James A. Jenkins’ Post

After delivering a stunning 2023, collateralised loan obligations (CLOs) were once again one of the top performers in Q1. They continued their strong performance with tightening spreads and increased demand, especially from European investors. Aza Teeuwen Partner, Portfolio Management, looks at what has happened so far in the European CLO market and where the good pockets of value remain. https://okt.to/8xtMYr

After delivering a stunning 2023, collateralised loan obligations (CLOs) were once again one of the top performers in Q1. They continued their strong performance with tightening spreads and increased demand, especially from European investors. Aza Teeuwen Partner, Portfolio Management, looks at what has happened so far in the European CLO market and where the good pockets of value remain. https://okt.to/4UIbcu

As the days get longer and the temperatures begin to rise, investors will likely see more opportunities to grow their portfolios. 🌞🌻 For those investors looking to acquire new properties or refinance existing investments, First Equity Funding has you covered with unique loan programs just for real estate investors. Contact us to learn more... 📞 (732) 359-7800 📨 info@fefunding.com 🌐 www.fefunding.com #firstequity #firstequityfunding #getfunded #dscr #dscrloans #dscrloan #fixandflip #fixandflips #fixandfliprealestate #fixandfliphouses #fixandfliploans #rentalproperty #rentalproperties #rentalpropertyinvestor #rentalpropertyinvesting #hardmoney #hardmoneylender #hardmoneyloans #realestateinvesting #realestateinvestor #realestateinvestors #assetbasedlending #bridgeloans #brrrr #brrrrstrategy #brrrrmethod #privatelender #privatelending

My PERE Credit new analysis piece took a look at all of the pricing nuances for single-borrower single-asset commercial mortgage-backed securities (SASB CMBS). Compared to 2023, this year saw a much more robust origination of new SASB loans, which has been well absorbed by the market despite losses seen in rare cases. Down the road, SASB investors may also need to figure out a moving yield target as the Federal Reserve prepares for what could be the first interest rate cut in more than one year in September. Thanks to Robert Neighoff at Mariner Investment Group, LLC, Thomas Briney at Origin Investments, Edward L. Shugrue III at RiverPark Capital LLC, and Keerthi Raghavan at Waterfall Asset Management LLC for sharing their analysis in this space. https://lnkd.in/ggeuBuN8

Risk is something we all are aware of, read about how RMBL Investments Limited explore challenges and manage risk.

Are #CLOs a growing asset class in the #MiddleEast? Here’s why they’re gaining traction: 1. Increasing Diversification: CLOs offer new diversification avenues beyond traditional assets. 2. Attractive Yields: CLOs often offer higher yields compared to other fixed-income investments. 3. Relative Value Opportunity: CLOs can offer attractive returns during market volatility and can act as a hedge against interest rate movements. Learn more on the transformative shift with Collateralised Loan Obligations (CLOs) gaining prominence in the financial landscape in our article with Arabian Business here: https://lnkd.in/dyNGgiTZ

A couple of points that we’re seeing in market that are key for property investors to be aware of: -         Lenders have significantly reduced their interest margins as a result of the competition to invest funds. -         We’re seeing increased flexibility when it comes to ICR (Interest Coverage Ratio). Lenders may have been at 1.5x, but they now sit as low as 1.2x. Coupling these points together means that your borrowing capacity could have drastically improved, and what was a good deal 12-18 months ago, is very likely to be out of market today. It’s important to understand your options when it comes to funding for your commercial assets across your whole portfolio. As the largest commercial funds broker in the country, Stamford Capital Australia is in the best position to advise on this process.

'Tis the season for cash out refinances! Our updated seasoning requirements make it easier for investors to tap into their property's equity. Let us help you make the most of your investment! 💰🏠 #CommercialFinancing #InvestmentProperty #RealEstateInvesting #DSCR #Kentucky #PrivateLending #RealEstate #Refinance #CashOut #Brrrr #Minolending

Great take on the CMBS market right now. While much has changed in the securitized products space since '08 and the usage of space since the Pandemic, the is opportunity in the market. #cre #cmbs #realestateinvesting #commercialrealestate

Seeking relative value among structured products……. “From a CLO standpoint, we feel better about going into the mezzanine tranches today with the view that defaults are not going to get out of control, but manager selection remains key,” #clo #collateralizedloanobligation #cloequity #leveragedloan #middlemarket #bdc #securitization #privatecredit #assetallocation