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The Institutional Risk Analyst
Yellen's FSOC: Housing Policy Dreams vs Mortgage Market Reality
Yellen's proposal for a backstop is merely a canard to help Treasury avoid another fiasco next time a Ginnie Mae issuer fails
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Jul 30, 20246 min read
With Commercial Property, the Equity Goes First
The key thing to remember with commercial real estate is the change in price volatility and direction that has occurred since COVID.
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Jan 20, 20245 min read
Banks Slow Walk Commercial Real Estate Losses
As reflected in the valuations for JPM, WFC and BXMT, institutional investors are still not that concerned about commercial real est losses
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Jan 18, 20247 min read
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