web01.fireside.fm Sun, 12 Apr 2026 10:38:51 -0500 Fireside (https://fireside.fm) Deconstruct - Episodes Tagged with “Cmbs” https://therealdeal-deconstruct.fireside.fm/tags/cmbs Mon, 28 Oct 2024 05:00:00 -0400 In Deconstruct, The Real Deal's reporters and editors explain the most important news in real estate. We follow the money across New York City and beyond to explain how real estate powers the world around us, breaking down policy impacts, industry trends, and important deals to know. This is essential listening for understanding the great, big world of real estate. en-us episodic All the real estate news you need to know, from the reporters and editors of The Real Deal. The Real Deal In Deconstruct, The Real Deal's reporters and editors explain the most important news in real estate. We follow the money across New York City and beyond to explain how real estate powers the world around us, breaking down policy impacts, industry trends, and important deals to know. This is essential listening for understanding the great, big world of real estate. no real estate,real estate news,business news,the real deal,tech,property,investing,brokers,commercial real estate,residential real estate,real estate investment,REIT,news,development,housing,apartments, multifamily, office, industrial, banking, finance The Real Deal hk@therealdeal.com Inside the workout room with Iron Hound's Rob Verrone https://therealdeal-deconstruct.fireside.fm/2045 33990db5-f9cf-4a7a-be85-6bb1b72876a5 Mon, 28 Oct 2024 05:00:00 -0400 The Real Deal full 4 The Real Deal In the latest episode of Deconstruct, TRD's Suzannah Cavanaugh finds out how loan specialists fix bad debt – or at least try to – by talking with loan workout specialists Rob Verrone and Job Warshaw of Iron Hound. Verrone works with sponsors to hash out modifications for distressed CMBS debt, and Warshaw brings perspective from the other side of the table — he spent three decades heading up negotiations for special servicer LNR Partners. 30:19 no In the latest episode of Deconstruct, TRD's Suzannah Cavanaugh finds out how loan specialists fix bad debt – or at least try to – by talking with loan workout specialists Rob Verrone and Job Warshaw of Iron Hound. Verrone works with sponsors to hash out modifications for distressed CMBS debt, and Warshaw brings perspective from the other side of the table — he spent three decades heading up negotiations for special servicer LNR Partners. real estate, business news, distressed debt, loan workouts In the latest episode of Deconstruct, TRD's Suzannah Cavanaugh finds out how loan specialists fix bad debt – or at least try to – by talking with loan workout specialists Rob Verrone and Job Warshaw of Iron Hound. Verrone works with sponsors to hash out modifications for distressed CMBS debt, and Warshaw brings perspective from the other side of the table — he spent three decades heading up negotiations for special servicer LNR Partners.

]]> In the latest episode of Deconstruct, TRD's Suzannah Cavanaugh finds out how loan specialists fix bad debt – or at least try to – by talking with loan workout specialists Rob Verrone and Job Warshaw of Iron Hound. Verrone works with sponsors to hash out modifications for distressed CMBS debt, and Warshaw brings perspective from the other side of the table — he spent three decades heading up negotiations for special servicer LNR Partners.

]]> Moody's Checks In on the Wall of Office Maturities https://therealdeal-deconstruct.fireside.fm/officecmbs 89f00021-c037-42d1-a30f-dc4eddec2ad9 Mon, 08 Apr 2024 05:00:00 -0400 The Real Deal full 3 The Real Deal The foretold wall of CMBS maturities has hit and early data on office loans signals the fears around repayments — that troubled owners won't be able to swing it — are being realized. Deconstruct talks with Moody's Analytics Senior Director and Head of CRE Economic Analysis Kevin Fagan and Director of CRE Economics Matt Reidy. 21:25 no The foretold wall of CMBS maturities has hit and early data on office loans signals the fears around repayments — that troubled owners won't be able to swing it — are being realized. Deconstruct talks with Moody's Analytics Senior Director and Head of CRE Economic Analysis Kevin Fagan and Director of CRE Economics Matt Reidy. Moody's, CMBS, Office, Loans, Foreclosures, Special servicing, Distress, Maturities, Debt, Wall of Maturities The foretold wall of CMBS maturities has hit and early data on office loans signals the fears around repayments — that troubled owners won't be able to swing it — are being realized. Deconstruct talks with Moody's Analytics Senior Director and Head of CRE Economic Analysis Kevin Fagan and Director of CRE Economics Matt Reidy.

]]> The foretold wall of CMBS maturities has hit and early data on office loans signals the fears around repayments — that troubled owners won't be able to swing it — are being realized. Deconstruct talks with Moody's Analytics Senior Director and Head of CRE Economic Analysis Kevin Fagan and Director of CRE Economics Matt Reidy.

