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.