Late Cycle Trends in the Small-Balance Loan Market February 11, - PowerPoint PPT Presentation

Sep 18, 2022 •320 likes •432 views

Late Cycle Trends in the Small-Balance Loan Market February 11, 2020 Presented by: Randy Fuchs Principal/Co-Founder Boxwood Means, LLC Another Solid Year for SBL Origination Volume Secondary Markets Have Gained Share Small-Cap CRE Prices

Late Cycle Trends in the Small-Balance Loan Market February 11, 2020 Presented by: Randy Fuchs Principal/Co-Founder Boxwood Means, LLC
Another Solid Year for SBL Origination Volume
Secondary Markets Have Gained Share
Small-Cap CRE Prices Have Largely Recovered
Linkage between Small-Cap CRE and Housing Prices Endures
But Price Gains Have Been Uneven
Notably though, Space Market Fundamentals Are Bending Over
Aggregate Leasing Demand Has Plummeted
Commercial Rents May Have Peaked
Watch List: Important End-of-Cycle Factors for SBL Lenders The following are strongly correlated with small-cap CRE prices: • Home Prices • Small Business Establishments (under 50 employees) • Blue-Collar Employment • Blue-Collar Small Establishments • Middle-Age Population (35-65 yrs.) • Professional Small Establishments

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