CMSA Investor Conference: Parting thoughts

This year’s CMSA conference was a lot less depressing than I expected. Not because there’s any sense that the market is going to recover in 2009 — everyone is predicting next to zero lending — but because of these three facts: 1) The people who still attend these conferences are survivors at firms that are committed […]

Notes from the CMSA Investor Conference: IRP X

The Exposure Draft of IRP 6 (called “IRP X”) has been released. It contains essentially the same content as IRP 5, but in XML. I applaud both the CMSA and the MBA for getting that done. It is a critical step not only in organizing the basic data, but also in starting the comment period […]

Notes from the CMSA Investor Conference: Investor Forum

The much anticipated investor forum was a bit disappointing. I agreed with almost everything they said, and I liked the fact that it was delivered with a bit of an angry edge. The problem was that the laundry list lasted the entire session, and they left no time for questions, discussion and comments.

Jim Flaherty named to MISMO Commercial Governance Committee

Great news: I’ve been voted to serve on the MISMO Commercial Governance Committee for 2009 and 2010. Thanks to everyone who voted for me. I look forward to serving the industry. More great news: This weekend we will roll out a new site and a new set of research and analytical tools for CMBS Investors. This is […]

Rent roll data: You might not want to hear it, but we all need it

When we talk about improving “Transparency” in CMBS, what are we talking about? To me, it is the rent roll.

Four Actions to Help Fix the CMBS Industry

The best things about conferences are the unexpected and unplanned meetings. Last night at the CMSA/MBA Capital Markets Conference in Washington, DC, I enjoyed an experience that restores a bit of hope: a illuminating dinner with three CMBS experts, each with his own insight into saving the market. I had dinner with: – Toby Cobb, […]

Internet at 35,000 feet!

I am on a plane to New York for several meetings and to attend the CMSA/MBA Capital Markets Conference in Washington DC this Wednesday through Friday.

Mike Matheson Nominates Jim Flaherty for C-MISMO Board of Governance

I’ve known Mike Matheson professionally for years, but I finally got an opportunity to work with him earlier this year when a common client required we produce a nightly XML export out of Backshop in the C-MISMO data standard. Mike, who sold a technology company to Midland and has a successful consulting company, Solve Development, has probably […]

The Not So Deadliest Catch

I spent the day Fishing and Crabbing off of the Marin coast in the “High Tide” -– my 28 foot long, twin engine MasterCraft X-80 that can usually be found pulling us around on a wakeboard. Not today: We took up the carpets, loaded my 4th and 2nd grade kids, and got my buddy who […]