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MIAC Perspectives – Winter 2012


 

 In this Issue

 

 

Commercial Real Estate Outlook                                                                                    

Joseph A. Furlong, VP, Capital Markets Group

John Togneri, Associate, Capital Markets Group

 

While the economy is expected to continue expanding, the overall pace of GDP growth is projected to be lackluster. With the recovery likely to remain slow in the near term, industrial demand, which depends heavily on rising consumer demand, will continue to improve, but at a measured pace. Read more...

 

 

Commercial Servicing Rights Market Update                                                        

Daniel Thomas, MD, Client Solutions Group

 

Market values for Commercial MSRs should be relatively flat in 2012.  Forecasts from multiple CMBS research reports are estimating between $40B -$45B of new CMBS issuance in 2012. Read more...

 

 

Residential Real Estate Outlook                                                            

 Bassirou Sarr, Research Analyst, Capital Markets Group

 

Looking ahead, construction in single family units will decrease while servicers clear the foreclosure inventory. The supply of newly constructed single unit houses will continue to slump while multifamily construction drives the housing starts index. Read more...

 

 

Mortgage Servicing Rights Market Update                                                         

Robert Lee, Director, Capital Markets Group

Mike Carnes, SVP, Capital Markets Group

 

Prepayment volatility continues to be a factor as the market gathers new evidence of the regulatory landscape and its impact on markets. Continued debate on housing, delinquency performance and proactive measures to clean up the housing overstock will continue for some time. Read more...

 

 

Inside Ginnie Mae® – Interview with Ted Tozer, President                            

David McCraw, SVP, Client Solutions Group

 

Ginnie Mae has grown to more than $1 trillion in MBS, assuming a greater role in the secondary mortgage market as Fannie Mae and Freddie Mac regain their footing. Perspectives recently spent time with the Ted Tozer, the leader creating a new path for the agency and the residential market. Read more...

 

 

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