in ABS markets. Next, the team outlines trends to watch in subprime auto and marketplace lending ABS in 2020.
Fri, 20 Dec 2019 - 28min - 12 - ABS in Mind: Equity backing to lending fintechs raises concerns; non-QM sky is still blue, ep. 7
For Episode 7 of ABS in Mind the Debtwire ABS team hosts Dushyant Shahrawat, director at Rosenblatt Securities' fintech investment banking group to chat about equity investment trends in the online lending and fintech space overall. Next, Perry Rahbar, CEO of dv01 talks about the major trends and outlook for the burgeoning non-QM sector.
Mon, 25 Nov 2019 - 32min - 11 - ABS in Mind: Dynamic’s new MPL fund, CMBS & spiking retail bankruptcies, Fannie’s new CRT deal, ep 6
In the sixth episode of ABS in Mind, the Debtwire ABS team hosts Mike Li, portfolio manager with Dynamic Credit, to explore opportunities in less-established corners of marketplace lending. The team also discusses first Fannie Mae CRT deal backed by multifamily loans, as well as provides and update on CMBS investors and mall owners in the midst of an ongoing retail apocalypse.
Fri, 08 Nov 2019 - 32min - 10 - ABS in Mind: New structures, AI in consumer ABS; Vantage’s NCSLT battle; trends in aircraft ABS ep 5
In this episode of ABS in Mind, the Debtwire ABS team hosts Gal Krubiner, CEO of Pagaya Asset Management, to explore the new funding structures in the unsecured consumer sector, as well as touch on the role of AI in active loan selection. The episode also features a discussion around the potential consequences of the Vantage-NCSLT litigation for the broader ABS industry, if Vantage walks out a winner. Lastly, we look at the aircraft ABS sector, including growth trends, downturn concerns and the 737 Max grounding issue.
Thu, 24 Oct 2019 - 29min - 9 - ABS in Mind: C-PACE broadening; student loan regulation; CMBX6 & Forever 21 bankruptcy, ep4
In this week’s episode, the Debtwire ABS team hosts ING’s Sandeep Srinath to discuss the growing popularity C-PACE. We also touch on the regulatory chaos that haunts the student loan sector following the Corinthian collapse, as well as the long and short debate in the CMBX space.
Fri, 11 Oct 2019 - 26min - 8 - ABS in Mind: ABS East Recap, episode 3
This week’s special episode rounds up the hottest topics and asset classes discussed during Miami ABS East conference.
Fri, 27 Sep 2019 - 28min - 7 - ABS in Mind: WeWork, the “unwanted” tenant Ep02 091119
With a looming IPO, WeWork has topped the business headlines in the past weeks. From the buzz around valuation cuts, to management conflicts, and dropping bond values, the real estate firm has the markets divided on the resilience of its model. In this episode of ABS in Mind, we dive into the CMBS investors’ perspective, discuss the latest chatter among the landlords and brokers and hear the European perspective. Our guest for this episode is Manus Clancy, managing director at analytics platform Trepp.
Wed, 11 Sep 2019 - 25min - 6 - ABS in Mind: LatAm fintechs, NY rent regulation and reperforming mortgages
ABS in Mind, the new podcast series from Debtwire ABS, presents listeners with the most top-of-mind issues in the asset backed markets, from real estate to fintech.
Wed, 28 Aug 2019 - 17min - 5 - ABS: New fintech Arival eyes US banking license; wants to serve crypto businesses
In this episode of Debtwire ABS podcast, Jeremy Berger and Igor Pesin discuss Arival bank’s plans in the US, their fundraising efforts and plans for global expansion. The bank will target ‘abnormal’ customers, including businesses in the cryptocurrency sector, tech startups, freelancers and micro businesses, which have limited to no access to traditional banking services.
Mon, 19 Aug 2019 - 20min - 4 - Debtwire ABS: Funding Circle’s Martinez on US ABS plans, LendingClub partnership, and more
In this episode of Debtwire ABS podcast, reporter Diana Asatryan and Funding Circle’s Bernardo Martinez discuss the lender’s ABS plans in the US, its recent partnership with LendingClub and the state of the small business lending sector overall.
Thu, 20 Jun 2019 - 14min - 3 - Debtwire ABS: TransUnion sees opportunity in lending to delinquent borrowers
In this episode of the Debtwire ABS podcast, ABS reporters Diana Asatryan and Larissa Padden discuss the latest study by TransUnion, which found that in some instances providing an additional personal loan to delinquent consumers could help them become current on their debt. They are joined by TransUnion’s Kristen Bataillon and Matt Komos, who also provide an overview on the current state of consumer health.
Wed, 08 May 2019 - 22min - 2 - Debtwire ABS podcast: Exploring investment opportunities in C-PACE
Description: In this episode of the Debtwire ABS podcast, ABS reporters Diana Asatryan and Larissa Padden provide an overview of the growing landscape of the Commercial Property Assessed Clean Energy (C-PACE) funding and discuss potential investment opportunities in the sector. They are joined by some of the most active players in the sector, including Alexandra Cooley, COO of Greenworks Lending, Sandeep Srinath, director of ING’s structured solutions group and Mansoor Ghori, co-founder and managing director of Petros PACE Finance.
Thu, 28 Mar 2019 - 38min - 1 - Debtwire ABS podcast: Blockchain in capital markets and structured finance
Mariana Gomez de la Villa, global program manager of Distributed Ledger Technology at ING, and Charles Moore, CEO of Global Debt Registry, join the Debtwire ABS team to discuss current and future blockchain use cases in capital markets and structured finance.
Tue, 04 Dec 2018 - 37min
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