#CMBS

Donut Shorts

DonutShorts

1/ $STWD took $34MM mark to market charge in Q3 against its JV interest in a portfolio of 4 regional mallsCharge necessitated by updated appraisal value of properties as part

Donkī Kongu

ApeInApeOut

1/ @saffronfinance_ is one of the most interesting anon projects out there imoI won't go into what it is or what it does as many in the CT brain trust

Jonathon Colman

jcolman

The value of good design? Preventing a $900 million UX error.https://www.bloomberg.com/opinion/articles/2021-02-17/citi-can-t-have-its-900-million-back See that "Overwrite default settlement instruction" column of checkboxes?It lo

natural money

naturalmoneybtc

A THREAD on how I see (in/de)flation, who helped in shaping that view and how seemingly divergent narratives can be valid and coexist within a dynamic overall regime. Jeff Snyder

Donut Shorts

DonutShorts

Early signs of multi-family credit stress may be a thing. Anyone else seeing this? Multi-family credit has been as good as it gets for the last few years. We may

Gaskarth Way

GaskarthWayBlog

This was brilliant by @profplum99 on The End Game Podcast with @ttmygh and @fleckcap Every idea is so well thought through and Mike is an unbelievable thinker. Fascinating to better

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