http://www.newoakcapital.com/market-outlook Tue, 07 Sep 2010 20:05:18 +0000 http://backend.userland.com/rss092 en CMBS Servicers Not Just Extending & Pretending "Loan extension has been one of the most common modification strategies used by special servicers, and has been criticized by many as extend-and-pretend or delay-and-pray, etc,” says Malay Bansal, head of Portfolio Management and Advisory for Commercial Real Estate & CMBS at ... http://www.newoakcapital.com/market-outlook/cmbs-drama-ahead-855 Has the Open-Bank M&A Market Finally Thawed? “With the economic recovery still sputtering, great worry over the state of the commercial real estate market, and significant uncertainty still hovering over the bank industry due to the pending implementation of the Dodd-Frank Wall Street Reform and Consumer Protection Act, the First ... http://www.newoakcapital.com/market-outlook/thawing-ma-market-dodd-frank-classification-issues-858 Recently I had the opportunity to moderate a panel during the DSNews DARE conference on May 13, 2010 in Washington DC titled: “Identifying the Deal – Why Now is the Time to Invest in Distressed." To answer questions in investors mind surrounding "what, when, and how", I was fortunate to be ... http://www.newoakcapital.com/market-outlook/identifying-the-deal-why-now-is-the-time-to-invest-in-distressed-758 Economic Outlook 2010 “The overall picture is that of increasing uncertainty with slow job growth creation, increasing job losses, slow manufacturing growth, higher taxes, chaotic government policy, and artificially stable housing prices,” says Ron D’Vari, CEO & Co-Founder of NewOak Capital, a Capital Markets, Asset Management, and Advisory firm in Manhattan. ... http://www.newoakcapital.com/market-outlook/economic-outlook-2010-861 As we slowly move into the fourth quarter, the overall picture is that of increasing uncertainty. In the US we see slow job growth creation and increasing job losses in the public sector. Housing prices are artificially stable. Slow growth in manufacturing. Taxes are on the rise. And our government ... http://www.newoakcapital.com/market-outlook/economic-outlook-2010-fasten-your-seatbelts-its-going-to-be-a-bumpy-night-744 Predictions about future bond spreads by market participants provide a window on their thinking about their expectations regarding the performance of the underlying asset class. CMBS industry’s weekly newsletter, Commercial Mortgage Alert published its semi-annual polling of predictions on CMBS spreads six months later last month. One interesting fact in ... http://www.newoakcapital.com/market-outlook/what-do-cmbs-spread-forecasts-say-about-commercial-real-estate-737 I was on a panel on Tranche Warfare last month in IMN’s 11th Annual US Real Estate Opportunity & Private Fund Investing Forum. It was a very well organized conference with a lot of people in attendance, and provided a great opportunity to exchange ideas with and listen to views ... http://www.newoakcapital.com/market-outlook/thoughts-from-the-imn-us-real-estate-opportunity-private-fund-investing-forum-728 This forum served up the usual pundits’ assessments of the state of our industry, revealed strategies and tactics de jour to capitalize on current opportunities, and provided fabulous networking opportunities with key industry players. Panel speakers opening the conference let all the usual ‘double-dip,’‘half-full glass’, ‘tale of two cities’, and ... http://www.newoakcapital.com/market-outlook/conference-report-711 The most important and the most basic issue related to ratings and rating agencies has not been recognized or addressed in reforms announced so far. Here’s a new idea on a practical solution to address this most fundamental issue, which also addresses the conflict of interest issue that has received ... http://www.newoakcapital.com/market-outlook/rating-agency-reform-the-unrecognized-unaddressed-basic-issue-698 NAIC Action, Less Noticed, But Good for Commercial Mortgages "The National Association of Insurance Commissioners backed off from its proposal to increase the capital that insurance companies must set aside for commercial mortgage loans. That is a good thing for the commercial real estate market,” says Malay Bansal, head ... http://www.newoakcapital.com/market-outlook/cre-naic-drama-china-sovereign-bond-crisis-community-banks-gone-wild-682