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 of Portfolio Management and Advisory [...]

Filed under: Instant Analysis by Weekly Story Ideas for Journalists

Much has been written about the issues faced by Commercial Real Estate, extent of losses the CMBS bonds will sustain, whether the TALF, PPIP and other government programs will help, and if the commercial real estate market is showing signs of bottoming or is going to keep declining a lot more. There are various views [...]

Filed under: NewOak Blog by Malay Bansal

It’s always interesting to analyze forecasts about future spreads and yields. CMBS industry’s weekly newsletter, Commercial Mortgage Alert publishes predictions on future CMBS spreads every January & July. I have always liked to look at them, not because anyone has the ability to predict the future, but because the predictions often provide interesting insights into [...]

Filed under: NewOak Blog by Malay Bansal