Insights

Economic Outlook in the Face of COVID-19

In the face of continued disruption, I want to share my thoughts on risks salient to the commercial real estate credit strategy, and how continued economic shutdown may ripple through the economy.
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Demystifying Quantitative Methods in Real Estate Credit Investment

This white paper aims to shed light on decades of scientific progress in the application of Quantitative Methods in solving complex real-world problems.
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Building A Portfolio to Withstand a Black Swan Event

This white paper on leverage is a part of a series of discussions on how to build a portfolio against a black swan event.
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