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10 Weekend Reads

The Big Picture

Wall Street Journal ) • These 10 Lenders Have Bet the Bank on Commercial Real Estate. In the wake of New York Community Bancorp’s selloff, Barron’s is examining banks with the highest concentration of commercial real estate loans. Here’s How They’re Holding Up. Let it go. ( They manage $16.8

Medical 290
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Transcript: Tom Wagner, Knighthead Capital

The Big Picture

So you’re looking at this saying hey you know at a hundred cents on the dollar these are disasters but at 30 cents on the dollar there’s some real … WAGNER: 10 cents. But there were a lot of companies that were over-levered and perhaps over-promoted, but where there was real underlying value. RITHOLTZ: 10 cents.

Investing 130
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Transcript: Sean Dobson, Amherst Holdings

The Big Picture

Sean Dobson has really had a fascinating career as a real estate investor, starting pretty much at the bottom and working his way up to becoming a investor in a variety of mortgage backed securities, individual homes, commercial real estate, really all aspects of the finding, buying and investing in, in real estate.

Banking 140