187. Holding Pattern for CMBS Lenders; Cash is King for Banks; Liquidity, Anyone?
The TreppWire Podcast: A Commercial Real Estate Show
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The Share Price Sell-Off Was More Than Twice You Thought It Was
The share price sell-off was more than twice what you thought the impact should have been given their mark to market losses for these banks. Lonnie, i think it's time for somebody with fresh powder to step in there's probably going to be opportunity galore for 12 to 15 percent yields on triple B minus CMBS you guys can sniff out good credit from bad can't youYeah we'll see that uh in a certain sense across the banking spectrum from even larger banks not quite as um as hefty for the larger banks but still prettyYou know a meaningful number let's put it that way ironically very small banks probably don't have a whole lot of securities so the very small banks tend
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