Structured Credit Investor

💡 Data Centres and ESG Shape CMBS Future 💡 The European CMBS market is expanding to accommodate new asset classes like data centres, but these present unique challenges. Oliver Moldenhauer, VP and senior credit officer at Moody's Ratings’, explained: "Data centres are not just typical real estate; they often involve long leases or highly granular structures requiring careful consideration of future cash flows." ESG factors are equally critical, with carbon transition costs and climate risks increasingly integrated into credit assessments. A fascinating evolution in real estate finance captured by SCI’s Selvaggia Cataldi! SCI subscribers can access the article here: https://lnkd.in/eUJrZ9v4 #CMBS #DataCentres #ESG #RealEstateFinance

🏢 European CMBS Market Rebounding 🏢 Exciting times for the European CMBS market! According to Amar Majithia, managing director at Blackstone, 2024 has already seen €2.4bn in new issuance! The future looks promising for CMBS as banks optimise capital and ESG considerations shape new opportunities. SCI's Selvaggia Cataldi covered these insights from the Annual European CRE Finance Seminar! SCI subscribers can access the article here: https://lnkd.in/eUJrZ9v4 #CMBS #RealEstate #Finance #ESG

🔍 CMBS as a Capital Optimisation Tool 🔍 At SCI’s Annual European CRE Finance Seminar, Omar el Glaoui, managing director at Citi, shared exciting insights about the evolving role of CMBS in Europe. As banks face mounting pressure to optimise capital, CMBS is emerging as a vital tool, enabling lenders to maintain direct client lending while managing capital more efficiently. It’s a pivotal moment for the European market, with new asset classes like data centres and ESG factors reshaping its landscape. Selvaggia Cataldi spotlighted this dynamic market transformation! SCI subscribers can read the full article here: https://lnkd.in/eUJrZ9v4 #CMBS #CapitalMarkets #Finance #EuropeanRealEstate

This week’s Job Swaps Round-up has landed. SCI subscribers can read the full review of the latest people moves and key promotions in #securitisation here: https://lnkd.in/eBtqY2vF #synthetics #securitization #SRT #CRT #risktransfer #capitalmanagement #risksharing #RMBS #structuredcredit #structuredfinance #capitalrelief #consumerABS #autoABS #CMBS #privatecredit #privateABF #ABF #CRE #specialtyfinance #fundfinance #CLOs

In the latest instalment of SCI's video interview series, Ashley Thomas of ARC Ratings, speaks to Marta Canini about asset-backed finance (ABF). In this excerpt, Thomas discusses the growth in collaboration between private credit and traditional lenders. SCI subscribers can view the entire video interview here: https://lnkd.in/dg-xutip #AssetBackFinance #ABF #privatecredit #privatedebt #securitization #securitisation #structuredcredit #structuredfinance

We are thrilled to unveil a dynamic and thought-provoking agenda for 9th Annual Risk Transfer & Synthetics Seminar. 30+ Speakers, 250 attendees and a full day packed with valuable content and networking opportunities.     A special thank you goes to our advisory board for their invaluable input in shaping this year’s agenda, which promises to explore the most pressing topics shaping the structured credit landscape - Jason Marlow, Barclays; Daniel (Espo) E. RBC Capital Markets; Jed Miller, Cadwalader, Wickersham & Taft LLP; Frank Benhamou, Cheyne Capital; Kaelyn Abrell, ArrowMark Partners; Mark J. Kruzel, CFA, PIMCO; Terry Lanson, Seer Capital Management From the potential regulatory shifts under a new U.S. administration to innovations in deal structuring and the rise of regional banks in CRT issuance, this year’s seminar will provide attendees with unique insights into evolving market dynamics. Discover fresh opportunities in portfolio construction, new asset classes, and more through expert-led panels and engaging discussions.   Book your place and view the agenda here - https://lnkd.in/eSwkM8Sr

In the latest instalment of SCI's video interview series, Matthew Moniot, md and co-head of credit risk sharing at Man Group in London, speaks to SCI’s Simon Boughey about the latest trends and developments in the SRT market. In this excerpt, Moniot discusses the kind of assets and volume we'll see in the SRT market in 2025. SCI subscribers can view the entire video interview here: https://lnkd.in/d22VpaCP #securitization #securitisation #structuredcredit #structuredfinance #SRT #RiskTransfer

And that’s a wrap! A huge thank you to all our delegates, speakers, and sponsors for making SCI’s 2nd Annual European CRE Finance Seminar a great success. The insightful discussions, engaging panels, and valuable networking truly showcased the strength and innovation within the CRE finance community. We’re grateful for your contributions and look forward to seeing you at future events!

🚨 SCI’s European CRE Finance Seminar – Less Than a Week Away! 🚨 We’re excited to host 150+ attendees and 20 expert speakers at the 2nd Annual European CRE Finance Seminar next Tuesday! 🔑 Panel Highlights Include: Back Leverage – Cross-Border Perspectives. Unpack the complexities of back leverage frameworks across Europe. Key topics include: - How can SPVs hold loans without being regulated? - What impact do banking monopoly laws have on back leverage solutions? Panelists: Rick Hanson, Cadwalader, Wickersham & Taft LLP (Moderator), Daniel Peart, Pillar Point Advisory, Maireadh Dale, Matheson LLP & Gareth James, Ganymede Capital Regulation – Shadow Lending in the Spotlight. Discover the latest trends and risks in the CRE back leverage market and ‘shadow lending.’ Discussions will focus on market size, regulatory compliance, and emerging risks. Panellists: Nick Shiren, Cadwalader, Wickersham & Taft LLP (Moderator), Peter Cosmetatos, CREFC Europe, Taggart Davis, PGIM, Gordon Rowan AlphaReal & William Trotman, BCLP Book your place now - https://lnkd.in/eUUC7g2k

🎙️ In this episode of the SCI In Conversation podcast, SCI's Selvaggia Cataldi speaks to Gregor Burkart, CFA, leader of the refinancing division at Enpal, about the company’s – and Europe’s – first public residential solar securitisation program. In this excerpt, Burkart explains that, following the landmark solar deal, heat pump securitisations are also firmly on the agenda for Enpal. Listen to the full episode of SCI In Conversation wherever you get your podcasts, including: 🎧 Apple podcasts – https://lnkd.in/d5rgA_En  🎧 Spotify – https://lnkd.in/d-me_wvq  🌐 Libsyn – https://lnkd.in/dKPGreRJ #securitization #securitisation #structuredfinance #structuredcredit #SolarABS #SolarSecuritisation #SolarSecuritization #RenewableEnergyFinancing #EnergyTransition