CREFC's Fall CRE CLO Conference

Cadwalader Partner and Capital Markets Co-Chair Stuart Goldstein will moderate the "CRE CLO Issuer Perspective" panel at CREFC's Fall CRE CLO Conference.

This panel is closed to the media and not available for replay on-demand.

Panelists include:

  • Gene Kilgore, Executive Vice President, Arbor Realty Trust, Inc.
  • Lea Land, Special Servicing, Director, Wells Fargo
  • Kunal Singh, Managing Director, Head of CMBS Capital Markets, J.P. Morgan

Discussion topics include:

  • Volume in 2021 is on track to be 2x previous record. What has led to this tremendous growth and is it sustainable?
  • CRE CLO market role in the rise of the non-bank lender
  • Which property types are “in” and which ones are “out” and how transitional are transitional assets now?
  • What is the role of repo finance as CRE CLO volumes jump?
  • Issuer experience through the COVID shock in 2020-21
  • Did the structures provide enough flexibility to work with borrowers?
  • How were real problem loans handled? Par purchase, modification versus OC breach?
  • Asset performance on existing deals: are issuers getting rewarded for past performance?
  • Is the CRE CLO a “baked” product or can we expect more innovation?