ABS in Mind
Debtwire
Categories: Business
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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.
Previous episodes
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38 - Real estate investors accounting for climate riskFri, 09 Jul 2021 - 0h
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37 - ABS in Mind Podcast: CMBS and RMBS state of play with Lord Abbett's Harris TrifonFri, 14 May 2021 - 0h
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36 - Home equity investments find traction with homeowners, investorsThu, 08 Apr 2021 - 0h
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35 - Why Wells Fargo is investing in Black-owned banks; the state of play of CRE lending in communities of colorFri, 19 Mar 2021 - 0h
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34 - CRTx index's Mark Fontanilla on credit risk transfer bond performance, relative valueTue, 02 Mar 2021 - 0h
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33 - MP’s McNamara expects big reversal in CMBX6 rally, BB tranche to end at price in 20sFri, 26 Feb 2021 - 0h
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32 - State of play in securitized creditThu, 11 Feb 2021 - 0h
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31 - ABS in Mind: RMBS hot topics; The COVID-19 fallout on residential mortgages and bonds.Mon, 21 Dec 2020 - 0h
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30 - ABS in Mind: RMBS hot topics; Mortgage performance during the pandemic, 2021 outlook. ep. 27Fri, 04 Dec 2020 - 0h
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29 - ABS in Mind: RMBS hot topics; Milken’s Kaplan on non-agency RMBS reporting, changes to QM. ep. 26Mon, 05 Oct 2020 - 0h
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28 - ABS in Mind: The lowdown on CMBS workouts from Rob Verrone. ep. 25Fri, 04 Sep 2020 - 0h
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27 - Navigating the pandemic: Commercial real estate losses past and future expectations.Fri, 24 Jul 2020 - 0h
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26 - Mapping out residential mortgage credit strategies when there’s no precedent for performanceSat, 11 Jul 2020 - 0h
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25 - Short and long-term opportunities in commercial real estate, ep. 20Fri, 26 Jun 2020 - 0h
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24 - The Structured Finance Association guides ABS markets out of the chaos of the past few monthsTue, 16 Jun 2020 - 0h
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23 - ABS in Mind: Hedge funds move up CMBS credit stack, but stay put in RMBS, ep. 18Fri, 29 May 2020 - 0h
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22 - ‘Not all retail is dead’ — Voya’s Goodson on CMBS, RMBS and consumer ABS, ep. 17Mon, 18 May 2020 - 0h
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21 - ABS in Mind: Columbia Threadneedle, Income Research unveil their ABS picks, ep. 16Fri, 01 May 2020 - 0h
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20 - ABS in Mind: Hotels ‘strategically’ pay mortgages; CRE shows signs of optimism, Ep. 15Thu, 16 Apr 2020 - 0h
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19 - ABS in Mind: RMBS trading causes chaos; M&A preps for deals; SMB sceptical on relief plans, ep. 14Fri, 27 Mar 2020 - 0h
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18 - ABS in Mind: ESG faces new test in slowing economy; hotel and retail vulnerable in CMBS, episode 13Mon, 16 Mar 2020 - 0h
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17 - ABS in Mind: Macro pressures, ESG and Libor top of mind at SFVegas, ep. 12Mon, 02 Mar 2020 - 0h
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16 - ABS in Mind: Toorak CEO on fix & flip; Simon’s M&A strategy; debt and distress in cannabiz, ep. 11Thu, 13 Feb 2020 - 0h
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15 - ABS in Mind: Non-QM on pace for 10x growth; new issuers, tokenized deals in WBS, ep. 10Fri, 31 Jan 2020 - 0h
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14 - ABS in Mind: Election risks in CMBS, more ‘bespoke’ structures and growth in CRE CLOs, Ep. 9Fri, 17 Jan 2020 - 0h
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13 - ABS in Mind: CRTs stabilize; subprime auto ABS tight, MPL to widen; blockchain rationalization, Ep 8Fri, 20 Dec 2019 - 0h
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12 - ABS in Mind: Equity backing to lending fintechs raises concerns; non-QM sky is still blue, ep. 7Mon, 25 Nov 2019 - 0h
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11 - ABS in Mind: Dynamic’s new MPL fund, CMBS & spiking retail bankruptcies, Fannie’s new CRT deal, ep 6Fri, 08 Nov 2019 - 0h
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10 - ABS in Mind: New structures, AI in consumer ABS; Vantage’s NCSLT battle; trends in aircraft ABS ep 5Thu, 24 Oct 2019 - 0h
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9 - ABS in Mind: C-PACE broadening; student loan regulation; CMBX6 & Forever 21 bankruptcy, ep4Fri, 11 Oct 2019 - 0h
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8 - ABS in Mind: ABS East Recap, episode 3Fri, 27 Sep 2019 - 0h
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7 - ABS in Mind: WeWork, the “unwanted” tenant Ep02 091119Wed, 11 Sep 2019 - 0h
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6 - ABS in Mind: LatAm fintechs, NY rent regulation and reperforming mortgagesWed, 28 Aug 2019 - 0h
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5 - ABS: New fintech Arival eyes US banking license; wants to serve crypto businessesMon, 19 Aug 2019 - 0h
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4 - Debtwire ABS: Funding Circle’s Martinez on US ABS plans, LendingClub partnership, and moreThu, 20 Jun 2019 - 0h
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3 - Debtwire ABS: TransUnion sees opportunity in lending to delinquent borrowersWed, 08 May 2019 - 0h
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2 - Debtwire ABS podcast: Exploring investment opportunities in C-PACEThu, 28 Mar 2019 - 0h
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1 - Debtwire ABS podcast: Blockchain in capital markets and structured financeTue, 04 Dec 2018 - 0h
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