By Bill Bymel
In Commercial Real Estate, Debt Doctor, Financing and Funding, Industry News and Updates, Investment Strategies, Market Analysis and Trends, PropTech, Secondary Mortgage Market
Posted The Private Credit Secondary Market Has a New Engine — And It’s AI
New AI-powered infrastructure is emerging to solve the biggest obstacle in private credit trading: efficient, confidential matchmaking without tipping your hand.
By Bill Bymel
In Asset Evaluation, Asset Management and Servicing, Commercial Real Estate, Debt Doctor, Financing and Funding, Industry News and Updates, Investment Strategies, Market Analysis and Trends, The Storm
Posted Why I Wrote The Storm: Preparing for the Financial Cycles That Will Define the Next Decade
I've spent thirty years studying the financial cycles that create exactly this kind of moment — the slow build, the visible warnings, the critical window where preparation either happens or it [...]
By Bill Bymel
In Commercial Real Estate, Financing and Funding, Industry News and Updates, Investment Strategies, Market Analysis and Trends, The Storm
Posted The Storm Series: Why I Wrote The Storm
I wrote The Storm to spark this conversation about how decisions made in silos — a coverage requirement, a rate reset, a zoning call, a premium increase, a lax building code — are affecting all [...]
By Bill Bymel
In Commercial Real Estate, Investment Strategies, Market Analysis and Trends, Private Credit, Secondary Mortgage Market
Posted What Agency CMBS Actually Protects and What It Doesn’t
Every so often someone explains a corner of the CMBS market so cleanly that I just want to pass it along. Thomas Taylor's "Agency CMBS 101" over at Trepp is one of those.
By Bill Bymel
In Asset Evaluation, Asset Management and Servicing, Commercial Real Estate, Debt Doctor, Financing and Funding, Industry News and Updates, Investment Strategies, Market Analysis and Trends, The Storm
Posted The Delinquency Rate is Hiding the Truth
The debt market has a transparency problem and most investors aren't even aware they're working with incomplete data. The delinquency rate is telling a story — just not the whole one.
By Bill Bymel
In Commercial Real Estate, Financing and Funding, Industry News and Updates, Investment Strategies, Market Analysis and Trends, The Storm
Posted The Storm Series: Credit Looks Fine — Until You Look Closer
If you look at any one variable affecting real estate deals right now, most of it still holds together. That's what makes this moment so easy to misread.