Invisible Counter Party Risk

Over the past few weeks, a story has emerged from one of the largest institutional real estate investors in North America that deserves a closer look. At first glance, it appears to be a story about losses. Teachers Insurance Annuity Association's Real Estate Account has reported ...  Show more

Today's topic is the IPO of SpaceX.Now before anyone sends me an email, let me be clear. This is not a commentary on SpaceX as a company. SpaceX is arguably one of the most remarkable businesses built in the past century. They have transformed the economics of space launch, built ...  Show more

As regional banks contend with sector volatility, commercial real estate could face challenges in securing new loans and refinancing debt when it matures.

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Welcome to Thoughts on the Market. I am Vishy Tirupattur, Morgan ...

Several days ago, the Wall Street Journal published an article about real estate syndicator Applesway Investment Group (owned by real estate entrepreneur Jay Gajavelli), which lost more than 3,000 apartments across four rental complexes that went into foreclosure.  What led to on ...  Show more

Against the backdrop of volatility in the banking sector, tightening in consumer and commercial credit may have far-reaching impacts for economic growth.

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Welcome to Thoughts on the Market. I'm Vishy Tirupattur ...

Like many markets, Corporate Credit has faced a rocky start to 2022. For investors, understanding the difference between default and duration risk will be key to positioning for the rest of the year.

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Welcome to Thoughts on ...