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Dan McNamara & Michael Gayed: Unveiling the Future of Retail & Commercial Real Estate

Lead-Lag Live

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How to Manage Risk and Manage Position Size in CMBS Credit

When you're dealing in the CMBS credit space and just take a step back, like AAA CMBS is about 80% of the market. So it's definitely an institutional market. It definitely takes a lot of work. You have to come out as a bond trader, but almost more as a commercial real estate investor and be thoughtful about whether you're buying a capital stack.

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