]]> Unpacking The CRE CLO https://therealdeal-deconstruct.fireside.fm/clo edd20f64-4c84-4140-b864-90f03310c163 Mon, 12 Feb 2024 05:00:00 -0500 The Real Deal full 3 The Real Deal The Real Deal's podcast Deconstruct digs into the commercial real estate collateralized loan obligation, or CRE CLO. 24:20 no After the 2008 financial crisis, investment managers came up with a new securitized product: the collateralized loan obligation, or CLO, for commercial real estate. It was designed to correct some of the risks that came with its predecessor, the collateralized debt obligation. But what exactly is the CRE CLO and how does it work? Deconstruct enlisted attorney and CLO expert Stewart McQueen at Dechert to break down the product. real estate, business, investing, CLO, collateralized debt obligation, syndicator, CMBS, commercial real estate, multifamily, capital markets, New York City, real estate news, news After the 2008 financial crisis, investment managers came up with a new securitized product: the collateralized loan obligation, or CLO, for commercial real estate. It was designed to correct some of the risks that came with its predecessor, the collateralized debt obligation.

But what exactly is the CRE CLO and how does it work? Deconstruct enlisted attorney and CLO expert Stewart McQueen at Dechert to break down the product.

]]> After the 2008 financial crisis, investment managers came up with a new securitized product: the collateralized loan obligation, or CLO, for commercial real estate. It was designed to correct some of the risks that came with its predecessor, the collateralized debt obligation.

But what exactly is the CRE CLO and how does it work? Deconstruct enlisted attorney and CLO expert Stewart McQueen at Dechert to break down the product.

]]> The Distress Roiling the CMBS Markets https://therealdeal-deconstruct.fireside.fm/cmbs-distress 454df497-9716-42da-84a8-9021e041b3a5 Mon, 23 Oct 2023 05:00:00 -0400 The Real Deal full 3 The Real Deal The Real Deal's Deconstruct looks at the distress hitting commercial mortgage-backed securities. 28:37 no "A slow-moving train wreck." That's what Daniel McNamara, the founder of Polpo Capital, calls the upcoming wall of maturities — the massive amount of commercial mortgage-backed securities coming due in the next year or two. Many, especially those who used floating-rate debt are facing a triple threat: the triple whammy of higher interest rates, lower valuations and more conservative lending. All of that is making it difficult for commercial landlords to refinance and leaving CMBS investors at risk. real estate, business, CMBS, Polpo Capital, commercial mortgage-backed securities, investing, securities, commercial real estate, office market, lending, real estate and finance, debt, New York City, real estate news, news "A slow-moving train wreck." That's what Daniel McNamara, the founder of Polpo Capital, calls the upcoming wall of maturities — the massive amount of commercial mortgage-backed securities coming due in the next year or two. Many, especially those who used floating-rate debt are facing a triple threat: the triple whammy of higher interest rates, lower valuations and more conservative lending. All of that is making it difficult for commercial landlords to refinance and leaving CMBS investors at risk.

]]> "A slow-moving train wreck." That's what Daniel McNamara, the founder of Polpo Capital, calls the upcoming wall of maturities — the massive amount of commercial mortgage-backed securities coming due in the next year or two. Many, especially those who used floating-rate debt are facing a triple threat: the triple whammy of higher interest rates, lower valuations and more conservative lending. All of that is making it difficult for commercial landlords to refinance and leaving CMBS investors at risk.

]]> The Father of CMBS Talks Origin Stories, Great Recession and Today's Distress https://therealdeal-deconstruct.fireside.fm/ethanpenner fcdecb47-64d1-446c-b06f-b8fd78aaf7fb Mon, 16 Oct 2023 05:00:00 -0400 The Real Deal full 3 The Real Deal The Real Deal's Deconstruct podcast chats with the creator of commercial mortgage-backed securities, Ethan Penner. 29:53 no In the early '90s, Ethan Penner pioneered the commercial mortgage-backed security. Thirty years later, the father of CMBS breaks down the investment product's origin story, the writing on the wall before the Great Recession and the CRE downturn of today. Ethan Penner, CMBS, Great Recession, commercial real estate, loans, mortgages, structured finance In the early '90s, Ethan Penner pioneered the commercial mortgage-backed security. Thirty years later, the father of CMBS breaks down the investment product's origin story, the writing on the wall before the Great Recession and the CRE downturn of today.

]]> In the early '90s, Ethan Penner pioneered the commercial mortgage-backed security. Thirty years later, the father of CMBS breaks down the investment product's origin story, the writing on the wall before the Great Recession and the CRE downturn of today.

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