Dechert 4 Real: A Commercial Real Estate Finance Podcast

October 10, 2023 – Jon Gaynor, Matt Armstrong, Stewart McQueen, Kate Mylod and Gennady Gorel discuss highlights from the Capital Markets Fall Conference in New York. Gennady also digs into the latest trends impacting warehouse financing, and the group shares their favorite fall fun-tivities, minus the pumpkin spice.

September 5, 2023 – Jon Gaynor, Sam Gilbert and Ella-Marie Smith welcome Mauricio España to discuss recent trends in CRE litigation, and how clients are more inclined than ever to work towards resolution. The group also chats about possible disruptions to the lending order as banks continue to pull back, including predictions as to who may step up, developments to Article 7 reporting affecting securitizations that may present liquidity opportunities for the market, and the non-business books they’re reading to close out the summer.

August 4, 2023 – Jon Gaynor, Sam Gilbert and Ella-Marie Smith welcome Laura Ciabarra to discuss distressed debt in CRE, including market trends, some silver linings that may surprise you, and a war story from the GFC. The group also chats about developments in Boston related to office to resi conversion, a bankruptcy case that could impact the meaning of funding in a lender's sole discretion and their favorite activities during the dog days of summer.

July 6, 2023 – Jon Gaynor and Ella-Marie Smith welcome John Ludwig-Eagan to discuss the SEC’s new Conflict of Interest rule regarding securitizations. The group also debates whether the Cayman Islands will move off the FATF’s grey list, shares favorite vacation spots – complete with meal recommendations – and launches the “4-1-1” and “4 Real High Fives.”

June 22, 2023 – Matt Armstrong, Stewart McQueen and Kate Mylod take to the mics alongside Jon Gaynor to recap CREFC’s June Conference held in NYC from June 12-14. Topics include industry sentiment towards the Fed regarding interest rates, the encouraging buzz around CRE-CLOs, and the fate of office as an asset class, plus four CRE-inspired cocktail ideas to keep spirits high during down markets.

June 7, 2023 – Jon Gaynor, Sam Gilbert and Ella-Marie Smith welcome fellow Global Finance colleague Jason Rozes to share the latest sustainability trends impacting commercial real estate, from a discussion on the evolution of key terminology to the potential impact of the (yet-to be published) SEC climate risk disclosure rules, and a definition of CPACE that only a mother could love. The group also discusses the short-term and long-term effects of dealing with U.S. debt ceiling clashes.

May 8, 2023 – Co-hosts Jon Gaynor, Sam Gilbert and Ella-Marie Smith and our first guest, Dechert New York partner Kathleen Mylod, share their thoughts on the recent bank closures, the related impact on cash management provisions in loans (today and on a go forward basis), and the world’s best/worst/only LIBOR joke.