DiscoverThe WellSaid PodcastFrom CMBS to private credit: Navigating the future of securitized markets
From CMBS to private credit: Navigating the future of securitized markets

From CMBS to private credit: Navigating the future of securitized markets

Update: 2025-07-10
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Description

Host Amar Reganti is joined by head of financial reserves management Alyssa Irving to discuss the state of commercial real estate lending, focusing on CMBS, private credit, and evolving market dynamics.

2:00 What is financial reserves management?
3:05 Early days of the commercial real estate lending
5:30 Similarities and differences with the current CMBS market
7:45 Effect of private credit
9:50 Valuations and risks of CMBS
13:00 How can investors gain exposure?
14:30 Esoteric securitizations


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From CMBS to private credit: Navigating the future of securitized markets

From CMBS to private credit: Navigating the future of securitized markets

Alyssa Irving, Amar Reganti