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MBS 2.0: When and What? September 24, 2010

MBS 2.0: When and What? September 24, 2010. Address to the Appraisal Institute Brian Olasov McKenna Long & Aldridge LLP. CMBS AAA Spreads and BBB Prices. Source: JPMorgan, Alan Todd. What’s Happening with Collateral Values?. Ballooning Mortgages in CMBS. Ballooning Mortgages in CMBS.

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MBS 2.0: When and What? September 24, 2010

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  1. MBS 2.0: When and What?September 24, 2010 Address to the Appraisal Institute Brian OlasovMcKenna Long & Aldridge LLP

  2. CMBS AAA Spreads and BBB Prices Source: JPMorgan, Alan Todd

  3. What’s Happening with Collateral Values?

  4. Ballooning Mortgages in CMBS Ballooning Mortgages in CMBS Cumulative $243 bn CMBS through 2012 Source: Trepp, LLC

  5. US CMBS Volume

  6. “…the mortgage market which only happens to be the most important part of our capital markets has become a subsidiary of the U.S. government.” Paul Volcker WSJ, September 23th, 2010

  7. FNMA/FHLMC Q2 2010

  8. Playing Ouija with our $14 trillion mortgage market Dodd-Frank Wall Street Reform and Consumer Protection Act “Never have so many pages contained so little content” FT July 2010 SEC’s Regulation AB reform Basel III capital standards FASB 166/167 risk retention requirements FDIC activity GSE reform

  9. Foresight Analytics Bank Watchlist

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