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If You Are A Broker With An Interest In Small-Balance Commercial Real Estate Loans...

On Thursday, September 15, at 2:00 p.m., a national audience of commercial mortgage brokers and lenders met for a special e-meeting to discuss how this hot lending product is growing in popularity, as well as how it is being received by the broader commercial mortgage marketplace.

Discussions included relationship management, underwriting trends, Wall Street lending strategies and deal structuring. We also heard how to manage relationships with borrowers and obtain proper asset documentation for easier deal financing.

CLICK HERE to view a PDF of the Web-based seminar.

A G E N D A

Thursday, September 15
2:00 p.m. - 3:30 p.m.

Click here to read speaker bios

Strategies For Building A Successful Small-Balance Origination Program

An overview of the marketplace for small-balance commercial real estate loans, including how players are making inroads into streamlining the origination, aggregation and servicing processes.

The focus of this subject will be information about the characteristics of small-balance borrowers. A look into the varying backgrounds of these property owners/investors, including the process of sourcing and identifying such opportunities, will also be presented.

In this section,we will present the viewpoint of the capital markets to the discussion, as it relates to Wall Street's growing involvement in the small-balance lending arena. The perspective will include how the guidelines are determined by investment banking aggregators and other sources of capital. Also up for discussion will be the strategies of intermediaries, including how loans are packaged for securitization, as well as for purchase by the GSEs.

This section will identify what the portfolio lender is looking for in a correspondent relationship, including shop personnel support, technology support, marketplace information support and methods for quickly evaluating potential deals. The discussion will bring information to brokers that will help them better understand how relationships are forged and managed in the small-balance commercial lending arena.

Here, a rating agency's structured finance perspective will unveil how small-balance programs - which are largely a portfolio lender's product - are being received and underwritten by Wall Street bankers. The discussion will also include how structured finance money is affecting the pricing for these loans, and how small-balance loans are accounted for in the ratings and performance measurement processes.

ABOUT THE SERIES

The Commercial Mortgage Insight Broker Development Series addresses the needs of national loan originators as intermediaries between lenders and commercial real estate borrowers. The series creates a forum at which brokers and lenders can share information and facilitate correspondent relationships.

These meetings explore many facets of managing lending programs and relationships, and provide a forum to share resources and create optimal marketing and business development opportunities.