Mortgage Note Investing

For decades, climate risk conditions were predictable enough that banks, insurers, and investors could model risk with relative confidence. But that foundation is beginning to shift.

In a stressed real estate environment, extend and pretend is a control mechanism. It allows lenders to manage distressed loans without forcing outcomes that destroy value on both sides of the [...]

In a world that rewards speed, certainty, and strong opinions, listening has become a quiet discipline. Shifting conversations from transactional to relational.

Loan servicing is one of those businesses that only makes sense after you’ve stayed long enough to watch cycles repeat and mistakes resurface in new disguises.

Real estate is moving through one of its most defining transitions in decades and the signals aren't subtle. Let's talk about some of the more intriguing factors driving today’s real estate trends.

Bank deceptive practices rarely show up in obvious ways. Most of the time, they’re subtle shifts in how risk is categorized, transferred, or delayed.

The quieter, deeper, crisis happening is one that touches nearly every property owner, investor, and insurer in America — skyrocketing premiums causing an insurance crisis.

The ABS market may look unstoppable, but this ABS boom hides a reckoning. Discover what it reveals for the next phase of the credit cycle.

When I wired $25 million back to the U.S. taxpayers during a government shutdown, it wasn’t a publicity move or a headline stunt.

Every investor knows risk is part of the game. But what many don’t realize, until it’s too late, is that the very institutions we rely on in times of crisis are often the first to turn their backs.