Latest news
Latest news
Spreads were overdue for a shake-up, and all-in yields look attractive as structures should remain resilient
CMBS heavyweight dusts off BXMT shelf but gets caught in volatility
DB next up as policy uncertainty grows and finally bites securitized credit
More articles
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Investor expects little to no pick-up to comps as leads bring back another CMBS distribution channel -
DeepSeek hasn't changed core of data center narrative, but some have more questions and hype is fading
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Standardized, granular rent rolls would help investors better assess data center risks
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Although oversubscription levels are down, any widening in spreads should be moderate and most predict sideways moves
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Investors expect tightening from 'fair generous' IPTs
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Data center operator raises $2.4bn but only after DeepSeek news had disturbed bookbuild
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Salesforce Tower-backed deal tightens spreads while Uber's San Francisco office also up for grabs
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Long term structural demand remains despite AI disruptions, but issuers could change funding preferences
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IPTs out for $352m VCC 2025-1, which contains mix of residential and commercial loans but will mostly draw RMBS buyers
