CommCap Advisors

Halfway through the year as Q2 comes to an end. The Fed Minutes from last month’s meeting and comments from Fed Chair Powell reveal a slightly dovish and highly data-dependent stance, with Powell indicating that the economy is returning to a disinflationary path and that significant progress has been made. The minutes highlight a "K-shaped" recovery, with higher-income households benefiting from rising asset prices and lower-income households struggling with increased costs. The potential risk of increased layoffs in a cooling labor market influenced a rally in the 10-year Treasury yield, which fell below 4.30% from a recent high of 4.50%, as markets anticipate the upcoming jobs report for further insights. See full article here: https://lnkd.in/gkdz2gmV #lasvegas #cre #mortgagerates #commcap #loanspreads

Please welcome Tyler Roersma to the Commcap Advisors team!

Wishing you all a happy and safe Independence Day! #commcapadivsors #4thofjuly

We're thrilled to welcome Paul JooHwan Lee to the Commcap Advisors team!

On Juneteenth, we commemorate the emancipation of enslaved people in the US. “It's an opportunity to both look back but to look ahead to make sure that that notion of freedom and the fragility of it is always protected and celebrated.” - Lonnie Bunch \#juneteenth \#commcapadvisor

To all the fathers and father-figures out there, we hope you have an incredible Father's Day 💙 #fathersday #commcapadvisors

After a 30 bps drop last week, the 10-Year Treasury rebounded to just shy of 4.50% today. As many Lenders seek to gain market share and deploy capital, well prepared investors are using this time to gather market intelligence and better position themselves in anticipation of a market shift. As the next CPI and Fed Meeting is just around the corner, stay tuned to see how the PCE report and monthly jobs report results will impact interest rate expectations. Read complete commentary at: https://lnkd.in/gAcUNhhH #loanspreads #cre #mortgagerates #rateupdate #commcap

How are banks addressing exposure issues, they sell notes at a discount. Two takeaways worth noting. 1. Washington Federal sold $3.2 billion in commercial and multifamily notes for 91.6% of the balance ($2.9 billion). 2. WaFD, last September crossed two thresholds for greater scrutiny by federal regulators: banks whose portfolios of commercial real estate loans are more than triple their capital, and CRE loan portfolios that had grown at least 50% in the past three years. Any other banks recently cross a threshold for greater scrutiny that we should be watching? If you are waiting for an extension or new loan from your current bank, perhaps it is time to consider more options. #commcap #crelending #creinvesting #cre

RECENTLY FINANCED - Horizon Ridge Medical Office Andy Crawford, CCIM #lasvegas #commerciallending #cre #mortgage

RECENTLY FINANCED - Cadence Construction Kyle Nagy Sebastian Torres #lasvegas #commerciallending #cre #mortgage