David Burt, the CEO of DeltaTerra Capital who is also known for his role in predicting the subprime lending bust, has a new call: the repricing of US residential real estate due to climate-related risks. The housing market stands to take a $1.9 trillion hit, and investors in the GSE’s credit risk transfer market are vulnerable, he says.

Lord Abbett's Harris Trifon on his brightening CMBS outlook, why it's hard to make a bear case for the sizzling resi market, and "bad" bonds.

Point, a company that developed the Home Equity Investment, is finding its product in greater demand as homeowners seek liquidity without taking on debt. HEIs are already in the hands of mortgage servicers looking to help borrowers catch up on payments missed while their income dropped, for instance. Investors who've seen double-digit unlevered returns are hoping to see greater scale. Debtwire ABS Assistant Editor Al Yoon hosts

A conversation with Wells Fargo's Gigi Dixon and the National Bankers Association's Robert James II about Wells Fargo's move to invest in Black-owned banks and the state of play of CRE lending in communities of color.

CRTx's Mark Fontanilla joins Albert Yoon on ABS in Mind to discuss the latest performance trends in CRT bonds and relative value.

Dan McNamara, principal at alternative asset manager MP Securitized Credit Partners, explains the state of play in CMBX6, why the firm has doubled down on its CMBX6 short trade, and forecasts that the BB tranche of the synthetic index will fall to a price in the 20s in the next 1-2 years before it expires.

Voya's David Goodson lays out the opportunities and potential pitfalls in securitized debt in today's ultra-low interest rate environment. Some thoughts on ESG investing.

In this episode, Moody’s Investors Service analysts Ola Hannoun-Costa and Yehudah Forster detail their findings on the performance of non-agency, SFR and CRT reference pool loans since the pandemic hit, and muse about what’s to come in 2021. Forster discusses the CFPB’s new QM rule.

In this episode, Leland Abrams, the CIO of Wynkoop LLC and a lead portfolio manager for the Catalyst Enhanced Income Strategy Fund discusses some of his favorite themes within the legacy non-agency mortgage bond market and his outlook for 2021. Housing fundamentals should be fine, but be aware of bond structure and Libor cessation, he says.

In this episode, Eric Kaplan, who heads the housing finance program at the Milken Institute Center for Financial Markets, lays down his agenda in another role, the leader of the Fixed Income Investors Network’s mortgage task force. He also discusses upcoming changes to the QM rule and the impact that’ll have for non-agency investors.

Iron Hound Management was established in 2009 by Rob Verrone to advise on the workouts of commercial real estate loans following the financial crisis. The newfound urgency in workouts due to the COVID-19 economy has him drawing on that experience and more. Rob delivers the state-of-play on how servicers and CMBS investors are handling the distress.

For this episode, host Al Yoon and Debtwire Assistant Editor Maura Sadovi welcome Jen Ripper and John Swarr, investment specialists at Penn Mutual Asset Management. We discuss just how bad commercial and residential mortgage losses could be, and where it’s safe to invest ahead of the fallout. While historical CMBS losses have been low, Penn Mutual’s actions speak loudly: It’s sticking with “up in quality” bonds with lots of credit support.

For this episode, host Al Yoon welcomes Paul Norris, head of structured products at Conning. We discuss how his team is putting money to work in residential mortgage investments when it’s anybody’s guess how distressed the sector will become during the COVID-19 pandemic. We also discuss other ABS sectors he likes, and doesn’t like.

For this episode, the team hosts Gregory Michaud, head of real estate finance for Voya Investment Management. We discuss not only where insurance money is being deployed in commercial real estate but drill down to the origins of some opportunities, like financings stranded when the CMBS market seized up in March.

For this episode, host Al Yoon and Debtwire ABS Managing Editor John Wilen host SFA CEO Michael Bright, who lays down his priorities for keeping the ABS markets functioning, with integrity. We provide an update on the phase-out of Libor.

For this episode, the team hosts Scott Buchta, managing director and the head of fixed income strategy at Brean Capital. Buchta provides an update on investment activity in CMBS and RMBS, as well as discusses forbearance trends in both sectors.

For this episode of ABS in Mind, the team hosts Dave Goodson, head of securitized products at Voya Investment Management. Goodson provides an overview on attractive investment opportunities he sees in securitized products, specifically CMBS, RMBS and consumer ABS.

In this episode of ABS in Mind, the team hosts Caroline Chen, senior vice president, research analyst at Income Research + Management, a fixed income manager with USD 75bn in AUM, and Gene Tannuzzo, deputy global head of fixed income at Columbia Threadneedle, which manages about USD 500bn in assets. The two experts share their thoughts on risk and returns in various securitized assets.

For this episode of ABS in Mind, the team hosts Jim Shevlin, president of CWCapital, who provides an update on the most recent trends in the commercial real estate sector, one of the hardest-hit segments throughout the COVID-19 outbreak. Additionally, the team discusses some early signs of optimism in the CMBS liquidity crisis.

In this episode, Debtwire ABS descusses the RMBS trading frenzy of the past weeks. In addition, we provide an update on the M&A deal pipeline and where investors are seeing near-term opportunities. We end the episode with a discussion around the small business lending sector, arguably one of the first lending sectors to be hit due to the global pandemic.